Client Advisor

6 days ago

Trenton, United States Seacoast Bank Full time
Description

JOB SUMMARY:

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.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Relationship Building

  • Exhibit consistent relationship building including, but not limited to:
    • Prepare for various customer interactions
    • Build rapport
  • Effectively utilize and document open and closed-ended questions to understand current and future financial goals of customers
  • Match customer needs to Seacoast Bank products and services
    • Confidently and proficiently explain Seacoast Bank products and services to customers
    • Proven ability to close sales based on customer needs
    • Ask for referrals from new and existing customers
    • Exhibit good listening skills and speak clearly and persuasively in positive or negative situations.
    • Strong understanding of Customer facing technology with the ability to discuss with and enroll customers in self-service products/processes
  • Respond promptly to customer needs and requests for service.
  • Quickly seek out appropriate people in more complex financial matters.
  • Able to balance business needs with customer requests while managing potential risk to bank.
  • Embrace new technology and remain up to date on industry changes to create an open environment that fosters idea generation and innovation.
  • Participate in community, charitable or civic events.
  • Deliver presentations regarding banking products/services through networking events.
  • Exhibit strong work ethics and teamwork, collaborating with other associates within the branch and across the organization to develop trusting and cooperative working relationships.
  • Actively pursue NMLS registration status.
  • Build proficiencies in all consumer deposit and lending products and processes.
  • Develop on an introductory understanding of small business deposit and lending products and processes.
  • Demonstrate proficiency in outbound calling process.
  • Develop skills to identify referral opportunities with internal business partners.
  • Display proficiency in Customer facing technology with the ability to discuss with and enroll customers in self-service products/processes.

Operations

  • Open and process accounts, perform account maintenance, process checks, cash and the sale of negotiable instrument transactions adhering to the banks current policies and procedures, protecting the Bank against the risk and exposure of criminal or fraudulent activity. Escalate customer concerns as needed.
  • Ensure branch adherence to AML/BSA requirements (Customer Identification Program, Account Opening Customer Due Diligence, ongoing profiling requirements, Enhanced Due Diligence, OFAC, Suspect Activity Form, etc.), operational procedures, audit procedures, risk/control expectations, dual control, security, Business Continuity, and all other regulated banking requirements; communicate any updates to associates. Follows up on all audit / scorecard / QC deficiencies.
  • Practices 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 monitors own work for accuracy.
  • Follow instructions and responds to management direction to help resolve more difficult customer objections and solves problems in a timely and positive manner to retain the customer relationship.
  • 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 required.
  • College degree or 1+ years in retail sales and/or 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 communication (written and verbal) and interpersonal skills.
  • Able to work independently and exercise a high degree of initiative.
  • PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.

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 reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

  • Client Advisor

    3 weeks ago

    Trenton, United States Dolce & Gabbana S.r.l. Full time

    Dolce & Gabbana, a leader in the world of luxury fashion, has an exceptional career opportunity available at our American Dream Boutique . We are seeking an exceptional Client Advisor with an established client portfolio and 3-5 years of previous Luxury Retail experience working for a luxury brand. Main Activities And Responsibilities Provide impeccable...

  • Client Advisor

    3 weeks ago

    Trenton, United States Dolce & Gabbana S.r.l. Full time

    Dolce & Gabbana, a leader in the world of luxury fashion, has an exceptional career opportunity available at our American Dream Boutique . We are seeking an exceptional Client Advisor with an established client portfolio and 3-5 years of previous Luxury Retail experience working for a luxury brand. Main Activities And Responsibilities Provide impeccable...

  • Stratascale Client Advisor

    2 weeks ago

    Trenton, New Jersey, United States StrataScale Full time

    Job Title: Client AdvisorThe Client Advisor's main focus will be on nurturing existing business relationships while also expanding the customer base within a specific Named Account List comprising Fortune 1000 companies. In this role, you will engage in discussions with technology C-level executives regarding digital transformation, agility, and...

  • Client Advisor

    1 month ago

    Trenton, United States Spieldenner Financial Group Full time

    Spieldenner Financial Group is a part of one the fastest-growing insurance organization in the country. Our most important focus areas include getting agents paid quickly, keeping costs minimal, and giving agents the training and support needed to achieve success. Job Duties: Setting Appointments: 6-8 hours per week: reaching out to potential clients that...

  • Client Advisor

    1 month ago

    Trenton, United States Spieldenner Financial Group Full time

    Job DescriptionJob DescriptionSpieldenner Financial Group is a part of one the fastest-growing insurance organization in the country. Our most important focus areas include getting agents paid quickly, keeping costs minimal, and giving agents the training and support needed to achieve success. Job Duties:Setting Appointments: 6-8 hours per week: reaching...

  • Client Advisor

    3 weeks ago

    Trenton, United States Spieldenner Financial Group Full time

    Job DescriptionJob DescriptionSpieldenner Financial Group is a part of one the fastest-growing insurance organization in the country. Our most important focus areas include getting agents paid quickly, keeping costs minimal, and giving agents the training and support needed to achieve success. Job Duties:Setting Appointments: 6-8 hours per week: reaching...

  • Client Advisor

    2 weeks ago

    Trenton, United States Spieldenner Financial Group Full time

    Job DescriptionJob DescriptionSpieldenner Financial Group is a part of one the fastest-growing insurance organization in the country. Our most important focus areas include getting agents paid quickly, keeping costs minimal, and giving agents the training and support needed to achieve success. Job Duties:Setting Appointments: 6-8 hours per week: reaching...

  • Client Advisor

    4 days ago

    Trenton, United States Group 1 Auto Full time

    Overview CONSIDER A CAREER WITH US! BMW of Atlantic City is part of the fast growing Group 1 Automotive, a leader in automotive retail. We are growing and looking for a quality Client Advisor to work with our Quality Dealership representing our Quality Product! We want you to be a part of the future success of BMW of Atlantic City! We offer... A Great...

  • Client Advisor

    7 days ago

    Trenton, United States Seacoast Bank Full time

    Job DescriptionJob DescriptionJOB SUMMARY: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...

  • Client Advisor

    3 days ago

    Trenton, United States Seacoast Bank Full time

    JOB SUMMARY: 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...

  • Client Advisor

    6 days ago

    Trenton, United States Seacoast Bank Full time

    Description JOB SUMMARY: 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...

  • Sales Representative

    1 month ago

    Trenton, United States Professor Gatsby's Heating and Cooling Full time

    Job DescriptionJob DescriptionProfessor Gatsby's Heating & Cooling of Trenton, NJ is looking to hire a full-time HVAC Sales Representative - Comfort Advisor to set appointments and go over HVAC products with leads at their homes and businesses. Are you a motivated salesperson who is looking to advance your career with an established and respected...

  • Client Relationship Specialist

    3 days ago

    Trenton, United States Wealth Pilot Financial Full time

    Robert Zwigart is a Client Relationship Specialist for WealthPilot Financial (WPF). In his role with the firm, Bob utilizes a cross-functional skillset that assists with client relations and practice management. He assists the financial advisors who offer the full-spectrum of investment planning, cash-flow modeling, retirement planning, and risk...

  • Client Service Associate

    4 weeks ago

    Trenton, United States GemHarvest Full time

    **Client Service Associate** **Multi-Billion Wealth Management Firm** **Greater Philadelphia Region** **Overview** Established and growing Independent RIA serving high net worth and ultra high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client Services. The Firm provides sophisticated...

  • Insurance / Annuity / Financial Advisor: PreSet Appts 100k to 350k

    1 month ago

    Trenton, United States United Placement Group Full time

    Job DescriptionJob DescriptionUnleash Your Potential as a Financial Advisor: Join Our Elite TeamAre you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion for annuity sales? Do you hold an active Health and Life insurance license and aspire to achieve even greater heights in your financial planning career? If so, we have an...

  • Client Partner

    4 weeks ago

    Trenton, United States Impetus Full time

    Impetus Technologies is focused on enabling a unified, clear, and present view for the intelligent enterprise by enabling data warehouse modernization, unification of data sources, self-service ETL, advanced analytics, and BI consumption. For more than a decade, Impetus has been the 'Partner of Choice' for several Fortune 500 enterprises in transforming...

  • Automotive Service Advisor-hyundai

    3 weeks ago

    Trenton, United States Auto Services Unlimited Full time

    Here we grow again! As we expand, **Hyundai of Trenton** is seeking an experienced Service Advisor. To further elevate our current business to a world-class experience. **Income Potential up to $75,000.** **What You Do**: - Interact with customers to determine immediate service needs - Serve as a liaison between technicians and customers - Provide...

  • Housing Recovery Advisor

    2 weeks ago

    Trenton, United States Biogensys Full time

    Job DescriptionJob DescriptionWe are hiring a Housing Recovery Advisor (Construction Management Specialist) for one of our clients in Trenton, NJ.Job Description:Under the direction of the Disaster Recovey and Mitigation Division, Housing Recovery Program Manager, perform complex administrative, analytical and professional work to promote the planning,...

  • Sales Assistant

    5 days ago

    Trenton, United States PT&C Group LLC Full time

    Job DescriptionJob DescriptionDescription:Due to continuing growth, we are seeking a Sales Assistant to join our team. The Sales Assistant is a key part of our team – you will assist our team of three advisors and will be responsible for carrying out job functions that promote the acquisition and retention of long-term quality clients through performing...

  • Sales Assistant

    1 month ago

    Trenton, United States PT&C Group LLC Full time

    Job DescriptionJob DescriptionDescription:Due to continuing growth, we are seeking a Sales Assistant to join our team. The Sales Assistant is a key part of our team – you will assist our team of three advisors and will be responsible for carrying out job functions that promote the acquisition and retention of long-term quality clients through performing...