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Client Advisor II - Jacksonville *$1,000 Sign On Bonus*

Seacoast National Bank

Location: Jacksonville, FL This position is responsible for increasing branch assets, deposits, customer base and revenue by building rapport with new and existing customers to understand their current and future financial needs, and match Seacoast Bank's products and services to those needs. The Client Advisor will also function as a bank Teller, processing transactions for customers in the lobby and drive‑thru. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity. Relationship Building Prepare for various customer interactions. Build rapport with customers. Effectively utilize and document open‑ and closed‑ended questions to understand customers' current and future financial goals. 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 both positive and negative situations. Respond promptly to customer needs and requests for service. Quickly seek out appropriate people for more complex financial matters. Able to balance business needs with customer requests while managing potential risk to the bank. Embrace new technology and remain up to date on industry changes to foster idea generation and innovation. Participate in community, charitable or civic events. Deliver presentations regarding banking products/services through networking events. Exhibit strong work ethic and teamwork, collaborating with associates within the branch and across the organization. Maintain an active NMLS registration status and have the ability to acquire one. Exhibit proficiencies in all consumer deposit and lending products and processes. Exhibit understanding of small business deposit and lending products and processes. Exhibit high proficiency in outbound calling process. Be proficient in identifying referral opportunities with internal business partners. Build proficiencies with Treasury Management solutions and small business lending needs. Display proficiency in customer‑facing technology, enroll customers in self‑service products/processes. Work collaboratively with leadership to meet the needs of small business customers. Operations Open and process accounts, perform account maintenance, process checks, cash and negotiable instrument transactions while adhering to bank policies and protecting against criminal or fraudulent activity; escalates customer concerns as needed. Ensure branch adherence to AML/BSA requirements and related operational procedures, audit procedures, risk/control expectations, dual control, security, business continuity, and all other regulated banking requirements. Practice 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 monitor own work for accuracy. Follow instructions and respond to management direction to help resolve customer objections and solve problems in a timely and positive manner. Adhere to Seacoast Bank's Code of Conduct. Follow all safety and security procedures. Education and/or Experience High School Diploma or equivalent required. Minimum of 6 months cash handling experience preferred. College degree preferred. 2+ 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 written and verbal communication and interpersonal skills. Able to work independently and exercise a high degree of initiative. PC proficiency with Desktop, Laptop, Tablet, Smartphone devices and Microsoft Office Suite software. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr Seacoast National Bank

Vacancy posted 1 day ago
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