What are the responsibilities and job description for the Client Advisor - Cross City position at Seacoast Bank?
Location: Cross City, FL
ESSENTIAL JOB FUNCTIONS:
Relationship Building
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.
- 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.
- 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.