FINANCIAL SOLUTIONS CONSULTANT - PERSONAL BANKER - GREEN VALLEY
Company:Compass Bank dba BBVA Compass
Location:Green Valley,Arizona.United States
Job type:Employment |Retail Banking - Branch
Published on:7th August 2020
ApplyOur CompanyAt BBVA, we are leading the transformation of global banking with the aim of bringing the opportunities of this new era within everyone’s reach. We are a global financial institution present in 30 countries with over 75 million customers. We are a bank with over 126,000 employees across the world and every one of those employees is leading and designing his/her professional career with the help of tools provided by the organisation to make that happen.Corporate responsibility is an intrinsic part of our business model, promoting inclusion and financial education while supporting research and culture. Being part of BBVA means developing your career in one of the most innovative companies in finance.We started out with the spirit of helping others make the best financial decisions. That spirit remains with us today and encourages us to keep moving forward, prioritising innovation and digital transformation so that we can bring the opportunities of this new era within everyone’s reach.Our values define our identity; they are what drives us to make our goals a reality and they guide all of our actions and the decisions we make.
The customer comes first.
We think big.
We are one team.
Job descriptionThe Financial Solutions Consultant’s (FSC) primary focus is building lasting relationships while providing sound financial advice and helping match customized banking solutions with consumer and small business customer needs. Ultimately these results-oriented team members leverage the customer conversation process, principles, and sales tools to bring the age of opportunity to everyone – maximizing new and existing deposit relationships by cross-selling retail banking products for the good of the customer and the profitability of the bank. Manage customer contact leads to generate new clients and uncover and seize opportunities to strengthen existing customer relationships. Demonstrate exceptional customer service while assisting and resolving daily customer inquiries for account maintenance.ResponsibilitiesSupport branch profitability by exceeding all personal sales goals as determined by management.Uncover sales and service opportunities to achieve personal sales goals through direct selling and referral of Mortgage loans, small business loans and investment products and services.Generate new accounts, cross-sell and refer bank products and services while adhering to bank policies and guidelines as well as federal and state regulations.Conduct outbound sales calls using bank-generated customer and prospect lists and identify opportunities to maximize each customer relationship and ensure primary use of banking services.Proactively collaborate with partners in Wealth Management and Commercial Banking to find and refer new business opportunities based on customer segmentation criteria to ensure customers receive the proper level of service through the correct line of business.Assist customers with account inquiries, closures, collections, returns and ensure all customer maintenance and issues are resolved in a timely manner with daily follow-up.Work closely with the Workplace Solutions Officer to generate new bank @ work opportunities to acquire new customers by way of business development.Education/ExperienceHigh School Diploma or General Education Degree (GED) required. Work experience may NOT substitute for education requirement. Bachelor’s degree preferred or equivalent professional experience.Two years of consultative and proactive sales experience required. Retail banking experience preferred. One year of outside business development preferred.Lic/Cert/RegRequired: Must have/acquire (NMLS) Nationwide Mortgage Licensing System.Preferred: Life and Health insurance licenses, Series 6 (Limited-Investment Securities License), Series 63 (Uniform Securities Agent)At BBVA, we believe that having a team made up of people with different ways of viewing the world and of taking on each challenge makes us a better bank. That is why we actively support diversity and inclusion, and we invite you to apply, regardless of your race, gender, age, sexual orientation, country of origin, experience, studies, etc.We nurture a collaborative and inclusive work environment that enables us to show and develop the best we each have to offer.Pay Transparency Policy StatementThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information (41 C.F.R. 60-1.35 (c)).Individuals with DisabilitiesBBVA Compass, BBVA Securities Inc., and BBVA S.A. New York Branch invite all interested and qualified applicants to apply for employment opportunities. If you are a U.S.-based job seeker with a disability who is unable to use our online tools to search and apply for jobs, please contact us by emailing: firstname.lastname@example.org or by calling toll-free (in the U.S.) 1-844-664-9275. Please indicate the specific type of assistance needed.The disability access telephone line and email address are reserved solely for job seekers with disabilities requesting accessibility assistance or an accommodation. Please do not call about the status of your job application if you do not require accessibility assistance or an accommodation. Messages left for other purposes, such as following up on an application or non-disability related or technical issues, will not receive a response.EEO StatementBBVA Compass, BBVA Securities Inc., and BBVA S.A. New York Branch have a firm and unwavering policy to provide equal employment opportunity without regard to age, citizenship, color, disability, ethnic origin, gender, gender identity and expression, marital status, nationality, national origin, race, religion, sexual orientation, genetic predisposition, protected veteran status, or any other status or classification protected by federal, state or local law. This policy includes all job groups, classifications and organizational units. With regard to employment, this policy extends to applicants and covers our recruiting, hiring, promotion, transfer, demotion, discipline, termination, benefits, compensation and training practices as well as social and recreational activities. View the "EEO is the Law" & "View the EEO is the Law Supplement Poster" poster. BBVA Compass, BBVA Securities, Inc., and BBVA NY are equal opportunity and affirmative action employer.Apply