Global Banking Officer

JOB SUMMARY:
This position acts as relationship manager for a select group of Global Banking clients within a specific target market and ensure every client has a positive experience. Meets and exceeds goals by developing new relationships and effectively engaging in conversations with both prospect and existing clients' prospects that would allow them to understand the client's needs and to find potential solutions within Seacoast Banks products and services including the generation of deposits, treasury management revenue, other non-interest income and cross selling of wealth management, residential and commercial lending. Maintains operational policy and procedures and gains the confidence and trust of others through honesty, integrity, and authenticity.

ESSENTIAL JOB FUNCTIONS:
Relationship Building:

• Exhibit consistent relationship building including, but not limited to:
  
  
  
  • 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 create and enhance relationships 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.
  
  
  
  
• Respond promptly to customer needs and requests for service.
• Build relationships with segment partners to further assist clients
• 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.

Operations:

• Open and process accounts, perform account maintenance while adhering to the banks current policies and procedures, to include AML/BSA requirements.
• Ensure adherence to AML/BSA requirements, audit procedures, dual control, security, Business Continuity, and all other regulated banking requirements.
• Work with the OnBoarding and Know your clients' teams to ensure new accounts are open in a prompt and efficient manner
• Ensure timely response to BSA on all inquiries and exceptions.
• Responsible for reviewing and adhering to Global Banking and Banks operational procedures and controls while communicating updates to associates. Follows up on all audit deficiencies.
• 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.

MINIMUM QUALIFICATIONS:

• High School Diploma or GED required
• Bachelor's degree in business administration or related field preferred
• 4+ years in relationship banking high-net-worth individuals and/or business market required
• 5+ years of experience with bank products and services (e.g. deposits, cash management, international, etc.) required.
• Bilingual: English/Spanish required Portuguese preferred

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 appraisals; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry, while observing both the spirit and letter of all government regulations, laws and bank policies and procedures.