Job Overview
Company: BBVA Compass
Base Pay: N/A
Other Pay:
Employee Type: Full-Time
Industry: Banking - Financial Services
Manages Others: No
Job Type: Banking
Required Education: High School
Required Experience: At least 2 year(s)
Required Travel: Not Specified
Relocation Covered: No
Reference ID: 79101
Location: map it!US-AZ-Mesa

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Contact: Shelly Crawford
Phone: Not Available
Email: Send Email Now
Fax: 205.524.0057
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Company Overview

Compass Bank (“BBVA Compass”) is a member of the BBVA Group, a global leader in financial services with more than 112,000 employees in over 30 countries. Today, we’re one of the top 25 financial institutions in the United States and part of one of the largest and most respected financial institutions in the world.

Throughout its distinguished 150-year history, the BBVA Group has relied on a business model that stresses integrity and transparency as a way of doing business. This approach has served us well, even in challenging economic times.

Now a $698 billion organization, we continue to expand our presence in the world’s most important markets.

Our broad business base and financial stability provide a strong foundation for future growth, both for our company and — if you choose to be a member of our team — your career.

Please visit BBVACompass.com for information on the many opportunities and employee benefits at BBVA Compass!

BBVA Compass is an Equal Opportunity Employer.


Preferred Client Officer    Apply for this job now!

Job Description 

Generates consumer banking product sales to existing and prospective mass affluent clients by profiling financial needs and performing outbound teleconsulting calls with emphasis on home equity, investment and deposit product sales.  Responsible for building relationships with mass affluent clients in assigned markets through sales and providing exceptional customer service.

  • Achieves monthly, quarterly and annual sales goals as established by manager.
  • Conducts financial needs assessments to identify opportunities to sell loan, deposit and investment products and for relationship development.
  • Conducts teleconsulting calls each day.
  • Identifies cross sell opportunities and refers business to other business partners.
  • Resolves client problems, issues or concerns by providing exceptional levels of customer service.
  • Actively marketing products of the Bank.
 


Job Requirements 

Required Qualifications:

  • High School diploma or GED.
  • Series 6 and 63 licenses.
  • Teleconsulting sales experience.
  • Retail Banking sales experience with emphasis on home equity lending, consumer lending, investments and deposit products.
  • Excellent communication skills.
  • Strong sales and customer service focus.
  • Ability to meet deadlines and pressure to attain sales objectives.
  • Strong PC skills to include Microsoft Word and Excel.

Preferred Qualifications:

  • College degree in Business, Finance or other related field.
  • 2+ years Retail Banking sales experience with emphasis on home equity lending, consumer lending, investments and deposit products.
  • 2+ years teleconsulting sales experience.
  • Bilingual (English/Spanish).
 

 

     Apply for this job now!


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