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
ESSENTIAL DUTIES & RESPONSIBILITIES:
oMaintain an awareness of the various market segments (Acquisition
and Cross Sell) and develop an understanding of how Fifth Third
solutions support each market.
oConsistently 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).
oOversee the complete consumer loan process following approved
oConsistently meet or exceed brokerage referral goals as set by
oMaintain 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.
oPromote 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.
oInitiate 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.
oMaintain the sales environment, and actively participate in
regular sales and office staff meetings, the execution of sales
contests, monthly Blitzes and other motivational activities.
oActively participate in the telemarketing process within the
financial center, utilizing the marketing resources and other
oEstablish 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.
oProvide guidance to the Customer/Financial Service Representatives
in the referral/sales process.
oUtilize the FNA to build thorough customer information for optimal
financial solutions for their needs.
oProvide 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.
oPromote 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.
oEstablish 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.
oAssist 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.
oOpen and maintain full range of retail accounts and services.
oKeep up to date on the security controls in place to protect the
office against criminal and fraudulent activities and unnecessary
risk and exposure.
oMay need to handle opening and/or closing procedures as a member
of the platform staff.
SUPERVISORY RESPONSIBILITIES: None.