Talent.com
Client Advisor - Clermont
Client Advisor - ClermontSeacoast National Bank • Clermont, FL, United States
Client Advisor - Clermont

Client Advisor - Clermont

Seacoast National Bank • Clermont, FL, United States
30+ days ago
Job type
  • Full-time
Job description

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

  • 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

  • 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.
  • 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

    This employer is required to notify all applicants of their rights pursuant to federal employment laws.

    For further information, please review the Know Your Rights notice from the Department of Labor.

    Create a job alert for this search

    Client Advisor • Clermont, FL, United States

    Related jobs
    Wealth Advisor, Schwab Wealth Advisory

    Wealth Advisor, Schwab Wealth Advisory

    Charles Schwab • ORLANDO, Florida, United States
    Full-time
    At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry togeth...Show more
    Last updated: 30+ days ago • Promoted
    Registered Occupational Therapist (OT)

    Registered Occupational Therapist (OT)

    Encompass Health • Crystal Springs, FL, US
    Full-time +1
    Occupational Therapist Career Opportunity.Your Calling, Close to Home and Heart.Are you in pursuit of a career that's more than a job, one that aligns with your heart and community? We believe in t...Show more
    Last updated: 1 day ago • Promoted
    Certified Home Health Aide For 8 and 12 Hour Shifts

    Certified Home Health Aide For 8 and 12 Hour Shifts

    AccordCare • Celebration, FL, United States
    Full-time
    Certified Home Health Aide For 8 and 12 Hour Shifts.Orange, Osceola & Seminole Counties, FL.Hourly - Flexible shifts available. Bilingual in English and Spanish.Join Our Team of Compassionate Care P...Show more
    Last updated: 6 days ago • Promoted
    OT

    OT

    Encompass Health • Crystal Springs, FL, US
    Full-time +1
    Occupational Therapist Career Opportunity.Your Calling, Close to Home and Heart.Are you in pursuit of a career that's more than a job, one that aligns with your heart and community? We believe ...Show more
    Last updated: 5 hours ago • Promoted • New!
    Wealth Advisor, Schwab Wealth Advisory (Orlando)

    Wealth Advisor, Schwab Wealth Advisory (Orlando)

    Charles Schwab • Orlando, Florida, US
    Part-time
    At Schwab, you're empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together...Show more
    Last updated: 20 hours ago • Promoted • New!
    Advisor Financial Aid

    Advisor Financial Aid

    Universal Technical Institute • Orlando, FL, United States
    Full-time
    Are you passionate about helping students navigate their financial future and making a tangible impact on their educational journey? As a Financial Aid Advisor, you'll be the friendly guide that st...Show more
    Last updated: 30+ days ago • Promoted
    Premier Advisor or Banker - Orlando, Brevard or Titusville, FL

    Premier Advisor or Banker - Orlando, Brevard or Titusville, FL

    Truist • Orlando, FL, US
    Full-time +1
    Job Opportunity In Orlando, FL.Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist fo...Show more
    Last updated: 30+ days ago • Promoted
    Leasing Associate (Bilingual)

    Leasing Associate (Bilingual)

    Continental Properties • Kissimmee, FL, United States
    Full-time
    Successful Leasing Associates demonstrate an unparalleled commitment to customer service and resident satisfaction while helping clients find their perfect home. Community Manager of the property.Ad...Show more
    Last updated: 30+ days ago • Promoted
    Sr Manager, Wealth Advisor - Schwab Wealth Advisory

    Sr Manager, Wealth Advisor - Schwab Wealth Advisory

    Charles Schwab • Winter Garden, FL, United States
    Full-time
    At Schwab, you're empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry togeth...Show more
    Last updated: 16 days ago • Promoted
    Occupational Therapist

    Occupational Therapist

    Encompass Health • Crystal Springs, FL, US
    Full-time +1
    Occupational Therapist Career Opportunity.Your Calling, Close to Home and Heart.Are you in pursuit of a career that's more than a job, one that aligns with your heart and community? We believe ...Show more
    Last updated: 1 hour ago • Promoted • New!
    Occupational Therapist (OT)

    Occupational Therapist (OT)

    Encompass Health • Bushnell, FL, US
    Full-time +1
    Encompass Health Rehabilitation Hospital of Spring Hill, Brooksville, FL.Occupational Therapist Career Opportunity.Full time and PRN position available Your Calling, Close to Home and Heart.Are you...Show more
    Last updated: 19 hours ago • Promoted • New!
    Occupational Therapist (Full Time)

    Occupational Therapist (Full Time)

    Encompass Health • Crystal Springs, FL, US
    Full-time +1
    Occupational Therapist Career Opportunity.Your Calling, Close to Home and Heart.Are you in pursuit of a career that's more than a job, one that aligns with your heart and community? We believe ...Show more
    Last updated: 1 hour ago • Promoted • New!
    Financial Center Manager Associate - Kissimmee, FL

    Financial Center Manager Associate - Kissimmee, FL

    Fifth Third Bank • Kissimmee, FL, United States
    Full-time
    Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. The Financial Center Manager w...Show more
    Last updated: 12 days ago • Promoted
    Home Health Aide Bilingual in English and Spanish

    Home Health Aide Bilingual in English and Spanish

    AccordCare • Celebration, FL, United States
    Full-time
    Orange, Osceola & Seminole Counties, FL.Hourly - Flexible shifts available.Bilingual in English and Spanish.Join Our Team of Compassionate Care Professionals!. Orange, Osceola, and Seminole Counties...Show more
    Last updated: 17 days ago • Promoted
    Full Time Physical Therapist $3,000 SIGN-ON BONUS

    Full Time Physical Therapist $3,000 SIGN-ON BONUS

    AccordCare • Celebration, FL, United States
    Full-time
    Physical Therapist (PT) - Home Health $3,000 SIGN-ON BONUS.Territory : Orange, Seminole & Osceola Counties, FL | Full-Time Opportunity. AccordCare and our family of brands.AccordCare & AccordCare Ho...Show more
    Last updated: 24 days ago • Promoted
    YogaSix Clermont Sales / Front Desk

    YogaSix Clermont Sales / Front Desk

    YogaSix - Clermont • Clermont, FL, US
    Part-time
    Job Title : Wellness Advisor / Membership Sales.YogaSix believes everyone deserves the mind-body experience of yoga.YogaSix offers six different class types designed to accommodate students of all lev...Show more
    Last updated: 30+ days ago • Promoted
    Customer Service Associate

    Customer Service Associate

    Wawa, Inc. • Leesburg, FL, US
    Full-time
    We believe we can make life a little better every day – one smile, hoagie, or experience at a time.And there’s one secret ingredient that truly sets Wawa apart : Our Associates.At Wawa, ...Show more
    Last updated: 30+ days ago • Promoted
    Bilingual Leasing Associate (Multisite)

    Bilingual Leasing Associate (Multisite)

    Continental Properties • Kissimmee, FL, United States
    Full-time
    Successful Leasing Associates demonstrate an unparalleled commitment to customer service and resident satisfaction while helping clients find their perfect home. Community Manager of the property.Ad...Show more
    Last updated: 30+ days ago • Promoted