Float Client Advisor - The Villages

Seacoast Bank
Any Location, FL
Category Banking
Job Description
Float Client Advisor will support multiple branch locations throughout The Villages, Florida, building relationships with customers and exhibiting strong listening and communication skills. The position requires a high degree of initiative, ability to work independently, and proficiency in customer-facing technology. The Float Client Advisor will also be responsible for delivering presentations, participating in community events, and adhering to branch operational procedures and controls.

Requirements

  • Relationship Building
  • Exhibit consistent relationship building
  • Build rapport
  • Effectively utilize and document open and closed-ended questions
  • 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
  • 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
  • Participate in community, charitable or civic events
  • Deliver presentations regarding banking products/services through networking events
  • Exhibit strong work ethics and teamwork
  • 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
  • Operations
  • Open and process accounts, perform account maintenance, process checks, cash and the sale of negotiable instrument transactions
  • Ensure branch adherence to AML/BSA requirements
  • Responsible for reviewing and adhering to branch operational procedures and controls
  • Balance cash drawer daily and monitors own work for accuracy
  • Follow instructions and responds to management direction
  • Adhere to Seacoast Bank’s Code of Conduct
  • Follow all safety and security procedures
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