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Job Details

FINANCIAL SOLUTIONS CONS I-PERSONAL BANKER-KEYSTONE HEIGHTS FLORIDA-KEYSTONE HEIGHTS BRANCH

Location
Keystone Heights, FL, United States

Posted on
Oct 28, 2020

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Deadline for applying:

12/31/2020

Company:****

What does the job entail?

The 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.

Responsibilities

Support 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/Experience

High 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/Reg

Required: 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)

Note: This job has multiple levels (i.e. I, II, III, etc.). The posted job description includes the qualifications associated with the entry level position. If hired, you may be placed at a level above the entry level position. The level of placement will be based on experience, education and skills.

Preferred qualifications

Note: Required to meet credit history and criminal background requirements associated with Nationwide Mortgage Licensing System and Registry registration process, to include FBI fingerprint criminal history report and review of credit report

Note: Must meet credit history and criminal background requirements associated with Financial Industry Regulatory Authority registration process, to include FBI fingerprint criminal history, review of credit report, civil litigation, liens, and other public records

Legal requirements

Pay Transparency Policy Statement

The 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 Disabilities

BBVA 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:****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 Statement

BBVA 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.

Working at BBVA

BBVA is a global company with over 160 years of history present in 30 countries with over 79 million customers. We are more than 125,000 professionals working in multidisciplinary and diverse teams.

At BBVA, we are ahead of the transformation that is taking place in the banking sector, challenging the status quo, to make life easier to our customers.

Being part of BBVA means developing your career in one of the most innovative companies in finance.

Responsible banking

We're committed to responsible banking to help drive a more inclusive and sustainable society. The future of banking lies in financing the future.

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, prioritizing innovation and digital transformation so that we can put the opportunities of this new era within everyone's reach.

Diversity

At BBVA, we believe that having a diverse workforce makes us a better bank. We are proud to be a company that prioritizes diversity, inclusion and equal opportunities, regardless of the race, age, gender, ethnicity, disability, religion or sexual orientation of our employees and collaborators.

Our values

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.

Customer comes first

We think big

We are one team

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