Retail Personal Banker – Cross-Sell Position Available In Mecklenburg, North Carolina

Tallo's Job Summary: Entry level Retail Personal Banker - Cross-Sell responsible for promoting deposits, loans, and fee-based services to existing and potential customers. Must achieve sales goals, maintain product knowledge, and provide exceptional customer service. Develop relationships with business partners and participate in sales activities. No supervisory responsibilities.

Company:
Unclassified
Salary:
JobFull-timeOnsite

Job Description

Job Description:
GENERAL FUNCTION

Entry into a sales positionwith a primary focus on sales development and relationship buildingthrough the promotion of deposits, loans, fee-based services andthe retention of customers. Responsible for selling a full rangeofbanking products and services to existing and prospectivecustomers while providing specialized customer care. Utilize andpromote the Branded Sales and Service process, using the prescribedtools and interacting with the Customer/FinancialServiceRepresentatives for referral 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 establishedcustomerbase). 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 developmentneeds. 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 motivationalactivities. 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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