JOB SUMMARY:
Global Banking Client Advisor is a specialized role which requires a person with strong analytical and problem solving and interpersonal skills. The Global Banking Client Advisor must have a strong background and experience in international banking, with an understanding or applicable BSA/AML regulations and laws. The primary responsibility of the Global Banking Client Advisor is to support a team of Global Banking Officers in the day-to-day management of set portfolio of high-net-worth clients. Global Banking Client advisor must be well verse in the opening of accounts for complex structures and foreign entities. The bankers must possess a high level of customer service skills and strive to meet customer specific needs while uncovering new opportunities in residential mortgage and investments. The successful candidate must have the ability to work in a fast-paced and goal-oriented environment. Problem solving and decision-making skills are necessary.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Support a team of bankers to develop, manage and retain client relationships with a selected group of high-net-worth clients in order to help them grow their book of business through existing and prospective clients.
- 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 Global 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, protecting the Bank against the risk and exposure of criminal or fraudulent activity. Escalate customer concerns as needed.
- Ensure branch adherence to AML/BSA requirements (Customer Identification Program, Account Opening Customer Due Diligence, ongoing profiling requirements, Enhanced Due Diligence, OFAC, Suspect Activity Form, etc.), operational procedures, audit procedures, risk/control expectations, dual control, security, Business Continuity, and all other regulated banking requirements; communicate any updates to associates. Follows up on all audit / scorecard / QC deficiencies.
- Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the customer when offering additional products and services.
- Responsible for reviewing account documentation. Follows up on all audit deficiencies.
- 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. Demonstrate analytical and
- Problem solving skills with the ability to identify address and mitigate potential problems.
- Support customer service unit Servicio Global as needed.
- Adhere to Seacoast Bank’s Code of Conduct.
- Follow all safety and security procedures.
EDUCATION and/or EXPERIENCE:
- Minimum 2-5 Years banking experience preferred working with both domestic and international clients primarily Latin American clients.
- College degree or 5+ years in retail sales and/or financial services with international clientele is required.
- Bilingual in English and Spanish is required. Trilingual in English, Spanish, and Portuguese is highly preferred.
- Strong knowledge of documentation requirement for international clients to include complex structures.
- 2+ years of experience preparing KYC’s
- Able to work independently and exercise a high degree of initiative.
- Exceptional communication, customer service and organizational skills.
- PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.
- Demonstrate excellent communication skills (written and verbal) in both English/Spanish
DISCLAIMER:
The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities
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.
Skills Required
- 2-5 years banking experience with domestic and international clients (primarily Latin America)
- College degree or 5+ years in retail sales and/or financial services with international clientele
- Bilingual in English and Spanish
- Trilingual in English, Spanish, and Portuguese
- Strong knowledge of documentation requirements for international clients, including complex structures
- 2+ years preparing KYC (Know Your Customer) documentation
- Understanding of BSA/AML regulations and OFAC compliance
- Ability to open accounts for complex structures and foreign entities
- Actively pursue NMLS registration status
- Exceptional communication, customer service, and organizational skills
- PC proficiency including Desktop, Laptop, Tablet, Smartphone, and Microsoft Office Suite
- Ability to work independently and exercise a high degree of initiative
Seacoast Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Seacoast Bank and has not been reviewed or approved by Seacoast Bank.
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Leave & Time Off Breadth — Paid holidays, vacation/PTO, and sick leave are part of the package, with bank holidays providing additional time off beyond standard PTO.
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Retirement Support — A 401(k) with company match and profit sharing are offered, alongside an active employee stock purchase plan that broadens long‑term wealth‑building options.
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Wellbeing & Lifestyle Benefits — Medical, dental, vision, wellness program, EAP, flexible spending accounts, tuition reimbursement, and banking‑service perks (e.g., free accounts and safe‑deposit box) round out total compensation beyond base pay.
Seacoast Bank Insights
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.
