Financial Relationship Manager
4 weeks ago
Job Overview
At Seacoast Bank, we are committed to providing exceptional customer experiences and driving growth through relationship-building. As a Client Advisor, you will play a critical role in increasing branch assets, deposits, and revenue by fostering strong relationships with new and existing customers.
About the Role
We are seeking a highly motivated and results-driven individual to join our team as a Client Advisor. This dynamic role involves building rapport with customers to understand their financial needs and matching our products and services to those needs. You will also function as a bank Teller, processing transactions for customers in the lobby and drive-thru.
Key Responsibilities
- Relationship Building: Exhibit consistent relationship-building skills, including preparing for customer interactions, building rapport, and effectively utilizing open and closed-ended questions to understand current and future financial goals of customers.
- Product Knowledge: Confidently and proficiently explain Seacoast Bank products and services to customers, match customer needs to our products and services, and demonstrate strong understanding of customer-facing technology.
- Operations: Open and process accounts, perform account maintenance, process checks, cash, and sales of negotiable instruments transactions adhering to the bank's current policies and procedures.
Requirements
- Education: High School Diploma or equivalent required.
- Experience: Minimum of 6 months cash handling experience required.
- Skills: Excellent communication (written and verbal) and interpersonal skills, ability to work independently and exercise high degree of initiative, and proficiency in Microsoft Office Suite software.
What We Offer
As a valued member of our team, you can expect a competitive salary range of $40,000 - $60,000 per year, depending on experience, plus opportunities for professional growth and development. We offer a dynamic work environment, excellent benefits, and a commitment to diversity, equity, and inclusion.
Seacoast Bank Culture
We believe that our greatest assets will always be our people – local bankers who are knowledgeable about the communities we serve and dedicated to providing an exceptional customer experience. Our culture is built on values such as honesty, integrity, and authenticity, and we strive to create an open environment that fosters idea generation and innovation.
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