Senior Client Advisor - Boca Raton - Glades

Seacoast Bank
Any Location, FL
Category Banking
Job Description
The Senior Client Advisor will be responsible for building and maintaining relationships with customers, understanding their financial goals, and providing solutions to meet their needs. The role involves customer interaction, sales, and account management, as well as adherence to bank policies and procedures. The ideal candidate will have a strong understanding of consumer deposit and lending products, and be able to work independently and as part of a team.

Requirements

  • High School Diploma or equivalent required
  • Minimum of 6 months cash handling experience preferred
  • College degree preferred
  • 4+ years in 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
  • Active NMLS or 2+ years lending experience required

Benefits

  • Health insurance
  • Dental insurance
  • Vision insurance
  • 401(k) or other retirement plan
  • Paid time off
  • Holiday pay
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