Part-Time Universal Banker - Jacksonville - $1,000 Hiring Bonus (30 Hours)
Company: Seacoast National Bank
Location: Jacksonville
Posted on: April 18, 2024
Job Description:
DescriptionJOB 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.
$1,000 HIRING BONUS: $500 at the completion of 30 days and $500 at
the end of 6 months.
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 new and existing customers
- Exhibit good listening skills and speak clearly and
persuasively in positive or negative situations.
- Strong understanding of Customer facing technology with the
ability to discuss with and enroll customers in self-service
products/processes
- Respond promptly to customer needs and requests for
service.
- Quickly seek out appropriate people in more complex financial
matters.
- Able to balance business needs with customer requests while
managing potential risk to bank.
- Embrace new technology and remain up to date on industry
changes to create an open environment that fosters idea generation
and innovation.
- Participate in community, charitable or civic events.
- Deliver presentations regarding banking products/services
through networking events.
- Exhibit strong work ethics and teamwork, collaborating with
other associates within the branch and across the organization to
develop trusting and cooperative working relationships.
- Actively pursue NMLS registration status.
- Build proficiencies in all consumer deposit and lending
products and processes.
- Develop on an introductory understanding of small business
deposit and lending products and processes.
- Demonstrate proficiency in outbound calling process.
- Develop skills to identify referral opportunities with internal
business partners.
- Display proficiency in Customer facing technology with the
ability to discuss with and enroll customers in self-service
products/processes.
Operations
- Open and process accounts, perform account maintenance, process
checks, cash and the sale of negotiable instrument transactions
adhering to the banks current policies and procedures, protecting
the Bank against the risk and exposure of criminal or fraudulent
activity. Escalate customer concerns as needed.
- Ensure branch adherence to AML/BSA requirements (Customer
Identification Program, Account Opening Customer Due Diligence,
ongoing profiling requirements, Enhanced Due Diligence, OFAC,
Suspect Activity Form, etc.), operational procedures, audit
procedures, risk/control expectations, dual control, security,
Business Continuity, and all other regulated banking requirements;
communicate any updates to associates. Follows up on all audit /
scorecard / QC deficiencies.
- Practices ethical sales behaviors in accordance with the
Associate Code of Conduct and Sales Practices Policy, acting in the
best interest of the customer when offering additional products and
services.
- Balance cash drawer daily and monitors own work for
accuracy.
- Follow instructions and responds to management direction to
help resolve more difficult customer objections and solves problems
in a timely and positive manner to retain the customer
relationship.
- Adhere to Seacoast Bank's Code of Conduct.
- Follow all safety and security procedures.
EDUCATION and/or EXPERIENCE:
- 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 in Spanish and English required.
- 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.
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 reviews; recruitment; etc.
All Associates are required to adhere to the highest legal and
ethical standards applicable to our industry. It is the policy of
Seacoast Bank that all Associates will be familiar and compliant
with all regulatory, legal, ethical and Bank risk mitigation
requirements pertaining to both our industry and their individual
roles. This includes the on time, successful completion of annual
required training post-hire and effective execution of role
responsibilities.
Equal Opportunity Employer/Protected Veterans/Individuals with
DisabilitiesThe contractor will not discharge or in any other
manner discriminate against employees or applicants because they
have inquired about, discussed, or disclosed their own pay or the
pay of another employee or applicant. However, employees who have
access to the compensation information of other employees or
applicants as a part of their essential job functions cannot
disclose the pay of other employees or applicants to individuals
who do not otherwise have access to compensation information,
unless the disclosure is (a) in response to a formal complaint or
charge, (b) in furtherance of an investigation, proceeding,
hearing, or action, including an investigation conducted by the
employer, or (c) consistent with the contractor's legal duty to
furnish information. 41 CFR 60-1.35(c)
Keywords: Seacoast National Bank, Jacksonville , Part-Time Universal Banker - Jacksonville - $1,000 Hiring Bonus (30 Hours), Other , Jacksonville, Florida
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