Top 86 Client advisor Jobs in Ocala, Fl

Travel Client Advisor (The Villages)
Seacoast Bank —The Villages, FL
- Weekends as needed
- Mid-level
- Office
- High school diploma or GED
Quick Apply
4d
Part-Time Beauty Advisor - Sephora
KOHLS —Ocala, FL
- From $15 an hour
- Part-time
- Writing skills
- Communication skills
- Entry level
Director of Operations
Zinnia Wealth Management —Ocala, FL
- $65,000 - $75,000 a year
- Full-time
- Office
- Finance
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
First Impressions Specialist
Zinnia Wealth Management —Ocala, FL
- $14.50 - $18.00 an hour
- Full-time
- Office
- Administrative experience
- Organizational skills
- Health insurance
- Dental insurance
Quick Apply
5d
Media Advisor – North Central Florida Media Group
SAGA Communications —Ocala, FL
- Email
- Clean driving record
- Microsoft Excel
- Microsoft Outlook
Vice President, Legal & Compliance
BrightShore Mortgage, Inc. —Ocala, FL
- Full-time
- Background check
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
RSVP - W2 Life Insurance Specialist - Remote - Hiring Event
Insurance Supermarket Inc. —Florida
- $38,500 - $180,000 a year
- Full-time
- Computer literacy
- Mid-level
- Communication skills
- Health insurance
- Paid time off
Board Certified Behavior Analyst (BCBA) - Ocala, FL
BlueSprig —Ocala, FL
- $80,000 - $101,000 a year
- Hybrid work
- Background check
- Clinic
- Children
- Paid holidays
- Dental insurance
Quick Apply
Financial Services Professional - Hybrid Remote (FL)
Bankers Life —Ocala, FL
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
RSVP - Spanish Bilingual Life Insurance Advisor (W2) Remote
Insurance Supermarket Inc. —Florida
- $38,500 - $180,000 a year
- Full-time
- Spanish
- Computer literacy
- Mid-level
- Health insurance
- Work from home
2h
Tax Expert - Expert Center (Southeast)
Intuit —Ocala, FL
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
5d
Brain Health / Longevity Registered Dietitian
BetterBrain —Florida
- From $50 an hour
- Full-time
- Remote
- Clinic experience
- Mid-level
- Neurology
- Paid training
- Continuing education credits
Quick Apply
Client Advisor - Williston
Seacoast Bank —Williston, FL
- Weekends as needed
- Office
- High school diploma or GED
- Experience equivalent to degree accepted
Quick Apply
Business Development Representative - Legal
Complete Care Centers LLC —Ocala, FL
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Service Advisor
Jenkins Genesis of Ocala —Ocala, FL
- Full-time
- ASE Certification
- Clean driving record
- Dealership
- Disability insurance
- Health insurance
Quick Apply
Sales Representative/Facility Advisor
GEM Supply Company —Ocala, FL
- Full-time
- Entry level
Service Advisor
Jenkins Hyundai of Ocala —Ocala, FL
- Full-time
- ASE Certification
- Clean driving record
- Dealership
- Disability insurance
- Health insurance
Quick Apply
Paraplanner/Junior Planner
Zinnia Wealth Management —Ocala, FL
- $60,000 - $75,000 a year
- Full-time
- Research
- Office
- Finance
- Dental insurance
- Paid time off
Quick Apply
Account Representative - State Farm Agent Team Member
Angie Lewis - State Farm Agent —Ocala, FL
- $40,000,100,000 a year
- Full-time
- Office
- Computer skills
- Communication skills
- Health insurance
- 401(k)
Quick Apply
Service Lane Attendant
Jenkins Kia of Ocala —Ocala, FL
- $16 a year
- Full-time
- Clean driving record
- Dealership
- Driver's License
- Disability insurance
- Health insurance
Quick Apply

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client advisor jobs near ocala, fl

Travel Client Advisor (The Villages)

Seacoast Bank -
The Villages, FL

Quick Apply

Job Details

4 days ago

Qualifications

Customer communication
High school diploma or GED
Desktop applications
Productivity software
Mobile devices

Full Job Description

LOCATION: This position will work from various bank branches within The Villages, 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.

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.
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.

#LI-PF1

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

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Refine Your Search

client advisor jobs in ocala, fl

Travel Client Advisor (The Villages)

Part-Time Beauty Advisor - Sephora

Director of Operations

First Impressions Specialist

Media Advisor – North Central Florida Media Group

Vice President, Legal & Compliance

RSVP - W2 Life Insurance Specialist - Remote - Hiring Event

Board Certified Behavior Analyst (BCBA) - Ocala, FL

Financial Services Professional - Hybrid Remote (FL)

RSVP - Spanish Bilingual Life Insurance Advisor (W2) Remote

Tax Expert - Expert Center (Southeast)

Brain Health / Longevity Registered Dietitian

Client Advisor - Williston

Business Development Representative - Legal

Service Advisor

Sales Representative/Facility Advisor

Service Advisor

Paraplanner/Junior Planner

Account Representative - State Farm Agent Team Member

Service Lane Attendant

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