- 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 create and enhance relationships 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.
- 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.
- Maintain an active NMLS registration status. Ability to acquire an NMLS registration status
- Exhibit proficiencies in all consumer deposit and lending products and processes.
- Exhibit and understanding of small business deposit and lending products and processes.
- Exhibit high proficiency in outbound calling process.
- Be proficient in identifying referral opportunities with internal business partners.
- Build proficiencies with Treasury Management solutions and small business lending needs.
- Display proficiency in Customer facing technology with the ability to discuss with and enroll customers in self-service products/processes.
- Work collaboratively with leadership team to meet the needs of small business customers.
- 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.
- Ensure branch adherence to AML/BSA requirements (Customer Identification Program, Account Opening Customer Due Diligence, ongoing profiling requirements, Enhanced Due Diligence, OFAC, Suspect Activity Form, etc.), operational procedures, audit procedures, risk/control expectations, dual control, security, Business Continuity, and all other regulated banking requirements; communicate any updates to associates. Follows up on all audit / scorecard / QC deficiencies.
- Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the customer when offering additional products and services.
- 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 preferred.
- College degree preferred.
- 2+ years in 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.
-
Private Client Advisor II
2 weeks ago
The Bank of America Corporation Sarasota, United StatesThis role is responsible for new client acquisition, deepening client relationships and building upon an internal and external network to achieve business development goals. The Private Client Advisor leads the client management process (CMP) and par Client Advisor, Advisor, Priv ...
-
Client Support Specialist
1 week ago
HBKS Wealth Advisors Sarasota, United StatesClient Support Specialist · HBKS Wealth Advisors (HBKS), an independent personal financial planning and wealth management firm with offices in four states, 14 locations, and approximately $6 billion in assets under management. HBKS Wealth Advisors is part of the HBK CPAs and Co ...
-
Client Service Administrator
2 weeks ago
W.A. Smith Financial Group Sarasota, United StatesClient Service Administrator · Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client's daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we ...
-
Customer Service Representative
1 week ago
W.A. Smith Financial Group Sarasota, United StatesClient Service Representative · Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client's daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, w ...
-
Client Service Administrator
2 weeks ago
W.A. Smith Financial Group Sarasota, United StatesClient Service Administrator · Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client's daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we ...
-
Financial Advisor
2 weeks ago
Northwestern Mutual Sarasota, United StatesAre you at a point in your career where you have reached your ceiling and wish for more? Do you have an entrepreneurial spirit for a sense of ownership and community impact? · As a Financial Advisor with Northwestern Mutual, you will build long-lasting client relationships, offe ...
-
Client Service Administrator
1 week ago
W.A. Smith Financial Group Sarasota, United StatesClient Service Administrator · Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client's daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, w ...
-
Client Service Administrator
2 weeks ago
W.A. Smith Financial Group Sarasota, United StatesClient Service Administrator · Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we ...
-
Client Service Administrator
1 week ago
W.A. Smith Financial Group Sarasota, United StatesClient Service Administrator · Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we ...
-
Associate Financial Advisor
1 week ago
Edward Jones Sarasota, United StatesClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the clie ...
-
Associate Wealth Advisor
2 weeks ago
ISACA Sarasota, United StatesAssociate Wealth Advisor · Job Summary: · The purpose of this position is to provide detailed support to the firm's Wealth Advisors who, in turn, provide wealth management services and advice to meet our clients' financial planning needs. The Associate Wealth Advisor will establ ...
-
Associate Financial Advisor
1 week ago
Edward Jones Sarasota, United StatesClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. · At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the ...
-
Financial Planning Associate
2 weeks ago
Northwestern Mutual Sarasota, United StatesCOMPANY OVERVIEW · Northwestern Mutual is among the top financial services companies in the industry, helping clients achieve financial security for over 160 years. Northwestern Mutual Greater Tampa Bay (NMGTB) is the local company that attracts, trains, and develops financial a ...
-
Customer Service Representative
20 hours ago
W.A. Smith Financial Group Sarasota, United StatesClient Service Representative · Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, w ...
-
Customer Service Representative
1 week ago
W.A. Smith Financial Group Sarasota, United StatesClient Service Representative · Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, w ...
-
Retirement Plan Advisor
2 weeks ago
CPS Sarasota, United StatesPosted: · 03/11/2024 · Industry: · Employee Benefits & Retirement Services · Job Number: · 3.11 2 KEF · Pay Rate: · $90,000 - $130,000 · Experience: · 5 years or greater · Job Description · RETIREMENT PLAN ADVISOR · Experience: · 3+ years in Retirement Services industr ...
-
Associate Wealth Advisor-Manatee County, FL
2 weeks ago
Canvas LMS Sarasota, United StatesAssociate Wealth Advisor-Manatee County, FL · We are looking for a licensed FINRA 7 and 66 Associate Wealth Advisor to join our growing team · We will be looking to add a candidate for our Bee Ridge, Fruitville, Bradenton, and Venice branch territory. This position has a $52,00 ...
-
Financial Representative
5 days ago
Northwestern Mutual Sarasota, United StatesAre you at a point in your career where you have reached your ceiling and wish for more? Do you have an entrepreneurial spirit for a sense of ownership and community impact? · As a Financial Representative with Northwestern Mutual, you will build long-lasting client relationships ...
-
Bank of America Sarasota, United StatesMerrill Financial Solutions Advisor-Southwest Florida Coastal Market · Sarasota, Florida;Naples, Florida; Punta Gorda, Florida; Venice, Florida; Fort Myers, Florida; Lakewood Ranch, Florida; Bradenton, Florida · **Job Description:** · At Bank of America, we are guided by a com ...
-
Block Advisors Tax Advisor
1 week ago
H&R Block Sarasota, United States**498861BR** · **Title:** · Block Advisors Tax Advisor · **Our Company** · **:** · At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also b ...
Client Advisor - Sarasota, United States - Seacoast Bank
Description
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
#LI-SK1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The 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 c)