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Consumer Loan Advisor I - Call Center Sales

Location: Cincinnati
Posted on: July 8, 2018

Job Description:

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 - Call Center Sales, PR / Public Relations, Cincinnati, Ohio

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