Client Advisor (32 hrs/week) - Orlando, FL - Downtown

Reposted 21 Days Ago
Be an Early Applicant
Orlando, FL, USA
In-Office
Junior
Fintech • Software • Financial Services
The Role
Provide frontline customer service and sales at a branch by building relationships, explaining and enrolling customers in bank products, processing transactions, maintaining AML/BSA compliance, balancing cash drawer, and supporting branch operations and community engagement.
Summary Generated by Built In

Location: Orlando, FL - Downtown - (32 hrs/week) 

QUALIFICATIONS:

  • High School Diploma or equivalent required.
  • Minimum of 6 months cash handling experience required.
  • College degree or 1+ years in retail sales and/or financial services experience required.
  • Flexible schedule required with ability to work during hours of operations, including weekends and occasional non-bank operational hours.
  • Demonstrate excellent communication (written and verbal) and interpersonal skills.
  • Able to work independently and exercise a high degree of initiative.
  • PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.

ESSENTIAL JOB FUNCTIONS:

Relationship Building

  • Exhibit consistent relationship building including, but not limited to:
    • Prepare for various customer interactions
    • Build rapport
  • Effectively utilize and document open and closed-ended questions to understand current and future financial goals of customers
  • Match customer needs to Seacoast Bank products and services
    • Confidently and proficiently explain Seacoast Bank products and services to customers
    • Proven ability to close sales based on customer needs
    • Ask for referrals from new and existing customers
    • Exhibit good listening skills and speak clearly and persuasively in positive or negative situations.
    • Strong understanding of Customer facing technology with the ability to discuss with and enroll customers in self-service products/processes
  • Respond promptly to customer needs and requests for service.  
  • Quickly seek out appropriate people in more complex financial matters.
  • Able to balance business needs with customer requests while managing potential risk to bank.
  • Embrace new technology and remain up to date on industry changes to create an open environment that fosters idea generation and innovation.
  • Participate in community, charitable or civic events.
  • Deliver presentations regarding banking products/services through networking events.
  • Exhibit strong work ethics and teamwork, collaborating with other associates within the branch and across the organization to develop trusting and cooperative working relationships.
  • Actively pursue NMLS registration status.
  • Build proficiencies in all consumer deposit and lending products and processes.
  • Develop on an introductory understanding of small business deposit and lending products and processes.
  • Demonstrate proficiency in outbound calling process.
  • Develop skills to identify referral opportunities with internal business partners.
  • Display proficiency in Customer facing technology with the ability to discuss with and enroll customers in self-service products/processes.

Operations

  • Open and process accounts, perform account maintenance, process checks, cash and the sale of negotiable instrument transactions adhering to the banks current policies and procedures, to include AML/BSA requirements. 
  • Ensure branch adherence to AML/BSA requirements, audit procedures, dual control, security, Business Continuity, and all other regulated banking requirements.
  • Responsible for reviewing and adhering to branch operational procedures and controls while communicating updates to associates. Follows up on all audit deficiencies.
  • Balance cash drawer daily and monitors own work for accuracy.
  • Follow instructions and responds to management direction to help resolve more difficult customer objections and solves problems in a timely and positive manner to retain the customer relationship.
  • Adhere to Seacoast Bank’s Code of Conduct.
  • Follow all safety and security procedures.

 

While performing the duties of this job, the associate is frequently required to stand.  The associate must occasionally lift and/ or move up to 25 pounds and may be required to stoop, kneel, crouch or crawl.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

#LI - TR1

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Top Skills

Customer-Facing Technology
Desktop Computers
Laptops
Microsoft Office Suite
Smartphones
Tablets
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Stuart, Florida
1,581 Employees

What We Do

Since 1926, Seacoast Bank has succeeded through a clear vision, planned strategic growth and talented, professional employees. Seacoast provides integrated financial services including commercial and consumer banking, wealth management and mortgage services to customers at 85 full-service branches across Florida, and through advanced mobile and online banking solutions. Seacoast Bank is the wholly owned subsidiary bank of Seacoast Banking Corporation of Florida (NASDAQ: SBCF), one of the largest community banks headquartered in Florida and is Member FDIC/Equal Housing Lending. As of 2023, Seacoast Bank has just under 1,600 associates, $15 billion in assets and $12 billion in deposits. Our Vision: To be the trusted advisor of choice to the customers, businesses, and communities we serve. Our Four Promises: We believe that our greatest assets will always be our people — local bankers who are knowledgeable about the communities we serve and dedicated to an exceptional customer experience. For nearly a century, Seacoast Bank’s commitment to customers has remained the same and is summarized by its Four Promises. We promise to: 1. Get you comfortable with the right products and the right team to serve you 2. Make your day-to-day banking simple 3. Resolve out-of-the-ordinary items responsively 4. Invest in you and your community Please note: This page is intended to be an informational place for our customers and employees to connect and interact. To ensure that visiting our LinkedIn page is a great experience for everyone, we have a several guidelines that we ask you to follow. The Seacoast Bank Social Media Terms Of Use can be viewed at https://www.seacoastbank.com/agreements-and-disclosures/social-terms.

Similar Jobs

SharkNinja Logo SharkNinja

VP - Marketing - LATAM

Beauty • Robotics • Design • Appliances • Manufacturing
In-Office
Miami, FL, USA
4000 Employees
247K-300K Annually

Chewy Logo Chewy

Project Manager

eCommerce • Healthtech • Pet • Retail • Pharmaceutical
Hybrid
Plantation, FL, USA
17800 Employees

Chewy Logo Chewy

Veterinary Technician III

eCommerce • Healthtech • Pet • Retail • Pharmaceutical
Hybrid
Plantation, FL, USA
17800 Employees

Capco Logo Capco

Artificial Intelligence Engineer

Fintech • Professional Services • Consulting • Energy • Financial Services • Cybersecurity • Generative AI
Hybrid
Orlando, FL, USA
6000 Employees

Similar Companies Hiring

Milestone Systems Thumbnail
Software • Security • Other • Big Data Analytics • Artificial Intelligence • Analytics
Lake Oswego, OR
1500 Employees
Fairly Even Thumbnail
Software • Sales • Robotics • Other • Hospitality • Hardware
New York, NY
Kepler  Thumbnail
Fintech • Software
New York, New York
6 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account