Branch Retail Executive -Marlin Financial Center
- Full-Time
- Marlin, TX
- BBVA
- Posted 4 years ago – Accepting applications
Job Description
Area:
BRANCHES & SUPPORT
Deadline for applying:
2/26/2021
Company:
USA - Compass Bank dba BBVA Compass
What does the job entail?
The Branch Retail Executive (BRE) leads the operational activities of an assigned branch in compliance with applicable State and Federal laws, regulations, bank policies, and procedures. They manage and execute a sales model to maximize profit and branch productivity. The BRE also serves as the sales and service coach within the branch ensuring the staff is focused on and understands how to bring the age of opportunity to everyone and delivers an exceptional level of customer service – ensuring the branch stays focused on enhancing sales in deposits, loans, insurance and investment products. The BRE monitors profits and losses for the branch and leverages opportunities to build, strengthen and maintain relationships with all customers.
Responsibilities
Implementing bank strategies and creating local tactics focused on the development and growth of the branch, and influence of the area market. Developing and managing Action Plans to obtain branch goals.
Staying up-to-date on current events in the local and global economy and participating in community events and organizations.
Conducting daily, weekly and monthly sales meeting with all branch sales personnel to set goals and identify activities required to meet set objectives.
Supervising and assisting with sales activities and goals for all branch personnel.
Coaching sales personnel daily on goal achievements, scrubbing leads prior to call blocks, scripting, closing and cross-selling.
Monitoring and managing cross-sell efforts of each sales representative in conjunction with company aligned goals.
Assisting branch personnel with improving their knowledge of all banking products and current product offers on a consistent basis.
Collaborating with Line of Business (LOB) partners to help with specialized product training.
Collaborating with the District Retail Executive (DRE) and the branch sales personnel to effectively communicate individual, branch and district priorities and meeting the branch’s goals in a manner consistent with bank policies and customer needs.
Planning, scheduling and participating in sales calls to ensure each portfolio customer is contacted once per quarter.
Prospecting and selling investments to ensure individual revenue goals are met.
Resolving errors, problems and/or customer misunderstandings, and complaints in a timely and effective manner.
Partnering with Talent & Culture to recruit, interview, select and ultimately hire the best candidates to ensure branch is fully staffed and new hires are trained, poised for success and able to meet their goals
Scheduling branch personnel effectively to meet the customer demands of the branch. Opening and closing the banking center.
Consistently focusing on outside business development, including Small Business lending production and new customer acquisition through the Workplace Solutions program
Education/Experience
High School Diploma or General Education Degree (GED) required. Bachelor’s degree preferred. Work experience may NOT substitute for education requirement.Two years or more of Retail management, customer service and sales experience required. The level and compensation for this job may be subject to the candidate’s experience and the branch location, branch size and volume of traffic and/or transactions processed.
Lic/Cert/Reg
Required: Must have/acquire (NMLS) Nationwide Mortgage Licensing System
Preferred: Life and Health insurance licenses, Series 6 (Limited-Investment Securities License) or Series 63 (Uniform Securities Agent)
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
Legal requirements
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
BBVA Compass, BBVA Securities Inc., and BBVA S.A. New York Branch invite all interested and qualified applicants to apply for employment opportunities. If you are a U.S.-based job seeker with a disability who is unable to use our online tools to search and apply for jobs, please contact us by emailing: disabilityaccessjobs.us@bbva.com or by calling toll-free (in the U.S.) 1-844-664-9275. Please indicate the specific type of assistance needed*.
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.
View the "EEO is the Law" & "View the EEO is the Law Supplement Poster" poster. BBVA Compass, BBVA Securities, Inc., and BBVA NY are equal opportunity and affirmative action employer.
Working at BBVA
BBVA is a global company with over 160 years of history present in 30 countries with over 79 million customers. We are more than 125,000 professionals working in multidisciplinary and diverse teams.
At BBVA, we are ahead of the transformation that is taking place in the banking sector, challenging the status quo, to make life easier to our customers.
Being part of BBVA means developing your career in one of the most innovative companies in finance.
Responsible banking
We're committed to responsible banking to help drive a more inclusive and sustainable society. The future of banking lies in financing the future.
We started out with the spirit of helping others make the best financial decisions. That spirit remains with us today and encourages us to keep moving forward, prioritizing innovation and digital transformation so that we can put the opportunities of this new era within everyone's reach.
Diversity
At BBVA, we believe that having a diverse workforce makes us a better bank. We are proud to be a company that prioritizes diversity, inclusion and equal opportunities, regardless of the race, age, gender, ethnicity, disability, religion or sexual orientation of our employees and collaborators.
Our values
Our values define our identity; they are what drives us to make our goals a reality and they guide all of our actions and the decisions we make.
Customer comes first
We think big
We are one team
Apply to this Job
BRANCHES & SUPPORT
Deadline for applying:
2/26/2021
Company:
USA - Compass Bank dba BBVA Compass
What does the job entail?
The Branch Retail Executive (BRE) leads the operational activities of an assigned branch in compliance with applicable State and Federal laws, regulations, bank policies, and procedures. They manage and execute a sales model to maximize profit and branch productivity. The BRE also serves as the sales and service coach within the branch ensuring the staff is focused on and understands how to bring the age of opportunity to everyone and delivers an exceptional level of customer service – ensuring the branch stays focused on enhancing sales in deposits, loans, insurance and investment products. The BRE monitors profits and losses for the branch and leverages opportunities to build, strengthen and maintain relationships with all customers.
Responsibilities
Implementing bank strategies and creating local tactics focused on the development and growth of the branch, and influence of the area market. Developing and managing Action Plans to obtain branch goals.
Staying up-to-date on current events in the local and global economy and participating in community events and organizations.
Conducting daily, weekly and monthly sales meeting with all branch sales personnel to set goals and identify activities required to meet set objectives.
Supervising and assisting with sales activities and goals for all branch personnel.
Coaching sales personnel daily on goal achievements, scrubbing leads prior to call blocks, scripting, closing and cross-selling.
Monitoring and managing cross-sell efforts of each sales representative in conjunction with company aligned goals.
Assisting branch personnel with improving their knowledge of all banking products and current product offers on a consistent basis.
Collaborating with Line of Business (LOB) partners to help with specialized product training.
Collaborating with the District Retail Executive (DRE) and the branch sales personnel to effectively communicate individual, branch and district priorities and meeting the branch’s goals in a manner consistent with bank policies and customer needs.
Planning, scheduling and participating in sales calls to ensure each portfolio customer is contacted once per quarter.
Prospecting and selling investments to ensure individual revenue goals are met.
Resolving errors, problems and/or customer misunderstandings, and complaints in a timely and effective manner.
Partnering with Talent & Culture to recruit, interview, select and ultimately hire the best candidates to ensure branch is fully staffed and new hires are trained, poised for success and able to meet their goals
Scheduling branch personnel effectively to meet the customer demands of the branch. Opening and closing the banking center.
Consistently focusing on outside business development, including Small Business lending production and new customer acquisition through the Workplace Solutions program
Education/Experience
High School Diploma or General Education Degree (GED) required. Bachelor’s degree preferred. Work experience may NOT substitute for education requirement.Two years or more of Retail management, customer service and sales experience required. The level and compensation for this job may be subject to the candidate’s experience and the branch location, branch size and volume of traffic and/or transactions processed.
Lic/Cert/Reg
Required: Must have/acquire (NMLS) Nationwide Mortgage Licensing System
Preferred: Life and Health insurance licenses, Series 6 (Limited-Investment Securities License) or Series 63 (Uniform Securities Agent)
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
Legal requirements
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
BBVA Compass, BBVA Securities Inc., and BBVA S.A. New York Branch invite all interested and qualified applicants to apply for employment opportunities. If you are a U.S.-based job seeker with a disability who is unable to use our online tools to search and apply for jobs, please contact us by emailing: disabilityaccessjobs.us@bbva.com or by calling toll-free (in the U.S.) 1-844-664-9275. Please indicate the specific type of assistance needed*.
- The disability access telephone line and email address are reserved solely for job seekers with disabilities requesting accessibility assistance or an accommodation. Please do not call about the status of your job application if you do not require accessibility assistance or an accommodation. Messages left for other purposes, such as following up on an application or non-disability related or technical issues, will not receive a response.
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.
View the "EEO is the Law" & "View the EEO is the Law Supplement Poster" poster. BBVA Compass, BBVA Securities, Inc., and BBVA NY are equal opportunity and affirmative action employer.
Working at BBVA
BBVA is a global company with over 160 years of history present in 30 countries with over 79 million customers. We are more than 125,000 professionals working in multidisciplinary and diverse teams.
At BBVA, we are ahead of the transformation that is taking place in the banking sector, challenging the status quo, to make life easier to our customers.
Being part of BBVA means developing your career in one of the most innovative companies in finance.
Responsible banking
We're committed to responsible banking to help drive a more inclusive and sustainable society. The future of banking lies in financing the future.
We started out with the spirit of helping others make the best financial decisions. That spirit remains with us today and encourages us to keep moving forward, prioritizing innovation and digital transformation so that we can put the opportunities of this new era within everyone's reach.
Diversity
At BBVA, we believe that having a diverse workforce makes us a better bank. We are proud to be a company that prioritizes diversity, inclusion and equal opportunities, regardless of the race, age, gender, ethnicity, disability, religion or sexual orientation of our employees and collaborators.
Our values
Our values define our identity; they are what drives us to make our goals a reality and they guide all of our actions and the decisions we make.
Customer comes first
We think big
We are one team