Senior Client Advisor - Oviedo
Company: Seacoast Bank Careers
Location: Oviedo
Posted on: April 2, 2026
|
|
|
Job Description:
ESSENTIAL DUTIES AND RESPONSIBILITIES: Relationship Building
Exhibit consistent relationship building including, but not limited
to: Prepare for various customer interactions Build rapport
Effectively utilize and document open and closed-ended questions to
understand current and future financial goals of customers Match
customer needs to Seacoast Bank products and services Confidently
and proficiently explain Seacoast Bank products and services to
customers Proven ability to create and enhance relationships 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. 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 to create
an open environment that fosters idea generation and innovation.
Participate in community, charitable or civic events. Deliver
presentations regarding banking products/services through
networking events. Exhibit strong work ethics and teamwork,
collaborating with other associates within the branch and across
the organization to develop trusting and cooperative working
relationships. Maintain an active NMLS registration status. Exhibit
high proficiencies in all consumer deposit and lending products and
processes. Has the ability to mentor other associates. Exhibit
expert understanding of small business deposit products and
processes and an intermediate understanding of small business
lending products and processes. Exhibit high proficiency in
outbound calling process. Has the ability to mentor other
associates. Highly effective with proven track record in
identifying referral opportunities with internal business partners.
Ability to source Treasury Management solutions and services and
small business lending needs. Be highly proficient and leads
Customer facing technology with the ability to discuss with and
enroll customers in self-service products/processes Assist
leadership team by processing applications to meet the needs of
small business customers. Operations Open and process accounts,
perform account maintenance, process checks, cash and the sale of
negotiable instrument transactions adhering to the banks current
policies and procedures, protecting the Bank against the risk and
exposure of criminal or fraudulent activity. Escalate customer
concerns as needed. Ensure branch adherence to AML/BSA requirements
(Customer Identification Program, Account Opening Customer Due
Diligence, ongoing profiling requirements, Enhanced Due Diligence,
OFAC, Suspect Activity Form, etc.), operational procedures, audit
procedures, risk/control expectations, dual control, security,
Business Continuity, and all other regulated banking requirements;
communicate any updates to associates. Follows up on all audit /
scorecard / QC deficiencies. Practices ethical sales behaviors in
accordance with the Associate Code of Conduct and Sales Practices
Policy, acting in the best interest of the customer when offering
additional products and services. Balance cash drawer daily and
monitors own work for accuracy. Follow instructions and responds to
management direction to help resolve more difficult customer
objections, and solves problems in a timely and positive manner to
retain the customer relationship. Adhere to Seacoast Bank’s Code of
Conduct. Follow all safety and security procedures. May support
Branch Leadership in operational and customer service supervisory
functions in Branch Leadership absence. EDUCATION and/or
EXPERIENCE: 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.
LI-MG1 The Statements above are intended to describe the general
nature and level of work being performed by people assigned to this
position. They are not intended to be an exhaustive list of
responsibilities, duties, and skills. Because these statements are
general, the job description is used for a variety of purposes
including job evaluations; performance reviews; recruitment; etc.
All Associates are required to adhere to the highest legal and
ethical standards applicable to our industry. It is the policy of
Seacoast Bank that all Associates will be familiar and compliant
with all regulatory, legal, ethical and Bank risk mitigation
requirements pertaining to both our industry and their individual
roles. This includes the on time, successful completion of annual
required training post-hire and effective execution of role
responsibilities.
Keywords: Seacoast Bank Careers, Deltona , Senior Client Advisor - Oviedo, Accounting, Auditing , Oviedo, Florida
