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Financial Client 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 pivotal role in fostering connections with both prospective and current clients to assess their financial requirements and align them with suitable products and services provided by the institution. This position also encompasses responsibilities as a Teller, executing transactions within 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 offerings tailored to client needs
  • Effectively finalize sales and solicit referrals
  • Remain informed about industry developments and technological advancements

Operational Duties

  • Execute transactions and manage account updates
  • Adhere to banking regulations and security protocols
  • Maintain ethical standards when presenting additional offerings
  • Balance cash drawer and address client inquiries

QUALIFICATIONS:

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