BBVA Compass

Private Banking Executive II

Job ID
2017-108592
TX-AUSTIN-COMPASS PLAZA
Category
WEALTH MANAGEMENT
US-TX-AUSTIN
FLSA Status
EXEMPT
Type
FULL TIME
EOE Statement
Equal Opportunity Employer - Minority/Female/Disability/Veterans.

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

Summary:

Directs sales and marketing efforts for the private banking team; ensures that the full range of lending, deposit, and investment services are promoted and sold to high net worth individuals, professionals, and/or other targeted client bases. Personally manages client relationships as necessary to discover opportunities; organizes financial products and services to meet those needs.

 

Increases relationship profitability by expanding existing and developing new business relationships. Incumbent should have complete knowledge of bank products and services, the ability to personally sell and direct others to successfully sell the full range of bank products and services to individuals, small businesses, and small business management.

 

  • Manages and directs efforts of private banking team to develop and manage profitable, multi-product relationships with high net worth individuals, business managers, and other targeted client bases; promotes development from prospective and existing bank clients.
  • Develops and manages profitable portfolio of multi-product relationships with high net worth individuals, business managers, and targeted client bases; develops relationships from prospective and existing bank clients. Calls on prospective and existing customers to develop relationships and new business.
  • Designs, implements, and measures private banking strategic and marketing plans; develops and coaches staff in effective sales and marketing practices for targeted client base.
  • Manages cost effectiveness and maximizes profitability of private banking team.
  • Ensures staff compliance with established sales, operational, and security policies procedures, and regulations; monitors private banking team’s calling activity and sales results.
  • Develops full scope banking/financial relationships with small business executive management teams.
  • Achieves and /or exceeds established sales goals.
  • Manages effectiveness of key community involvement of private banking team members.
  • Reports own calling and business development activity and sales results in a timely manner; produces general business correspondence as necessary. 

Qualifications

  • Bachelor’s degree (BA or BS) or equivalent from an accredited college or equivalent in experience
  • Thorough knowledge of banking products, policies, operations, regulations, and PC literacy.
  • Strong leadership, coaching, and interpersonal skills.
  • Ability to establish and maintain excellent working relationships with community, customers, employees, and administrative staff.
  • Excellent written, verbal and problem solving skills.
  • Must function as an entrepreneur and team player and possess strong sales aptitude.
  • Must be a self-starter requiring minimal supervision. 
  • Minimum of 7 years of banking experience and 3-5 years of management-level experience.
  • Securities licensing is required (7,6,63)

Must meet credit history and criminal background requirements associated with Financial Industry Regulatory Authority registration process, to include FBI fingerprint criminal history, review of credit report, civil litigation, liens, and other public records.

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