GastoniaRecruiter Since 2001
the smart solution for Gastonia jobs

Retail Personal Banker - Cross-Sell

Location: Forest City
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: , Gastonia , Retail Personal Banker - Cross-Sell, PR / Public Relations , Forest City, North Carolina

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other PR / Public Relations Jobs


Retail Personal Banker I - Black Mountain, NC
Description: font face Arial GENERAL FUNCTION: The Personal Banker I is a branch position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. (more...)
Company:
Location: Black Mountain
Posted on: 02/25/2021

Military Sales
Description: This Business Development Position Features: br Family Oriented Company br New Offices br Dynamic, Energetic Environment br
Company:
Location: Easley
Posted on: 02/25/2021

Loan Processor
Description: Adecco is currently assisting a local client in their search to fill a Loan Processor position in Lexington, SC. As a Loan Processor you will be responsible for utilizing Commerce technology systems (more...)
Company:
Location: Lexington
Posted on: 02/25/2021


CSR / Teller - Wilmar BC - Part Time
Description: font face Arial br p font face Arial Banking Customer Service Representative /font /p br br / br p font face Arial Job Description br / br br / br If you are a dynamic and (more...)
Company:
Location: Concord
Posted on: 02/25/2021

Mortgage Processor - Excellent Growth Opportunity
Description: This Mortgage Processor Position Features: br Excellent Growth Opportunity br Amazing Compensation Package br Flexible Working
Company:
Location: Columbia
Posted on: 02/25/2021

Property and Casualty Customer Service Rep - Excellent Benefits
Description: This Customer Service Rep Position Features: br excellent benefits br professional environment br growing company
Company:
Location: Columbia
Posted on: 02/25/2021

Investigator - AML
Description: Adecco, a division of the world leader in the recruitment of office and finance professionals is currently recruiting for an Investigator - AML position in Lexington, SC. This is a contract opportunity (more...)
Company:
Location: Lexington
Posted on: 02/25/2021

Commercial RM II
Description: font face Arial GENERAL FUNCTION: Responsible for managing the bank''s relationship with a sizable existing portfolio of bank customers throughout assigned marketing area. Responsible for the review (more...)
Company:
Location: Charlotte
Posted on: 02/25/2021

P+C Insurance Sales -
Description: This Insurance Service/Account Executive Position Features: br opportunity for advancement br competitive salary and benefit package br company invested
Company:
Location: Columbia
Posted on: 02/25/2021

AML Clerk
Description: Adecco is currently assisting a local client in their search to fill several AML Clerk positions in Lexington, SC. This is a 12 Month contract opportunity and has the possibility of going permanent for (more...)
Company:
Location: Lexington
Posted on: 02/25/2021

Log In or Create An Account

Get the latest North Carolina jobs by following @recnetNC on Twitter!

Gastonia RSS job feeds