Retail Personal Banker – Cross-Sell Position Available In Hernando, Florida

Tallo's Job Summary: 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 of banking 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 Service Representatives for referral activity. Maintaining awareness of market segments and consistently meeting or exceeding sales goals as set by management. Promoting excellent customer relations, ensuring a consistent customer experience, and providing professional issue resolution. For more details, refer to the full job description.

Company:
Unclassified
Salary:
JobFull-timeOnsite

Job Description

Job Description:
GENERAL FUNCTION

Entry into a sales position with a primaryfocus on sales development and relationship building through thepromotion of deposits, loans, fee-based services and the retentionof customers. Responsible for selling a full range ofbankingproducts and services to existing and prospective customers whileproviding specialized customer care. Utilize and promote theBranded Sales and Service process, using the prescribed tools andinteracting with the Customer/Financial ServiceRepresentatives forreferral activity.

ESSENTIAL DUTIES & RESPONSIBILITIES

Sales/Goals Function:

o Maintain an awareness of the various market segments (Acquisitionand Cross Sell) and develop an understanding of how Fifth Thirdsolutions support each market. o Consistently meet or exceed sales goals for loans, deposits, andfee income, as set by management utilizing sales skills appropriatefor the Financial Center market segment. (i.e., cold calling versuscalling campaigns to an already establishedcustomer base). o Oversee the complete consumer loan process following approvedguidelines. o Consistently meet or exceed brokerage referral goals as set bymanagement. o Maintain a well-developed working knowledge of the complete lineof products and services offered, taking responsibility to keep upto date and request assistance for further development needs. o Promote company products and services by regularly solicitinginternal customers for expanded business and referrals, to assistin the continuing growth of the office and company. o Initiate and maintain customer contact through a variety ofmethods, including but not limited to customer interaction on theline and platform, telemarketing, and attending various seminarsand community events. o Maintain the sales environment, and actively participate inregular sales and office staff meetings, the execution of salescontests, monthly Blitzes and other motivational activities. o Actively participate in the telemarketing process within thefinancial center, utilizing the marketing resources and othervarious tools. o Establish close relationships with assigned business partners,such as Mortgage, Small Business Bankers, Business Banking Officersand Investment Executive to ensure that established goals for eachbusiness line is met. o Provide guidance to the Customer/Financial ServiceRepresentatives in the referral/sales process. •

Customer Service:

o Utilize the FNA to build thorough customer information foroptimal financial solutions for their needs. o Provide a customer experience that is consistent across allcustomer touch points, is among the leaders in the financialservices industry in terms of customer satisfaction, loyalty, andretention and provides a differentiated experience fromotherproviders in the market place. o Promote excellent customer relations by consistently providingpremier customer satisfaction with a friendly demeanor, can-doattitude, and willingness to help at all times, providingprofessional resolution of problems/issues. o Establish a relationship with the customer base of the financialcenter through knowledge of account ownership, greeting customersby name, and exhibiting an attitude of caring. o Assist in ensuring the financial center is neat and orderly andpresentable for clients. Adhere to the Fifth Third clean deskpolicy and maintain a professional appearance. •

SEE ACTUAL JOB DESCRIPTION FOR ALL DUTIES ANDRESPONSIBILITIES. SUPERVISORY RESPONSIBILITIES

None.

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