BBVA Compass Tm Implement Coord & Prod Spec in DALLAS, Texas
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.
In conjunction with the TS Sales Team, obtains documentation from the customer in accordance with the established procedures for the services to be provided by the bank. The OC is responsible for determining the authority of the company representative making the request for TM Services and for ensuring the documentation is complete.
Facilitates client satisfaction by assuring products being implemented meet the client’s needs.
Ensures compliance with all banking regulations, i.e., BSA and KYC and with bank internal risk control procedures for ACH, Sweep, Lockbox, Wire Transfer, and Remote Deposit.
Verifies that all elements of the service being implemented are precisely and accurately defined and documents the required procedure
Coordinates work flow implementation process with the operational units.
Establishes pricing as communicated by the Sales Team.
Resolves all client issues relating to the start-up of the service and facilitates the transfer tothe BRS unit for on-going servicing.
Establishes rapport and provides professional, consistent, and open communications with all internal partners: BRS reps, TS Sales Teams, RM’s and Operations.
Follows up with clients to assess the satisfaction with the service implemented.
Participates, as requested, in special assignments/projects.
As the product specialist assists the other OC’s when implementing a large and/or complex client using the relevant product.
Serves on project teams for various products which require onboarding expertise.
Develops procedures to be used for onboarding and assists on audits of the product for which they are accountable.
Takes an active role in the Beta client roll-out.
Very good written and verbal communication skills.
Thorough knowledge of Treasury Management products.
Excellent client satisfaction attitude.
Ability to work in a team environment
High School grad with college preferred
At least 5 years of banking with specific experience in the area of expertise needed.
Job ID 2019-121028
Site Name TX-DALLAS-DOUGLAS BUILDING
Category BUSINESS DEVELOPMENT USA
Work Location US-TX-DALLAS
FLSA Status EXEMPT
Type FULL TIME
EOE Statement Equal Opportunity Employer - Minority/Female/Disability/Veterans.