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Consumer Banking Sales Officer

2 months ago

Oklahoma City, United States Fidelity Bank Full time

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:

  • Bachelors 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

EO/AA Employer: Title VII/Protected Veterans