Retail Personal Banker - Cross-Sell
Location: Dewitt
Posted on: February 25, 2021
|
|
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: , Lansing , Retail Personal Banker - Cross-Sell, PR / Public Relations , Dewitt, Michigan
Click
here to apply!
|
Didn't find what you're looking for? Search again!
Other PR / Public Relations JobsRetail Licensed PB (i) Cross-Sell Description: font face Arial GENERAL FUNCTION: 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 (more...) Company: Location: Highland Posted on: 02/25/2021 CSR / Teller - Belleville BC - Part Time Description: p font face Arial Banking Customer Service Representative /font /p br p font face Arial Job Description br / br If you are a dynamic and driven Customer Service Representative who has (more...) Company: Location: Belleville Posted on: 02/25/2021 CSR / Teller - Grosse Pointe Woods BC - Part Time Description: p font face Arial Banking Customer Service Representative /font /p br p font face Arial Job Description br / br If you are a dynamic and driven Customer Service Representative who has (more...) Company: Location: Grosse Pointe Posted on: 02/25/2021 Investment Executive Description: font face Arial GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers. May handle large book of clients with more complex financial (more...) Company: Location: Bloomfield Hills Posted on: 02/25/2021 CSR / Teller - Grosse Ille BC - Full Time Description: p font face Arial Banking Customer Service Representative /font /p br p font face Arial Job Description br / br If you are a dynamic and driven Customer Service Representative who has (more...) Company: Location: Grosse Ile Posted on: 02/25/2021 CSR / Teller - Highland Town Ctr BC - Part Time Description: p font face Arial Banking Customer Service Representative /font /p br p font face Arial Job Description br / br If you are a dynamic and driven Customer Service Representative who has (more...) Company: Location: Highland Posted on: 02/25/2021 CSR / Teller - Detroit East Jefferson BC-Part Time Description: p font face Arial Banking Customer Service Representative /font /p br p font face Arial Job Description br / br If you are a dynamic and driven Customer Service Representative who has (more...) Company: Location: Detroit Posted on: 02/25/2021 CSR / Teller - Warren BC - Part Time Description: p font face Arial Banking Customer Service Representative /font /p br p font face Arial Job Description br / br If you are a dynamic and driven Customer Service Representative who has (more...) Company: Location: Warren Posted on: 02/25/2021 Retail Personal Banker - Cross-Sell Description: font face Arial 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 (more...) Company: Location: West Bloomfield Posted on: 02/25/2021 Retail Personal Banker - Cross-Sell Description: font face Arial 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 (more...) Company: Location: Marysville Posted on: 02/25/2021 |