Consumer Loan Advisor I -Sales
Location: Cincinnati
Posted on: January 14, 2021
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Job Description:
Hours 4p
-9p (flexible) and rotating weekends. GENERAL FUNCTION: Primary
focus on solution based selling of a full range of Fifth Third
banking products specializing in consumer lending products and
services to existing and potential customers in an inbound and
outbound call center environment.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Sales/Goals Function:
. Achieves assigned sales goals while cross selling and referring
additional products and services through solution based
selling.
. Use the consultative sales process and Financial Needs Assessment
to educate customers about bank products and services as solutions
to meet customers'' immediate and/or future
needs.
. Maintain an in-depth knowledge of Retail consumer
products/services and recommend appropriate solutions using our
value proposition.
. Utilize approved Marketing tools (Outbound dialing list, OneView)
to reach out to customers and set appointments for periodic
financial reviews.
. Establish close working relationships with internal Partners
(Equity Specialist, Mortgage, Business Banking Specialist and
Investment Executive), referring customers when appropriate to
provide timely, holistic financial solutions.
Customer Service:
. Promote customer satisfaction with a friendly, helpful demeanor
and professionalism.
. Provides accurate information to the customer, explains products
and policies in a clear, concise manner
. Responds professionally to customer service inquiries and
issues/concerns via inbound phone calls. Follows up with customers
in a timely manner.
. Maintain a position of trust and responsibility by keeping all
business confidential.
. Follow the Bancorp Code of Business Conduct and Ethics and other
related policies, maintaining ethical behavior at all
times.
Call Center Operations:
. Adhere to established policies and procedures while
opening/servicing the full range of Retail
products.
. Achieves phone productivity goals while supporting department
service level agreements.
. Receptive to and incorporates coaching feedback to improve
overall sales effectiveness.
. Actively participates in personal and team
development.
. Suggests improvements and changes to processes and policies to
enhance productivity, employee engagement and customer
experience.
. Accurately enters or confirms customer information. Initiate
and/or complete proper request forms for
customers.
. Performs all other duties as assigned.
SUPERVISORY RESPONSIBILITIES: None
Keywords: , Cincinnati , Consumer Loan Advisor I -Sales, PR / Public Relations , Cincinnati, Ohio
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