Senior Client Advisor - Banking & Lending
Overview
You will own the full client relationship at a Seacoast Bank branch in Miami, managing 4+ years of financial services expertise to drive deposits, lending, and small business growth. You will lead customer interactions, mentor associates, and ensure compliance with AML/BSA and NMLS standards. This role stands out for its focus on outbound calling, referral generation, and community engagement, with direct impact on branch performance and client retention.
What You'll Do10
- 1Build rapport with new and existing customers, using open and closed-ended questions to uncover financial goals and match them to Seacoast Bank products.
- 2Drive referrals from every interaction, converting satisfied customers into advocates for Seacoast Bank.
- 3Lead outbound calling campaigns to prospect new business, targeting Treasury Management and small business lending solutions.
- 4Mentor junior associates on deposit and lending processes, fostering a culture of excellence and teamwork.
- 5Process account openings, maintenance, and cash transactions, adhering to AML/BSA and audit controls.
- 6Enroll customers in self-service digital tools, including mobile banking and online platforms, to enhance their experience.
- 7Escalate complex financial matters to leadership, balancing customer needs with risk management.
- 8Represent Seacoast Bank at community events, delivering presentations on banking products and services.
- 9Maintain active NMLS registration and comply with all regulatory and ethical standards.
- 10Support branch leadership in operational and supervisory duties during their absence.
Requirements10
- 14+ years in financial services, with a proven track record in client advisory roles.
- 2Active NMLS registration or 2+ years lending experience required.
- 3High School Diploma or equivalent; college degree preferred.
- 4Minimum 6 months cash handling experience preferred.
- 5Expert proficiency in consumer deposit and lending products, plus intermediate small business lending knowledge.
- 6Demonstrated ability to source Treasury Management solutions and small business lending opportunities.
- 7High proficiency in outbound calling and referral generation, with strong listening and communication skills.
- 8PC proficiency across Desktop, Laptop, Tablet, and Smartphone devices, including Microsoft Office Suite.
- 9Flexible schedule with availability to work weekends and non-bank operational hours.
- 10Strong work ethic, teamwork, and ability to work independently.
Salary Insight
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