Client Advisor - Wedgewood

Job Description

Job 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

• 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

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.

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