BBVA Compass

  • Financial Sales Advisor/Personal Banker/Helotes

    Job ID
    Site Name
    Work Location
    FLSA Status
  • Overview

    Market retail banking products and services to consumer and small business customers, face to face or over the phone, in order to grow, retain and maximize profit for the bank. Offer customized banking solutions to customers utilizing the Account Recommendation Tool (ART) to capture the conversation and needs of the client. Utilize Customer Relationship Management (CRM) to manage customer contact and 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 client inquiries.
    If selected for this position, the onboarding and training program provides an exciting opportunity to work, master and apply newly acquired skills in various branch locations within the area. This will allow the selected candidate to learn about BBVA Compass, our global organization and have the privilege to work with an incredible team. The eventual branch assignment will occur when all required training activities are successfully completed.



    The Financial Service Advisors at BBVA Compass help people build a better future. Learn how here: ---


    1. Mobility and Reliable Transportation: The eventual branch assignment will be made upon completion of onboarding, training activities and as area openings occur​. Training will occur in various work locations typically within a 25 mile radius. 

    2. Bachelor's degree preferred or equivalent professional experience.

    3. Two years of proactive sales experience preferred for FSA. (Two years required for Senior FSA and three years required for Senior FSA II.)

    4. Retail banking experience preferred. (Two years required for Senior FSA and three years required for Senior FSA II.)

    5. Life and Health insurance required for Senior FSA and Senior FSA II only.

    6. Series 6 and 63 investment licenses preferred for Senior FSA and required for Senior FSA II.

    7. Meet credit history and criminal background requirements associated with the Nationwide Mortgage Licensing System and Registry registration process, to include FBI fingerprints, a criminal history report and review of credit.

    8. Must be a Mortgage Certified Employee (MCE) for Senior FSA II.

    9. Excellent oral and written communication skills.

    10. Exhibit a professional, helpful attitude along with the ability to positively interact with customers and co-workers.

    11. Demonstrate the ability to identify customer needs and implement an effective solution in a rapidly changing environment.

    12. Able to meet deadlines and manage pressure to attain banking center sales while delivering an excellent customer experience.

    13. Demonstrate proficient computer skills.

    14. Assertive communication skills along with a focus for sales. ---


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