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Client Advisor - Colony Plaza @ SEA

The Villages, Florida, USOnsiteFull-time
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About this role

Location: Colony Plaza/The Villages

ESSENTIAL JOB FUNCTIONS:

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 custom

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