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Job Description Available Openings: 2 Job Title: Financial Advisor New Advisor Program Job ID: 82550 Location: Sugar Land, TX Business Unit: The Personal ...
Position Summary / Key Job Responsibilities: The Sr. Financial Analyst position is responsible for supporting the monthly close process, performing financial ...
BOK Financial Corporation (NASDAQ symbol: BOKF) is a Top50, $25 billion financial holding company . BOK F operates 7 bank subsidiaries in 8 states with more ...
BOK Financial Corporation (NASDAQ symbol: BOKF) is a Top50, $25 billion financial holding company . BOK F operates 7 bank subsidiaries in 8 states with more ...
BOK Financial is a Top50, $24 billion regional financial services company that provides commercial and consumer banking, investment and trust services, mortgage ...
Prudential Insurance Company of America - Houston, TX US
Financial Service Associates assist clients with a range of insurance and investment needs. Our team members participate in a comprehensive development program, ...
Prudential Insurance Company of America - Houston, TX US
Financial Service Associates assist clients with a range of insurance and investment needs. Our team members participate in a comprehensive development program, ...
Financial Coordinator Experience required. full time team leader who can handle all the details with a Smile to complete our team. 3 years dental office experience ...
1870 ESSENTIAL FUNCTIONS Heavy involvement in monthly closing process activities to include calculating and booking month end accruals (revenue recognition, ...
For more than three decades, John M. Floyd and Associates (JMFA) has delivered solid results to over 2,000 clients throughout the United States and Central ...
For your reference, we have included the original job posting below.
FINANCIAL SALES ADVISOR II - SPENCER HWY.
Job Number:
40365499
Company Name:
BBVA Compass
Job Location:
HOUSTON, TX US
Job Category:
Accounting & Finance
FINANCIAL SALES ADVISOR II - SPENCER HWY.
FINANCIAL SALES ADVISOR II - SPENCER HWY.
Job ID: 2011-55308 Site Name: TX-HOUSTON-HOUSTON SOUTH
Category: RETAIL BANKING FLSA Status: NON-EXEMPT
Type: FULL TIME More information about this job: Responsibilities:
Responsible for new account openings, cross-selling of all bank products, and exceptional customer service. Achieve sales goals established by manager through direct selling and referral of deposit, loan and investment products and services. Maximize the sale of retail products to all customers not in a portfolio. Strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers. Responsible for completing a consumer profile on new and existing customer in an effort to cross-sell and refer all bank related products and services to the appropriate banking personnel. Maintain daily records of products sold and other management reports as required. Responsible for all aspects of consumer direct and home equity related products, to include detailed benefit description, application acceptance and processing, as well as closing. Ensure all account and loan documentation meets consumer and business lending regulations, laws and policies. Demonstrate commitment and dedication by encouraging the support of the entire team toward the attainment of branch goals. Assist customers with all service inquiries. Other possible search names: CSR, Customer Service Representative, FSR, Financial Sales Representative, Platform Representative, Lobby Sales Representative, New Account Representative, Loan Officer, Personal Banker Qualifications:
Bilingual Spanish Skills Preferred. Bachelor's degree in Business, Finance or equivalent professional experience. Two years of proactive sales experience preferred. Health and Life insurance and prior investment sales experience preferred. Excellent oral and written skills. Must exhibit a very friendly and helpful attitude along with the ability to interact positively with customers and co-workers. Demonstrate ability to identify customer needs and implement an effective solution in a rapid growth environment. Must be able to meet deadlines and pressure to attain banking center sales while delivering an excellent customer experience. PC and calculator skills. Must have assertive communication skills along with a focus for sales. Apply for this job:
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