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Financial Services Consultant - Central Heights Branch

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Company: Bank of the West

Location: Miami, AZ

Date Posted: October 25, 2014

Source: Global Compliance Jobs

What sets Bank of the West apart from other banks is our team members–they embody the optimistic spirit of the West. There is a spirit here that drives us to do more. Our team of more than 10,000 employees is vital to the success of our Bank. They reflect our modern western values—straightforward, entrepreneurial and optimistic. We seek to create a corporate culture that fosters and rewards excellence, encourages creative thinking and respects diversity – an environment where team members are engaged, supportive of one another and enthusiastic about serving our customers. Bank of the West offers the stability of a company that has a 135 year history and is part of BNP Paribas, a European leader in global banking and financial services and one of the 6 strongest banks in the world. We offer opportunities across our diverse business lines – Retail Banking, Commercial Banking, National Finance, and ...

What sets Bank of the West apart from other banks is our team members–they embody the optimistic spirit of the West. There is a spirit here that drives us to do more. Our team of more than 10,000 employees is vital to the success of our Bank. They reflect our modern western values—straightforward, entrepreneurial and optimistic. We seek to create a corporate culture that fosters and rewards excellence, encourages creative thinking and respects diversity – an environment where team members are engaged, supportive of one another and enthusiastic about serving our customers. Bank of the West offers the stability of a company that has a 135 year history and is part of BNP Paribas, a European leader in global banking and financial services and one of the 6 strongest banks in the world. We offer opportunities across our diverse business lines – Retail Banking, Commercial Banking, National Finance, and Wealth Management.

Position Summary

Responsible for fostering growth of relationships within the Bank through for sales/service of consumer loan and deposit products for new and existing customers. Understands, communicates and works to achieve the mission of the Bank. This description applies to four levels (Job Codes 1667, 1666, 1661, 2073, & 1239.) Level assignment is based on a variety of factors including, but not limited to: scope and complexity of responsibility, market area, and experience and expertise of financial services consultant.

Position Accountabilities

  • Completes documentation required to establish and maintain new accounts.
  • Reviews and completes consumer loan applications with the customer.
  • Participates in selling and cross-selling Bank products. Provides superior customer service.
  • Assists the branch in meeting goals by generating new business through in-branch selling, outside calls, telemarketing, and targeted direct mailings.
  • Participates in events that demonstrate support for the community and increase business opportunities for the Bank.
  • Complies with all policies/procedures related to the new account process.
  • May perform operational duties such as balancing the ATM or opening a teller window as needed.
  • Performs other duties as assigned.

Qualifications:

Required Education or Equivalent Experience

  • High School Diploma or GED

Required Experience

  • Years of functional/professional experience: One to two years banking or related experience

Field of Experience

  • Knowledge of bank products and services

Salary: . Date posted: 10/25/2014
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