Role OverviewThe Senior Client Advisor will build relationships with customers, understand their financial goals, and match them with Seacoast Bank products and services. They will also participate in community events, deliver presentations, and exhibit strong work ethics and teamwork. The role requires a high level of proficiency in consumer deposit and lending products, as well as an expert understanding of small business deposit products and processes.
What You Will Do
The Senior Client Advisor will perform various tasks such as building relationships, processing accounts, performing account maintenance, and ensuring branch adherence to AML/BSA requirements. They will also follow instructions, respond to management direction, and solve problems in a timely and positive manner.
Why It Might Be a Fit
The ideal candidate will have a high school diploma or equivalent, a minimum of 6 months of cash handling experience, and 4+ years of experience in financial services. They will also be able to work independently, exercise a high degree of initiative, and demonstrate excellent communication and interpersonal skills.
Requirements
- High School Diploma or equivalent
- Minimum of 6 months cash handling experience
- 4+ years in financial services experience
- Active NMLS registration status
- PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software
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