Client Advisor II

Job description

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. ESSENTIAL DUTIES AND RESPONSIBILITIES: Relationship Building - Exhibit consistent relationship building including, but not limited to: - Prepare for various customer interaction - 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 create and enhance relationships 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 situ...