Financial Services Representative

4 weeks ago


West Palm Beach, Florida, United States Seacoast Bank Full time
Job Summary

We are seeking a highly skilled and motivated Financial Services Representative to join our team at Seacoast Bank. As a key member of our branch, you will be responsible for building and maintaining strong relationships with our customers, providing exceptional customer service, and driving sales growth through effective product and service recommendations.

Key Responsibilities
  • Relationship Building: Develop and maintain strong relationships with customers, understanding their financial goals and needs, and providing tailored solutions to meet those needs.
  • Customer Service: Provide exceptional customer service, responding promptly to customer inquiries and resolving issues in a timely and professional manner.
  • Product and Service Recommendations: Effectively recommend and sell Seacoast Bank products and services to customers, ensuring that they are aware of and take advantage of the bank's offerings.
  • Operations: Perform various operational tasks, including opening and processing accounts, performing account maintenance, and processing transactions, while adhering to bank policies and procedures.
Requirements
  • Education: High school diploma or equivalent required.
  • Experience: Minimum of 6 months cash handling experience preferred, with 2+ years in financial services experience required.
  • Skills: Excellent communication and interpersonal skills, with the ability to work independently and exercise a high degree of initiative.
What We Offer
  • Competitive Compensation: A competitive salary and bonus structure.
  • Opportunities for Advancement: Opportunities for career growth and advancement within the bank.
  • Benefits: A comprehensive benefits package, including health insurance, retirement savings, and paid time off.


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