Retail Personal Banker - Cross-Sell

Location: Clearwater
Posted on: November 4, 2024

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: , Bradenton , Retail Personal Banker - Cross-Sell, PR / Public Relations , Clearwater, Florida