Client Advisor - Ocala

Seacoast National Bank • Ocala, FL

289d

About The Position

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.

Requirements

• 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.
• 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.

Responsibilities

• Increase branch assets, deposits, customer base and revenue by building rapport with new and existing customers.
• Match Seacoast Bank's products and services to customer needs.
• Function as a bank Teller, processing transactions for customers in the lobby and drive-thru.
• Prepare for various customer interactions and build rapport.
• Utilize open and closed-ended questions to understand customer financial goals.
• Explain Seacoast Bank products and services to customers confidently.
• Close sales based on customer needs and ask for referrals.
• Respond promptly to customer needs and requests for service.
• Participate in community, charitable or civic events.
• Deliver presentations regarding banking products/services through networking events.
• Balance cash drawer daily and monitor work for accuracy.
• Adhere to Seacoast Bank's Code of Conduct and safety procedures.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED