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Travel Client Advisor - Tiffany Branch, Port St. Lucie

Seacoast Bank · US

LOCATION: Port St. Lucie, FL JOB SUMMARY: This position is responsible for increasing branch assets, deposits, customer base and revenue by building rapport...

Job description

LOCATION: Port St. Lucie, FL 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. This person will travel throughout St. Lucie county and be housed out of our Tiffany branch when not traveling. 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 n...