Client Advisor - Bronson
Company: Seacoast Bank
Location: Bronson
Posted on: May 25, 2023
|
|
Job Description:
Since opening our doors in 1926, Seacoast Bank has embraced a
visionary approach to the future while remaining true to our local
roots and family values. Based in Stuart, we are one of the largest
publicly traded banks headquartered in Florida.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.We offer exciting and
challenging opportunities in an environment that supports
diversity, enabling associates across the organization a greater
sense of empowerment to create change for the better. This is
evident in our American Banker "Best Banks to Work For" and "Best
Places to Work for LGBT Equality" by the Human Rights Campaign
designations.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. The Client Advisor will also
function as a bank Teller, processing transactions for customers in
the lobby and drive-thru. Consistently gains the confidence and
trust of others through honesty, integrity, and
authenticity.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 BuildingExhibit consistent relationship
building including, but not limited to:Prepare for various customer
interactionsBuild rapportEffectively utilize and document open and
closed-ended questions to understand current and future financial
goals of customersMatch customer needs to Seacoast Bank products
and servicesConfidently and proficiently explain Seacoast Bank
products and services to customersProven ability to close sales
based on customer needsAsk for referrals from new and existing
customersExhibit 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/processesRespond promptly to customer needs and requests
for service.Quickly seek out appropriate people in more complex
financial matters.Able to balance business needs with customer
requests while managing potential risk to bank.Embrace new
technology and remain up to date on industry changes to create an
open environment that fosters idea generation and
innovation.Participate in community, charitable or civic
events.Deliver presentations regarding banking products/services
through networking events.Exhibit strong work ethics and teamwork,
collaborating with other associates within the branch and across
the organization to develop trusting and cooperative working
relationships.Actively pursue NMLS registration status.Build
proficiencies in all consumer deposit and lending products and
processes.Develop on an introductory understanding of small
business deposit and lending products and processes.Demonstrate
proficiency in outbound calling process.Develop skills to identify
referral opportunities with internal business partners.Display
proficiency in Customer facing technology with the ability to
discuss with and enroll customers in self-service
products/processes.OperationsOpen 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.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.The statements above are intended to describe the general
nature and level of work being performed by people assigned to this
position. They are not intended to be an exhaustive list of
responsibilities, duties, and skills. Because these statements are
general, the job description is used for a variety of purposes
including job evaluations; performance appraisals; recruitment;
etc.All Associates are required to adhere to the highest legal and
ethical standards applicable to our industry while observing both
the spirit and letter of all government regulations, laws, and bank
policies and procedures.Equal Opportunity Employer/Protected
Veterans/Individuals with DisabilitiesThe contractor will not
discharge or in any other manner discriminate against employees or
applicants because they have inquired about, discussed, or
disclosed their own pay or the pay of another employee or
applicant. However, employees who have access to the compensation
information of other employees or applicants as a part of their
essential job functions cannot disclose the pay of other employees
or applicants to individuals who do not otherwise have access to
compensation information, unless the disclosure is (a) in response
to a formal complaint or charge, (b) in furtherance of an
investigation, proceeding, hearing, or action, including an
investigation conducted by the employer, or (c) consistent with the
contractor's legal duty to furnish information. 41 CFR
60-1.35(c)
Keywords: Seacoast Bank, Gainesville , Client Advisor - Bronson, Other , Bronson, Florida
Click
here to apply!
|