Senior Client Advisor

Seacoast Bank
Miami, FL
Category Banking
Job Description
Role Overview

The Senior Client Advisor is responsible for building and maintaining relationships with customers, understanding their financial goals, and matching them with Seacoast Bank products and services. The role requires excellent communication and interpersonal skills, as well as the ability to work independently and exercise initiative. The Senior Client Advisor will also be responsible for participating in community events, delivering presentations, and mentoring other associates.

What You Will Do

The main day-to-day responsibilities of the Senior Client Advisor include building relationships with customers, understanding their financial goals, matching them with Seacoast Bank products and services, and delivering presentations. The role also requires the ability to work independently and exercise initiative, as well as the ability to mentor other associates.

Why It Might Be a Fit

The Senior Client Advisor is a fit for candidates with excellent communication and interpersonal skills, as well as the ability to work independently and exercise initiative. The role requires a high degree of proficiency in consumer deposit and lending products and processes, as well as an expert understanding of small business deposit products and processes.

Requirements

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

Benefits

  • Flexible schedule
  • Ability to work during hours of operations, including weekends and occasional non-bank operational hours
]]>