Financial Concierge III

Summary of Position

Responsible for delivering exceptional customer service to all clients. Oversee opening and closing and all service functions of office. Support regional banking team including Region President, Client Advisors and operations. Provides direction and supervision to Financial Concierge I and II to ensure all client needs are exceeded and all policies and procedures are followed.

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 branch functions such as wire transfers
• Administrative support for Market President and Client Advisors
• Drive new clients to the branch and develop relationships
• May train, mentor and act as a resource for product, service and systems expertise
• Provide backup to Core Operations
• 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
• Proven ability to effectively guide, direct and motivate staff

Core Competencies

Thinks Strategically

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

Builds Relationships

• Engages colleagues across the organization to optimize performance
• Facilitates win-win situations
• Manages the needs of diverse stakeholders
• Resolves conflicts effectively
• Interacts well with people who have different backgrounds and work styles

Communicates Effectively

• Invites diverse points of view
• Listens and asks questions to ensure understanding
• Conveys relevant information in a candid and timely manner
• Provides appropriate rationale and context to drive commitment

Drives Results

• Manages projects, processes and resources to produce desired outcomes
• Holds self and others 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

• Provides appropriate direction, resources and environment needed for success
• 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
• Instructing – Teaching others
• Negotiations – Bringing others together and trying to reconcile differences
• Persuasion – Persuading others to change their minds or behavior
• 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 and the time of others

Tools

• English Language
• Word Processing
• Spreadsheets
• Presentations
• Internet

Work Setting

Environment

• Requires working at an assigned Seaside National Bank & Trust location during regular business hours
• Requires sitting, working indoors in environmentally controlled conditions
• May require travel to client locations as needed

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
• Freedom to determine tasks, priorities, and goals
• Must meet strict deadlines
• Includes the responsibility for the health and safety of others