Senior Client Advisor - Clermont
Overview
Lead client relationship strategy and drive revenue growth for Seacoast Bank in Orlando. Own client interactions and ensure satisfaction at scale. Drive strategic initiatives to expand market share. Differentiate through personalized advisory services.
What You'll Do11
- 1Build and maintain strong client relationships through proactive engagement and consultative selling
- 2Analyze customer financial objectives and recommend tailored product solutions
- 3Deliver compelling presentations about banking products at networking events
- 4Process deposits loans and payments while maintaining compliance with AML/BSA regulations
- 5Mentor junior associates in client advisory techniques and banking processes
- 6Collaborate with cross-functional teams to solve complex client financial challenges
- 7Maintain accurate cash drawer balances and conduct daily reconciliations
- 8Escalate client concerns promptly and implement resolution strategies
- 9Stay current with industry trends and regulatory changes to provide innovative advice
- 10Support branch leadership in operational and customer service supervision
- 11Develop and execute outreach programs to generate qualified referrals
Requirements11
- 15+ years experience in client advisory roles
- 2High School Diploma or equivalent required
- 3Minimum of 4 years in financial services
- 4Proven track record of earning lending certifications
- 5Active NMLS license with 2+ years lending experience
- 6Excellent written and verbal communication skills
- 7Proficiency with desktop and mobile technology platforms
- 8Ability to work flexible hours including weekends
- 9Strong analytical abilities and problem-solving mindset
- 10Commitment to ethical sales practices and professional conduct
- 11Experience with treasury management solutions and small business lending
Salary Insight
Salary not disclosed in listing
Location
Required Skills
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