Financial Sales Advisor II/ Banker- UAB
Company Name:
BBVA Compass
Responsibilities
Market retail banking products and services to mass market customers, face to face or over the phone, in order to grow, retain and maximize profit for the bank. Offer customized banking solutions to customers utilizing the account recommendation tool (ART) to capture the customer conversation and needs. Utilize Customer Relationship Management system (CRM) to manage customer contact and leads to maximize new and existing deposit relationships through cross-selling of all retail banking products. Deliver an exceptional customer service experience while responding to daily customer inquiries.
Qualifications
1. Meet credit history and criminal background requirements associated with Nationwide Mortgage Licensing System and Registry registration process, to include FBI fingerprint criminal history and review of credit report.
2. Bachelor''s degree or equivalent professional experience.
3. Two years of proactive sales experience preferred for FSA (two years required for Sr. FSA and three years required for Sr. FSA II).
4. Retail banking experience preferred (two years required for Sr. FSA & three years required for Sr. FSA II)
5. Life and Health insurance required (Sr. FSA and Sr. FSA II only)
6. Series 6 and 63 investment licensing preferred. (preferred for Sr. FSA only & required for Sr. FSA II)
7. Excellent oral and written communication skills.
8. Must exhibit a very professional and helpful attitude along with the ability to interact positively with customers and co-workers.
9. Demonstrate ability to identify customer needs and implement an effective solution in a rapidly changing environment.
10. Must be able to meet deadlines and pressure to attain banking center sales while delivering an excellent customer experience.
11. Demonstrate proficient computer skills.
12. Must have assertive communication skills along with a focus for sales.
Job ID: 2014-81737
Site Name: AL-BIRMINGHAM-UAB
Category: RETAIL BANKING - BRANCH
FLSA Status: NON-EXEMPT
Type: FULL TIMEEstimated Salary: $20 to $28 per hour based on qualifications.
BBVA Compass
Responsibilities
Market retail banking products and services to mass market customers, face to face or over the phone, in order to grow, retain and maximize profit for the bank. Offer customized banking solutions to customers utilizing the account recommendation tool (ART) to capture the customer conversation and needs. Utilize Customer Relationship Management system (CRM) to manage customer contact and leads to maximize new and existing deposit relationships through cross-selling of all retail banking products. Deliver an exceptional customer service experience while responding to daily customer inquiries.
Qualifications
1. Meet credit history and criminal background requirements associated with Nationwide Mortgage Licensing System and Registry registration process, to include FBI fingerprint criminal history and review of credit report.
2. Bachelor''s degree or equivalent professional experience.
3. Two years of proactive sales experience preferred for FSA (two years required for Sr. FSA and three years required for Sr. FSA II).
4. Retail banking experience preferred (two years required for Sr. FSA & three years required for Sr. FSA II)
5. Life and Health insurance required (Sr. FSA and Sr. FSA II only)
6. Series 6 and 63 investment licensing preferred. (preferred for Sr. FSA only & required for Sr. FSA II)
7. Excellent oral and written communication skills.
8. Must exhibit a very professional and helpful attitude along with the ability to interact positively with customers and co-workers.
9. Demonstrate ability to identify customer needs and implement an effective solution in a rapidly changing environment.
10. Must be able to meet deadlines and pressure to attain banking center sales while delivering an excellent customer experience.
11. Demonstrate proficient computer skills.
12. Must have assertive communication skills along with a focus for sales.
Job ID: 2014-81737
Site Name: AL-BIRMINGHAM-UAB
Category: RETAIL BANKING - BRANCH
FLSA Status: NON-EXEMPT
Type: FULL TIMEEstimated Salary: $20 to $28 per hour based on qualifications.
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