Client Advisor I - Lake Jackson

Client Advisor I - Lake Jackson

Job Category : Community

Requisition Number : CLIEN005601

Location : Lake Jackson | 6166 320 US Hwy N Sebring, FL 33870, USA

Description

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 :

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 :

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.

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities