Financial Sales Advisor – Personal Banker – Ft. Collins (Harmony) - BBVA
What does the job entail?
Matches customer needs and banking products and services for consumer and small business customers through face to face and over the phone conversations in order to serve customers while supporting the bank’s objectives. Leverage the customer conversation process and sales tools to deliver our solutions as appropriate to customers and prospects.
Responsible for new account openings, cross-selling and referrals of all bank products. Uncovers sales and service opportunities using the established sales process . Provides customers with proper financial advice to support their growth into high value relationships. Strengthens relationships through cross-selling and up-selling to maximize retention and income generation. Ensures all deposit, loan and investment account documentation meets consumer and business regulations, laws and policies.
High School Diploma or General Education Degree (GED) required. Bachelor’s degree preferred. One (1) year of proactive sales experience required. Work experience may NOT substitute for education requirement.
Preferred: Life and Health insurance licenses, Series 6 (Limited-Investment Securities License), Series 63 (Uniform Securities Agent)
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.
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
In compliance with applicable law, all persons hired will be required to verify identity and eligibility to work in the country where the job offering is posted, as well as meeting any other requirements concerning labor regulations in the country where the job offering is published.
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
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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.
Phone: (303) 217-2296