Top 15 Client services associate Jobs in Port Saint Lucie Fl

Travel Client Advisor (Part Time/Tiffany)
Seacoast Bank —Port Saint Lucie, FL
- Part-time
- Mid-level
- Office
- High school diploma or GED
Quick Apply
9d
Client Advisor - Stuart/Colorado Ave
Seacoast Bank —Stuart, FL
- Weekends as needed
- Office
- High school diploma or GED
- Experience equivalent to degree accepted
Quick Apply
13d
Registered Client Service Associate
Morgan Stanley —Vero Beach, FL
- Full-time
- Spanish
- Writing skills
- English
Senior Registered Client Service Associate- Vero Beach, FL
Raymond James Financial, Inc. —Vero Beach, FL
- Full-time
- Writing skills
- Mid-level
- Office
- Paid holidays
- Health insurance
1d
Consumer Loan Specialist - Sales Customer Service
Republic Finance, LLC —Port Saint Lucie, FL
- $32,000 a year
- Full-time
- Computer literacy
- Pass drug screening
- Office
- Paid holidays
- Disability insurance
Inside Sales/Customer Service Representative
FASTSIGNS #177801 —Port Saint Lucie, FL
- $16.50 - $17.50 an hour
- Full-time
- Google Workspace
- Office
- High school diploma or GED
- Paid training
- Paid holidays
Quick Apply
Retail Sales & Customer Experience Associate (Full-Time & Part-Time)
Colorado Pawn & Jewelry —Stuart, FL
- From $18 an hour
- Part-time
- Spanish
- Merchandising
- English
- Paid training
- Paid time off
Quick Apply
Sr. Consumer Loan Specialist - Sales Customer Service
Republic Finance, LLC —Port Saint Lucie, FL
- $36,000 a year
- Full-time
- Pass drug screening
- Mid-level
- Office
- Paid holidays
- Disability insurance
Personal Lines Client Manager
World Insurance Associates LLC —Port Saint Lucie, FL
- Full-time
- Mid-level
- Office
- 3 years
- Retirement plan
Quick Apply
2d

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Registered Client Service Associate
Morgan Stanley —West Palm Beach, FL
Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).
9d
Registered Client Service Associate (Palm Beach Gardens, FL)
Raymond James Financial, Inc. —Palm Beach Gardens, FL
Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports and contacting clients with investment opportunities to…

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Client Experience Associate
PNC Financial Services Group —Columbus, OH
Educates customers on options for managing financial transactions by leveraging technology, tools and resources. Processes a variety of customer interactions.
$33,750 - $56,250 a year
10d
Client Associate
TRI-OAK Private Wealth Management —Dublin, OH
Prepare reports on client interactions, market analysis, and project progress for internal stakeholders. Utilize Salesforce and other Customer Relationship…
$50,000 - $75,000 a year
Quick Apply
4d

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Travel Client Advisor (Part Time/Tiffany)

Seacoast Bank -
Port Saint Lucie, FL

Quick Apply

Job Details

Part-time
9 days ago

Qualifications

Customer communication
High school diploma or GED
Desktop applications
Mobile devices

Full Job Description

LOCATION: Port St. Lucie, 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.

This person will travel throughout St. Lucie county and be housed out of our Tiffany branch when not traveling.

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 services associate jobs in port saint lucie fl

Travel Client Advisor (Part Time/Tiffany)

Client Advisor - Stuart/Colorado Ave

Registered Client Service Associate

Senior Registered Client Service Associate- Vero Beach, FL

Consumer Loan Specialist - Sales Customer Service

Inside Sales/Customer Service Representative

Retail Sales & Customer Experience Associate (Full-Time & Part-Time)

Sr. Consumer Loan Specialist - Sales Customer Service

Personal Lines Client Manager

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