Client Advisor

4 weeks ago

Jupiter, Florida, United States Seacoast Bank Full time
Job 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.

Key Responsibilities:

  • Relationship Building:
    • Exhibit consistent relationship building, including preparing for various customer interactions, building rapport, and utilizing open and closed-ended questions to understand current and future financial goals of customers.
    • Match customer needs to Seacoast Bank products and services, confidently explaining products and services to customers and closing sales based on customer needs.
    • Ask for referrals from new and existing customers and exhibit good listening skills and speak clearly and persuasively in positive or negative situations.
  • Operations:
    • Open and process accounts, perform account maintenance, process checks, cash, and the sale of negotiable instrument transactions, adhering to the bank's current policies and procedures and protecting the bank against the risk and exposure of criminal or fraudulent activity.
    • Ensure branch adherence to AML/BSA requirements, operational procedures, audit procedures, risk/control expectations, dual control, security, Business Continuity, and all other regulated banking requirements.
    • Practice 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.

Requirements:

  • 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.

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