BBVA Compass Assoc Treas Mgt Sales Off I in miami, Florida

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

Function: Assists 1-3 Treasury Management Sales Officers (TMOs) in assigned sales territory.

Duties:

  1. Assist in the preparation of pro-forma analysis statements, sales proposals and other sales-related materials for presentation to commercial clients and prospects.

  2. Conduct product demonstrations with clients and prospects as necessary.

  3. Assist in the preparation of sales contracts and their execution with clients and prospects ensuring accuracy and completion.

  4. Work with service implementation team to help ensure timely and satisfactory on-boarding experience for the client.

  5. Assist in the preparation of client relationship reviews.

  6. Join Relationship Managers (RMs) and TMOs on in-person calls to clients and prospects as needed.

  7. Gather and analyze data and supporting documents for sales revenue audits.

  8. Update and maintain sales systems accurately and timely.

  9. Communicate and interact effectively with TMOs, RMs, support partners and managers

  10. Assist Regional Sales Manager (RSM) with reporting, special projects, and other sales-related efforts.

  11. Develop and maintain current and comprehensive knowledge of Treasury Management products, services, industry trends, and service issues.

Qualifications

Required Qualifications:

  1. Self-motivated and ability to work independently

  2. Bachelor’s Degree in Finance, Accounting or closely related field.

  3. Two years of Commercial Banking experience. Treasury Management experience preferred.

  4. Two years of experience in a sales environment or client-facing role.

  5. Proficiency with Salesforce, Excel, Word, and PowerPoint.

  6. Bilinguality: Fluency in English & Spanish REQUIRED for successful performance.

  7. Professional-level written and oral communication skills.

Job ID 2018-114432

Site Name FL-MIAMI-1450 BRICKELL

Category COMMERCIAL BANKING

Work Location US-FL-MIAMI

FLSA Status EXEMPT

Type FULL TIME

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