Client Advisor - LongwoodSeacoast Bank • Longwood, FL, US
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Client Advisor - Longwood
Seacoast Bank • Longwood, FL, US
[job_card.30_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]Exhibit consistent relationship building including, but not limited to : Prepare for various customer interactions Build rapport Effectively utilize and document open and closed-ended questions to understand current and future financial goals of customers Match customer needs to Seacoast Bank products and services Confidently and proficiently explain Seacoast Bank products and services to customers Proven ability to close sales based on customer needs Ask for referrals from new and existing customers Exhibit good listening skills and speak clearly and persuasively in positive or negative situations. Strong understanding of Customer facing technology with the ability to discuss with and enroll customers in self-service products / processes Open and process accounts, perform account maintenance, process checks, cash and the sale of negotiable instrument transactions adhering to the banks current policies and procedures, to include AML / BSA requirements. Ensure branch adherence to AML / BSA requirements, audit procedures, dual control, security, Business Continuity, and all other regulated banking requirements. Responsible for reviewing and adhering to branch operational procedures and controls while communicating updates to associates. Follows up on all audit deficiencies. Balance cash drawer daily and monitors own work for accuracy. Follow instructions and responds to management direction to help resolve more difficult customer objections and solves problems in a timely and positive manner to retain the customer relationship. Adhere to Seacoast Bank's Code of Conduct. Follow all safety and security procedures.
Client Advisor - Longwood
Location : Longwood, FL
Qualifications :
- 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.
Essential Job Functions :
Relationship Building :
Operations :
While performing the duties of this job, the associate is frequently required to stand. The associate must occasionally lift and / or move up to 25 pounds and may be required to stoop, kneel, crouch or crawl. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws.
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Client Advisor • Longwood, FL, US
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