What are the responsibilities and job description for the Client Advisor- Hobe Sound position at Seacoast Bank?
Job Description
Job Description
Since opening our doors in 1926, Seacoast Bank has embraced a visionary approach to the future while remaining true to our local roots and family values. Based in Stuart, we are one of the largest publicly traded banks headquartered in Florida.
We believe that our greatest assets will always be our people — local bankers who are knowledgeable about the communities we serve and dedicated to providing an exceptional customer experience.
We offer exciting and challenging opportunities in an environment that supports diversity, enabling associates across the organization a greater sense of empowerment to create change for the better. This is evident in our American Banker “Best Banks to Work For” and “Best Places to Work for LGBT Equality” by the Human Rights Campaign designations.
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.
QUALIFICATIONS :
- High School Diploma or equivalent required.
- College degree or 2 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
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.
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 appraisals; recruitment; etc.
All Associates are required to adhere to the highest legal and ethical standards applicable to our industry while observing both the spirit and letter of all government regulations, laws, and bank policies and procedures.