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Client Advisor - Sarasota

Seacoast Bank · Sarasota, Florida, US

Location: Sarasota, FL QUALIFICATIONS: - High School Diploma or equivalent required. - Minimum of 6 months cash handling experience required. - College degre...

Job description

Location: Sarasota, FL 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...