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Financial Services Consultant

2 months ago

Williston, Florida, United States Seacoast Bank Full time
Seacoast Bank - Client Advisor

POSITION OVERVIEW:

The Client Advisor at Seacoast Bank plays a crucial role in fostering connections with both prospective and current clients to assess their financial requirements and align them with suitable offerings from the bank. This position also encompasses the responsibilities of a Teller, executing transactions at the branch and drive-thru, while upholding trust and integrity.

KEY RESPONSIBILITIES:

Client Engagement

  • Prepare thoroughly for client interactions
  • Inquire about client objectives to comprehend their financial aspirations
  • Advise on Seacoast Bank services tailored to client needs
  • Effectively finalize sales and seek referrals
  • Remain informed about industry developments and technological advancements

Operational Duties

  • Handle transactions and manage account activities
  • Adhere to banking regulations and security protocols
  • Maintain ethical standards when presenting additional services
  • Balance cash drawer and address client inquiries

QUALIFICATIONS:

  • High School Diploma or equivalent is mandatory
  • At least 6 months of experience in cash handling is essential
  • A college degree or a minimum of 1 year in retail sales and/or financial services is required
  • Flexibility in scheduling is necessary
  • Strong communication skills and proficiency in computer applications are vital