Role OverviewThe Senior Client Advisor will build and maintain relationships with customers, understanding their financial goals and matching them with Seacoast Bank products and services. They will also participate in community events and deliver presentations on banking products. The role requires a strong understanding of consumer deposit and lending products, as well as the ability to mentor other associates.
What You Will Do
The Senior Client Advisor will perform various tasks, including building relationships, processing accounts, and maintaining branch adherence to regulatory requirements. They will also follow up on audit deficiencies, practice ethical sales behaviors, and balance cash drawers.
Why It Might Be a Fit
The ideal candidate will have excellent communication and interpersonal skills, be able to work independently, and have a high degree of initiative. They will also be proficient in Microsoft Office Suite software and have experience in financial services, with a minimum of 4 years of experience required.
Requirements
- High School Diploma or equivalent
- Minimum of 6 months cash handling experience
- College degree preferred
- 4+ years in financial services experience
- Active NMLS registration status
- PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices
- Microsoft Office Suite software
Benefits
- Competitive salary
- Benefits package
- Opportunities for professional growth and development
- Flexible schedule with ability to work during hours of operations, including weekends and occasional non-bank operational hours
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