Financial Concierge II

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Job description

Summary of Position

REPORTS TO: Financial Concierge III

Responsible for delivering exceptional customer service to all clients. Support regional banking team including Client Advisors and operations.

Major Position Functions

May include but not limited to

* Be welcoming and embrace clients as part of the Seaside Family by offering prompt courteous response
* Ensure all clients are provided excellent service according to the Seaside Promise
* Perform all teller functions within the branch, in-depth knowledge of systems, processes and procedures
* Cash management and control, accurate cash handling and balancing
* Provide excellent client care through listening and anticipation of needs
* Educate and support clients on products and services
* Open new accounts, take loan applications, complete all required forms
* Perform more complex service and office functions such as wire transfers and loan documents
* Administrative support for Client Advisors
* Drive new clients to the branch and develop relationships
* Ensures compliance with all state, federal, and banking laws and regulations
* Adhere to risk management principles established by the bank
* Promote and protect Seaside Culture and Values
* Ensure highest level of client information confidentiality and security
* Other duties as assigned

Knowledge & Experience

* Extensive retail bank experience
* Exceptional client service skills
* Detail oriented
* Proactive approach/ability to anticipate client needs
* Proven track record of reliability

Core Competencies

Thinks Strategically

* Makes sound business decisions that balance priorities
* Identifies key business opportunities and challenges

Builds Relationships

* Facilitates win-win situations
* Manages the needs of stakeholders
* Resolves conflicts effectively
* Interacts well with people who have different backgrounds and work styles

Communicates Effectively

* Listens and asks questions to ensure understanding
* Conveys relevant information in a candid and timely manner

Drives Results

* Manages projects, processes and resources to produce desired outcomes
* Holds self accountable to high performance standards
* Achieves high levels of client satisfaction
* Analyzes problems effectively and takes action to resolve
* Uses technology to facilitate better results/compliance
* Keeps commitments

Inspires Creativity and Innovation

* Creates an environment that encourages creative thinking and supports compliance policy
* Proactively seeks out new opportunities
* Manages risks intelligently
* Conceives creative ideas to solve problems or meet objectives

Builds Teams

* Recognizes and rewards the achievement of others
* Strengthens others through mentoring and feedback
* Supports productivity and morale of the team

Exhibits Professional Excellence

* Pursues excellence with integrity, passion and courage
* Sets a good example for others
* Shows consistency in words and actions
* Learns from personal and organizational experiences
* Strives for self-improvement
* Maintains composure under pressure
* Earns the trust and respect of colleagues and clients
* Treats others with respect

Promote Organizational Excellence

* Consistently deliver on the Seaside Promise
* Approach each day with enthusiasm
* Cultivate a culture of inclusiveness that embraces awareness and acceptance
* Take personal ownership to foster a welcoming workplace
* Find ways to continually improve professional/client satisfaction

Required Skills and Abilities

Basic Skills:

* Active Learning - Understands the implications of new information for both current and future problem solving and decision-making
* Active Listening - Giving full attention to what others are saying
* Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses, alternative solutions, conclusions or approaches to problems
* Mathematics - Using math to solve problems
* Reading Comprehension - Understanding written sentences and paragraphs in work related documents
* Speaking - Talking to others to convey information effectively
* Writing - Communicating effectively in writing as appropriate for the needs of the audience

Social Skills

* Coordination - Adjusting actions in relation to others' actions
* Service Orientation - Actively looking for ways to help people
* Social Perceptiveness - Being aware of others reactions and understanding why they react the way they do

Advanced Skills

* Complex Problem Solving - Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions
* Time Management - Managing your time

Tools

* English Language
* Word Processing
* Spreadsheets
* Presentations
* Internet

Work Setting

Environment

* Requires working at an assigned Seaside National Bank & Trust location during normal business hours
* Requires sitting, working indoors in environmentally controlled conditions

Communication

* Telephone, electronic mail, writing letters and memos, face-to-face discussions with individuals or teams, and presentations

Conflict

* Includes conflict situations or dealing with unpleasant, angry people

Impact of Decisions

* Opportunity to make decisions without supervision.
* Decisions may affect other people, the financial resources and /or the image and reputation of the Bank

Level of Challenge

* Requires being exact or highly accurate
* Must meet strict deadlines