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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.
ESSENTIAL DUTIES AND RESPONSIBILITIES :
Relationship Building
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, protecting the Bank against the risk and exposure of criminal or fraudulent activity.
Escalate customer concerns as needed.
communicate any updates to associates. Follows up on all audit / scorecard / QC deficiencies.
EDUCATION and / or EXPERIENCE :
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 reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry.
It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles.
This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.
LI-SK1
Last updated : 2024-04-08
Full Time
Banking
$29k-35k (estimate)
04/10/2024
07/08/2024
seacoastbanking.com
STUART, FL
500 - 1,000
1926
Public
CHARLES SHAFFER
$200M - $500M
Banking
Seacoast Bank is a financial firm that provides wealth management, mortgage, commercial and retail banking services for individuals and businesses.
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