Retail Personal Banker - Cross-Sell
Location: Brevard
Posted on: February 25, 2021
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Job Description:
GENERAL FUNCTION: Entry into a sales position
with a primary focus on sales development and relationship building
through the promotion of deposits, loans, fee-based services and
the retention of customers. Responsible for selling a full range
ofbanking products and services to existing and prospective
customers while providing specialized customer care. Utilize and
promote the Branded Sales and Service process, using the prescribed
tools and interacting with the Customer/Financial
ServiceRepresentatives for referral activity. ESSENTIAL DUTIES &
RESPONSIBILITIES: * Sales/Goals Function: o Maintain an awareness
of the various market segments (Acquisition and Cross Sell) and
develop an understanding of how Fifth Third solutions support each
market. o Consistently meet or exceed sales goals for loans,
deposits, and fee income, as set by management utilizing sales
skills appropriate for the Financial Center market segment. (i.e.,
cold calling versus calling campaigns to an already
establishedcustomer base). o Oversee the complete consumer loan
process following approved guidelines. o Consistently meet or
exceed brokerage referral goals as set by management. o Maintain a
well-developed working knowledge of the complete line of products
and services offered, taking responsibility to keep up to date and
request assistance for further development needs. o Promote company
products and services by regularly soliciting internal customers
for expanded business and referrals, to assist in the continuing
growth of the office and company. o Initiate and maintain customer
contact through a variety of methods, including but not limited to
customer interaction on the line and platform, telemarketing, and
attending various seminars and community events. o Maintain the
sales environment, and actively participate in regular sales and
office staff meetings, the execution of sales contests, monthly
Blitzes and other motivational activities. o Actively participate
in the telemarketing process within the financial center, utilizing
the marketing resources and other various tools. o Establish close
relationships with assigned business partners, such as Mortgage,
Small Business Bankers, Business Banking Officers and Investment
Executive to ensure that established goals for each business line
is met. o Provide guidance to the Customer/Financial Service
Representatives in the referral/sales process. * Customer Service:
o Utilize the FNA to build thorough customer information for
optimal financial solutions for their needs. o Provide a customer
experience that is consistent across all customer touch points, is
among the leaders in the financial services industry in terms of
customer satisfaction, loyalty, and retention and provides a
differentiated experience from otherproviders in the market place.
o Promote excellent customer relations by consistently providing
premier customer satisfaction with a friendly demeanor, can-do
attitude, and willingness to help at all times, providing
professional resolution of problems/issues. o Establish a
relationship with the customer base of the financial center through
knowledge of account ownership, greeting customers by name, and
exhibiting an attitude of caring. o Assist in ensuring the
financial center is neat and orderly and presentable for clients.
Adhere to the Fifth Third clean desk policy and maintain a
professional appearance. * SEE ACTUAL JOB DESCRIPTION FOR ALL
DUTIES AND RESPONSIBILITIES. SUPERVISORY RESPONSIBILITIES:
None.
Keywords: , Asheville , Retail Personal Banker - Cross-Sell, PR / Public Relations , Brevard, North Carolina
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