Relationship Banker

Seacoast Bank

Orlando (FL)

Sur place

USD 40 000 - 56 000

Plein temps

Il y a 34 heures
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Résumé du poste

Seacoast Bank is seeking a customer-focused professional to build lasting relationships with clients, identify financial needs, and guide them to appropriate banking products and services.

You will work in a fast-paced branch environment, handling accounts, deposits, and lending inquiries while promoting self-service options. This role emphasizes sales, referrals, and compliant operations within banking regulations.

Qualifications

  • High School Diploma or equivalent required.
  • College degree or 1+ years in retail sales/financial services required.
  • Flexible schedule including weekends.
  • Excellent communication and interpersonal skills.
  • Able to work independently and with initiative.
  • Proficient with desktops, laptops, tablets, and smartphones; MS Office.

Responsabilités

  • Build relationships and educate customers on Seacoast Bank products.
  • Prepare for and conduct customer interactions; build rapport.
  • Ask questions to understand financial goals and match products.
  • Close sales and request referrals from customers.
  • Explain products clearly; enroll customers in self-service options.
  • Open and process accounts and related banking tasks following AML/BSA policies.
  • Maintain compliance with conduct and security procedures.

Connaissances

Relationship building
Building rapport
Questioning skills
Sales and closing
Referral generation
Customer facing technology
Active listening
Communication
Self-service enrollment
Networking/presentations
Community involvement
NMLS registration

Formation

High School Diploma or equivalent
College degree or 1+ years retail sales/financial services

Outils

Microsoft Office

Description du poste

Seacoast Bank is seeking a customer-focused professional to build lasting relationships with clients, identify financial needs, and guide them to appropriate banking products and services.

You will work in a fast-paced branch environment, handling accounts, deposits, and lending inquiries while promoting self-service options. This role emphasizes sales, referrals, and compliant operations within banking regulations.

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