What are the responsibilities and job description for the Consumer Banking Sales Officer position at Fidelity Bank, NA?
CONSUMER BANKING SALES OFFICER
Job Overview: The Consumer Banking Sales Officer is responsible for developing outside business by making outbound sales call, consistent involvement in the community and promoting Fidelity Bank l Oklahoma Fidelity Bank products and projects. The CBSO will sell Fidelity Bank l Oklahoma Fidelity deposit and consumer loans products.
The candidate for this position will be responsible for:
- Referring leads to other lines of business including, but not limited to, Business 360, Mortgage, Treasury, and Commercial.
- Spending 40% of their time on outbound sales activities, 30% on building partnerships within assigned branches, and 30% on portfolio management and administrative duties as assigned; including processing all real estate based consumer loans (both through referrals and individually sourced deals).
- Providing assistance and support to the Branch Manager and branch staff of assigned branches in order to increase the effectiveness of the branch sales process and enhance individual loan performance.
- Identifying training needs, monitoring reports to ensure production goals are achieved, and working with the branch team to ensure consumer loan product awareness.
- Maintaining effective portfolio management and consistently hitting performance targets for deposits, consumer loans, and referrals to other lines of business.
- Implementation of the marketing of deposit and consumer loan products in order to accomplish sales objectives and achieving loan goals across the Kansas and Oklahoma markets (as assigned).
- Support with problem-solving efforts for customers.
Requirements for the position include:
- Bachelor’s degree in a business related field (may be waived in lieu of experience).
- Strong written, verbal, and customer service skills.
- A minimum of five years of experience in a sales role.
- Effective team coordination and communication skills.
- The ability to work late and/or flexible hours.
Preferred qualifications for this position include:
- A minimum of two years lending experience
EEO/Veterans/Disabled
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
