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Client Advisor I - Avon Park

Seacoast Bank · Avon Park, Estados Unidos Da América · Onsite

  • Junior
  • Escritório em Avon Park
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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

  • 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
  • Respond 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.

 

Operations

  • 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.

 

 

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.