Client Relationship Manager
2 weeks ago
This role is responsible for driving business growth by building strong relationships with customers, understanding their financial needs, and matching them with Seacoast Bank's products and services. The ideal candidate will possess excellent communication and interpersonal skills, with the ability to work independently and exercise initiative.
Key Responsibilities- Relationship Building
- Develop and maintain relationships with new and existing customers to understand their current and future financial needs.
- Effectively utilize and document open and closed-ended questions to understand customer goals and match them with Seacoast Bank's products and services.
- Confidently and proficiently explain Seacoast Bank's products and services to customers and close 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 Seacoast Bank's current policies and procedures.
- 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.
- 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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Client Relations Specialist
4 weeks ago
Jupiter, Florida, United States Banfield Pet Hospital Full timePosition Overview The Client Service Coordinator ("CSC") is essential in managing the flow of clients and their pets within the veterinary facility. This role aims to enhance the productivity of the veterinary team while ensuring effective communication with clients and associates, all within a friendly and efficient environment. Key Responsibilities ...
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Client Relations Specialist
4 weeks ago
Jupiter, Florida, United States Banfield Pet Hospital Full timePosition Overview The Client Service Coordinator ("CSC") is essential in managing the flow of clients and their pets within the veterinary facility. This role is pivotal in enhancing the productivity of the veterinary team while ensuring effective communication with both clients and staff. The CSC is responsible for creating a warm and inviting atmosphere,...
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Client Advisor
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Jupiter, Florida, United States Seacoast Bank Full timeJob Summary:This role is responsible for driving business growth by building strong relationships with customers, understanding their financial needs, and matching them with Seacoast Bank's products and services. The ideal candidate will possess excellent communication and interpersonal skills, with the ability to work independently and exercise...
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Client Advisor
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Client Advisor
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Jupiter, Florida, United States Seacoast Bank Full timeJob SummaryThis role is responsible for driving business growth by building strong relationships with customers, understanding their financial needs, and matching them with Seacoast Bank's products and services. The ideal candidate will possess excellent communication and interpersonal skills, with the ability to work independently and exercise...
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Client Relations Specialist
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Client Experience Specialist
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