Qureos Mentor

Seacoast Bank

<div>Location: Lake Placid

ESSENTIAL JOB FUNCTIONS:

Relationship Building
<ul>
<li>Exhibit consistent relationship building including, but not limited to:</li>
</ul><ul><li><ul><li>Prepare for various customer interactions</li>
<li>Build rapport</li>
</ul></li></ul><ul><li>Effectively utilize and document open and closed-ended questions to understand current and future financial goals of customers</li>
<li>Match customer needs to Seacoast Bank products and services</li>
</ul><ul><li><ul><li>Confidently and proficiently explain Seacoast Bank products and services to customers</li>
<li>Proven ability to close sales based on customer needs</li>
<li>Ask for referrals from new and existing customers</li>
<li>Exhibit good listening skills and speak clearly and persuasively in positive or negative situations.</li>
<li>Strong understanding of Customer facing technology with the ability to discuss with and enroll customers in self-service products/processes</li>
</ul></li><li>Respond promptly to customer needs and requests for service.
</li><li>Quickly seek out appropriate people in more complex financial matters.</li>
<li>Able to balance business needs with customer requests while managing potential risk to bank.</li>
<li>Embrace new technology and remain up to date on industry changes to create an open environment that fosters idea generation and innovation.</li>
<li>Participate in community, charitable or civic events.</li>
</ul><ul><li>Deliver presentations regarding banking products/services through networking events.</li>
</ul><ul><li>Exhibit strong work ethics and teamwork, collaborating with other associates within the branch and across the organization to develop trusting and cooperative working relationships.</li>
<li>Actively pursue NMLS registration status.</li>
<li>Build proficiencies in all consumer deposit and lending products and processes.</li>
<li>Develop on an introductory understanding of small business deposit and lending products and processes.</li>
<li>Demonstrate proficiency in outbound calling process.</li>
<li>Develop skills to identify referral opportunities with internal business partners.</li>
<li>Display proficiency in Customer facing technology with the ability to discuss with and enroll customers in self-service products/processes.</li>
</ul>
Operations
<ul>
<li>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, to include AML/BSA requirements.</li>
<li>Ensure branch adherence to AML/BSA requirements, audit procedures, dual control, security, Business Continuity, and all other regulated banking requirements.</li>
<li>Responsible for reviewing and adhering to branch operational procedures and controls while communicating updates to associates. Follows up on all audit deficiencies.</li>
<li>Balance cash drawer daily and monitors own work for accuracy.</li>
<li>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.</li>
<li>Adhere to Seacoast Bank&rsquo;s Code of Conduct.</li>
<li>Follow all safety and security procedures.</li>
</ul>
Qualifications
<ul>
<li>High School Diploma or equivalent required.</li>
<li>Minimum of 6 months cash handling experience required.</li>
<li>College degree or 1+ years in retail sales and/or financial services experience required.</li>
<li>Flexible schedule required with ability to work during hours of operations, including weekends and occasional non-bank operational hours.</li>
<li>Demonstrate excellent communication (written and verbal) and interpersonal skills.</li>
<li>Able to work independently and exercise a high degree of initiative.</li>
<li>PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.</li>
</ul>
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</div>

Client Advisor - Lake Placid

<div>Location: The Villages, FL

ESSENTIAL JOB FUNCTIONS:

Relationship Building
<ul>
<li>Exhibit consistent relationship building including, but not limited to:</li>
</ul><ul><li><ul><li>Prepare for various customer interactions</li>
<li>Build rapport</li>
</ul></li></ul><ul><li>Effectively utilize and document open and closed-ended questions to understand current and future financial goals of customers</li>
<li>Match customer needs to Seacoast Bank products and services</li>
</ul><ul><li><ul><li>Confidently and proficiently explain Seacoast Bank products and services to customers</li>
<li>Proven ability to close sales based on customer needs</li>
<li>Ask for referrals from new and existing customers</li>
<li>Exhibit good listening skills and speak clearly and persuasively in positive or negative situations.</li>
<li>Strong understanding of Customer facing technology with the ability to discuss with and enroll customers in self-service products/processes</li>
</ul></li><li>Respond promptly to customer needs and requests for service.
</li><li>Quickly seek out appropriate people in more complex financial matters.</li>
<li>Able to balance business needs with customer requests while managing potential risk to bank.</li>
<li>Embrace new technology and remain up to date on industry changes to create an open environment that fosters idea generation and innovation.</li>
<li>Participate in community, charitable or civic events.</li>
</ul><ul><li>Deliver presentations regarding banking products/services through networking events.</li>
</ul><ul><li>Exhibit strong work ethics and teamwork, collaborating with other associates within the branch and across the organization to develop trusting and cooperative working relationships.</li>
<li>Actively pursue NMLS registration status.</li>
<li>Build proficiencies in all consumer deposit and lending products and processes.</li>
<li>Develop on an introductory understanding of small business deposit and lending products and processes.</li>
<li>Demonstrate proficiency in outbound calling process.</li>
<li>Develop skills to identify referral opportunities with internal business partners.</li>
<li>Display proficiency in Customer facing technology with the ability to discuss with and enroll customers in self-service products/processes.</li>
</ul>
Operations
<ul>
<li>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, to include AML/BSA requirements.</li>
<li>Ensure branch adherence to AML/BSA requirements, audit procedures, dual control, security, Business Continuity, and all other regulated banking requirements.</li>
<li>Responsible for reviewing and adhering to branch operational procedures and controls while communicating updates to associates. Follows up on all audit deficiencies.</li>
<li>Balance cash drawer daily and monitors own work for accuracy.</li>
<li>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.</li>
<li>Adhere to Seacoast Bank&rsquo;s Code of Conduct.</li>
<li>Follow all safety and security procedures.</li>
</ul>
Qualifications
<ul>
<li>High School Diploma or equivalent required.</li>
<li>Minimum of 6 months cash handling experience required.</li>
<li>College degree or 1+ years in retail sales and/or financial services experience required.</li>
<li>Flexible schedule required with ability to work during hours of operations, including weekends and occasional non-bank operational hours.</li>
<li>Demonstrate excellent communication (written and verbal) and interpersonal skills.</li>
<li>Able to work independently and exercise a high degree of initiative.</li>
<li>PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.</li>
</ul>
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.</div>

Client Advisor - Southern Trace Branch (The Villages)

<div>JOB SUMMARY: 
The Manager of Accounting Operations is a highly effective, results oriented individual and a key member of Seacoast&rsquo;s Accounting Team. Responsible for leading and executing corporate accounting activities and functions, including overseeing the accounting close and consolidation process and partnering with and advising business lines and other corporate functions on significant accounting matters.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Manage operational activities:
<ul>
<li>Coordinate and execute daily activity of accounting function, including daily general ledger operations, account balancing and reconciliations.</li>
<li>Analyze and review transactions to ensure appropriate application of GAAP.</li>
<li>Ensure the timely completion of the month-end close process for the organization. Hold business lines and accounting teams responsible for smooth and timely close.</li>
<li>Adhere to Seacoast Bank&rsquo;s Code of Conduct.</li>
</ul>
 Business line analysis and support:
<ul>
<li>Perform monthly variance and net interest margin analyses. Partner with business line leadership to identify, monitor and report monthly results and variances vs. forecasts/budgets.</li>
<li>Collaborate on special projects and perform various other tasks and ad hoc analyses as assigned.</li>
</ul>
Data management:
<ul>
<li>Oversee financial systems, data quality, and data accessibility to ensure the accuracy and timeliness of financial reporting.</li>
<li>Implement and monitor processes to manage and streamline activities.</li>
<li>Facilitate the resolution of issues and concerns that create barriers to a high-performing team and work environment.</li>
</ul>
Process efficiency and strategic solutions:
<ul>
<li>Work to continually enhance internal controls, maintain updated documentation of current departmental policies and procedures.</li>
<li>Lead change initiatives, operational effectiveness reviews and process improvements.</li>
<li>Develop and implement changes to the accounting processes leveraging the Company&rsquo;s technology based tools with a focus on enhancing efficiency and accuracy.</li>
</ul>
Leadership and people development:
<ul>
<li>Develop and manage a performance-oriented accounting organization, capable of actively and effectively engaging and growing with the business.</li>
<li>Champion and build a culture of control and accountability.</li>
<li>Mentor and manage to facilitate associate engagement and professional development.</li>
<li>Continually strive to develop talent within and recruit talent to the accounting organization to promote associate retention and meet current and future business needs.</li>
</ul>
EDUCATION AND/OR EXPERIENCE:
<ul>
<li>Bachelor&rsquo;s or Master&rsquo;s Degree in Accounting or related field</li>
<li>Licensed CPA a plus</li>
<li>Minimum of 7 years&rsquo; experience in public accounting (audit background within financial services) or accounting within a large public corporation</li>
<li>Previous banking/financial services experience, with strong knowledge of banking products and services and accounting and presentation issues relevant to the industry</li>
<li>Mastery of GAAP accounting concepts and current accounting and financial reporting practices</li>
<li>Strong verbal and written communication skills</li>
<li>Demonstrates sound professional judgment using analytical and problem solving skills</li>
<li>Process improvement oriented with the ability to balance multiple projects</li>
</ul>
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.</div>

Accounting Operations Manager

Join Seacoast Bank and explore 3   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Seacoast Bank

About Company

Client Advisor - Lake Placid

Client Advisor - Southern Trace Branch (The Villages)

Accounting Operations Manager