About the position
As a Travel Client Advisor I at Seacoast Bank, you will play a crucial role in building and maintaining relationships with customers while providing exceptional service and support. Your primary responsibility will be to engage with customers, understand their financial goals, and match their needs with the appropriate Seacoast Bank products and services. You will be expected to prepare for various customer interactions, build rapport, and effectively utilize both open and closed-ended questions to gather information about their current and future financial aspirations. Your ability to confidently explain our products and services will be essential in closing sales and asking for referrals from both new and existing customers. In addition to relationship building, you will be responsible for operational tasks such as opening and processing accounts, performing account maintenance, and ensuring compliance with the bank's policies and procedures. You will need to balance business needs with customer requests while managing potential risks to the bank. Your role will also involve embracing new technology and staying updated on industry changes to foster an innovative environment. Participation in community events and delivering presentations about banking products and services will be part of your responsibilities, as will collaborating with other associates to develop trusting relationships across the organization. To succeed in this position, you will need to develop proficiencies in consumer deposit and lending products, as well as an introductory understanding of small business deposit and lending processes. You will also demonstrate proficiency in outbound calling and identify referral opportunities with internal business partners. Your strong work ethic, teamwork, and commitment to ethical sales behaviors will be critical in ensuring customer satisfaction and adherence to the bank's Code of Conduct.
Responsibilities
- Build and maintain relationships with customers to understand their financial goals.
- Match customer needs to Seacoast Bank products and services.
- Explain Seacoast Bank products and services confidently and proficiently.
- Close sales based on customer needs and ask for referrals from customers.
- Respond promptly to customer needs and requests for service.
- Open and process accounts, perform account maintenance, and process transactions adhering to bank policies.
- Ensure compliance with AML/BSA requirements and operational procedures.
- Balance cash drawer daily and monitor work for accuracy.
- Participate in community, charitable, or civic events to promote the bank.
- Deliver presentations regarding banking products/services through networking events.
Requirements
- High School Diploma or equivalent required.
- Minimum of 6 months cash handling experience required.
- 1+ years in retail sales and/or financial services experience preferred.
- Excellent communication (written and verbal) and interpersonal skills.
- PC proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.
- Ability to work independently and exercise a high degree of initiative.
Nice-to-haves
- Experience in outbound calling processes.
- Understanding of small business deposit and lending products and processes.
Benefits
- Competitive salary based on experience.
- Opportunities for professional development and training.
- Flexible scheduling options including weekends and occasional non-bank operational hours.
