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Listed below are the top 10 out of 136 listings that are in the same industry and location as the job you were looking for. To see more than 10 listings, click here to search similar jobs in JACKSONVILLE, FL


 
 

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To view more listings click here to search Accounting & Finance Jobs in JACKSONVILLE, FL


For your reference, we have included the original job posting below.




FINANCIAL SALES ADVISOR II


Job Number:43321189
Company Name:BBVA Compass
Job Location:JACKSONVILLE, FL US
Job Category:Accounting & Finance


FINANCIAL SALES ADVISOR II

FINANCIAL SALES ADVISOR II



Job ID: 2012-57016
Site Name: FL-JACKSONVILLE-THE LANDING

Category: RETAIL BANKING
FLSA Status: NON-EXEMPT

Type: FULL TIME
More information about this job
Responsibilities
Market retail banking products and services to mass market customers, face to face or over the phone, in
order to grow, retain and maximize profit for the bank. Offer banking solutions to customers after
capturing the customer profile conversation on Customer Relationship Management system (CRM).
Utilize Customer Relationship Management system for leads to maximize new and existing deposit
relationships through cross-selling of all retail banking products. Deliver an exceptional customer service
experience while responding to daily customer inquiries.
Qualifications
1. Bachelor?s degree in Business, Finance or equivalent professional experience.
2. Preferred two years of proactive sales experience for FSA (two years required for Sr. FSA).
3. Two years of retail banking experience. (Sr. FSA only)
4. Health & Life insurance prior investment sales experience preferred for FSA (required for Sr.
FSA).
5. Series 6 and 63 securities licensing preferred. (Sr. FSA only)
6. Excellent oral and written communication skills.
7. Must exhibit a very professional and helpful attitude along with the ability to interact positively with
customers and co-workers.
8. Demonstrate ability to identify customer needs and implement an effective solution in a rapidly
changing environment.
9. Must be able to meet deadlines and pressure to attain banking center sales while delivering an
excellent customer experience.
10. Demonstrate proficient computer skills.
11. Must have assertive communication skills along with a focus for sales.
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