Consumer Banking Sales Representative

4 days ago


Oklahoma City, Oklahoma, United States Fidelity Bank Full time
Job Title: Consumer Banking Sales Officer

At Fidelity Bank, we are seeking a highly motivated and results-driven Consumer Banking Sales Officer to join our team. As a key member of our sales team, you will be responsible for developing outside business by making outbound sales calls, building partnerships within assigned branches, and promoting Fidelity Bank's deposit and consumer loan products.

Key Responsibilities:
  • Referring leads to other lines of business, including Business 360, Mortgage, Treasury, and Commercial.
  • Spending 40% of your time on outbound sales activities, 30% on building partnerships within assigned branches, and 30% on portfolio management and administrative duties as assigned.
  • Providing assistance and support to the Branch Manager and branch staff of assigned branches 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.
  • Implementing the marketing of deposit and consumer loan products to accomplish sales objectives and achieving loan goals across the Kansas and Oklahoma markets.
  • Supporting problem-solving efforts for customers.
Requirements:
  • 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:
  • A minimum of two years lending experience.


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