Client Advisor - Williston
On-siteWilliston, Florida, United States
Job Summary
Prepare for customer interactions, build rapport, and match client needs to Seacoast Bank products while confidently explaining services and closing sales. Process accounts, manage cash drawers, and handle checks and negotiable instruments adhering to AML/BSA requirements and security procedures. Document open and closed-ended questions to understand financial goals, respond promptly to requests, and enroll customers in self-service products. Balance business needs with customer requests, seek referrals, and deliver presentations at networking events. Actively pursue NMLS registration, develop proficiency in deposit and lending products, and demonstrate strong communication skills. Work independently with a flexible schedule including weekends and non-bank hours.
Required Qualifications
- High School Diploma or equivalent
- Minimum of 6 months cash handling experience
- College degree or 1+ years in retail sales and/or financial services experience
- Flexible schedule 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
- Actively pursue NMLS registration status
Desired Qualifications
- Develop 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
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