BBVA Compass Settlements Specialist II in BIRMINGHAM, Alabama

Overview

At BBVA, we are working to make banking better for everyone. That is where you come in. We are looking for smart, team oriented people who want to be part of a first-class workforce that gives people the tools they need to meet their financial goals, all while delivering an outstanding client experience. Learn more below.

Responsibilities

Deliver an exceptional customer experience to our financial advisors, licensed bankers and sales assistants in the field. Work closely with others on the team with bi-monthly rotation of duties. Must be able to positively interact with other members of the team. Must be willing to ask questions when unique circumstances arise. Interact daily with our clearing firm Pershing LLC to solve complex problems. Interest in researching problems and finding solutions is vital to success in the role.

Responsible for understanding multiple processes including but not limited to check booking, consolidated blotters, account reconciliation, blotter review, margin review, ACH reject reconciliation and Pershing reconciliation. Ability to research and help problem solve on complex situations. Must fully understand IRA contribution limitations. The candidate must understand and adhere to daily processing cutoffs. Must be very diligent and detail oriented to ensure all items are processed promptly and correctly. Must be able to prioritize tasks.

Crosstrain on all functions in the unit and assist with training others as needed. Proactively seek opportunities for improvement in existing processes to maximize productivity and reduce risk. Updated established procedures for assigned duties. Other duties as assigned.

Qualifications

  • Bachelors degree or equivalent 4-5 years of professional experience.

  • Good organizational skills, handling multiple tasks in a time-sensitive environment.

  • Very detail oriented.

  • Working experience with the NetX360, Pershing LLC, iArchive & Alnova is preferred.

  • Ability to interact professionally with internal and external clients.

  • Excellent verbal and written communication skills.

  • Focus on problem resolution.

  • Display a friendly and helpful attitude and have the ability to positively interact with clients and teammates.

Job ID 2018-117773

Site Name AL-BIRMINGHAM-CORPORATE HEADQUARTERS

Category INVESTMENTS

Work Location US-AL-BIRMINGHAM

FLSA Status NON-EXEMPT

Type FULL TIME

EOE Statement Equal Opportunity Employer - Minority/Female/Disability/Veterans.