Client Advisor II - Lake Nona

PRIMARY OBJECTIVE:

A Client Advisor performs a broad range of tasks of varying complexities and scope to include both teller and platform responsibilities. Builds rapport with new and existing customers by utilizing the Relationship Building process to meet and support individual and organizations goals and values.

POSITION REQUIREMENTS:

• Bachelor's degree in a financial related discipline or minimum of two years in related banking experience.
• Previous work experience in sales, customer service and/or cash handling experience preferred.
• Ability to read and comprehend instructions, correspondence and emails.
• Ability to write correspondence and effectively present information in one on one situations to clients and associates in the organization.
• Use common sense in understanding and carrying out instructions furnished in written or oral form. Exhibits problem solving skills.
• Exhibits a strong attention to detail and performs repetitive tasks efficiently.
• Meets or exceeds individual sales goals consistently.
• Maintains an active NMLS registration status.
• Demonstrates excellent communication and interpersonal skills.

RESPONSIBILITES:

Operations

• Processes checks, cash and the sale of negotiable instrument transactions adhering to the banks current policies and procedures.
• Balances cash drawer daily and monitors own work for accuracy.
• Resolves problems or discrepancies on customer accounts in a timely manner.
• Includes appropriate people in decision-making process. Follows instructions and responds to management direction.
• Open and process accounts for customers and perform account maintenance adhering to the banks current policies and procedures.
• Schedule and prioritize work activities, effectively handling frequent interruptions while following up on commitments in a timely manner.
• Adheres to Seacoast National Bank's Code of Conduct.
• Follows all safety and security procedures.
• Follows a robust training curriculum and applies learned skills to maximize client experience.
• Able to effectively discuss, process and close all types of lending products.

Sales & Quality Customer Experience

• Provides an exceptional customer experience by adhering to the Standards for Excellence in Customer Service (separate document).
• Confidently recommends appropriate products and services designed to meet customer needs in a pleasant and professional manner, building rapport and demonstrating a genuine interest in the customer.
• Responds promptly to customer needs and requests for service both face to face and/or on the phone.
• Measures self against standard of excellence.
• Quickly seeks out appropriate people in more complex financial matters.
• Exhibits good listening skills and speaks clearly and persuasively in positive or negative situations.
• Able to recognize and recommend appropriate solutions through a series of relevant questioning utilizing the Relationship Builder tool to meet or exceed individual sales goals.
• Able to balance business needs with customer requests while managing potential risk to bank.

.Team Engagement

• Actively participates in branch daily huddles and follows through on commitments to team.
• Maintains product line proficiency utilizing all educational/training resources available.

• Recognizes referral opportunities and initiates introductions to other lines of business.
• Develops trusting & cooperative working relationships with customers and associates.
• Contributes to a positive working environment.
• Applies constructive feedback to improve individual performance.
• Exhibits the ability to mentor others.

While performing the duties of this job, the associate is frequently required to stand. The associate must occasionally lift and/ or move up to 25 pounds and may be required to stoop, kneel, crouch or crawl. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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 appraisals; recruitment; etc.

All Associates are required to adhere to the highest legal and ethical standards applicable to our industry, while observing both the spirit and letter of all government regulations, laws and bank policies and procedures.