Retail Personal Banker - Cross-Sell

Unclassified - Tiffin, OH

Full-time - Entry Level

Tiffin, OH

About the position

This entry-level sales position focuses on sales development and relationship building by promoting banking products and services, including deposits, loans, and fee-based services. The role emphasizes customer retention and satisfaction while utilizing prescribed sales processes and tools to achieve sales goals and enhance customer relationships.

Responsibilities

• Maintain awareness of various market segments and understand how banking solutions support each market.
• Consistently meet or exceed sales goals for loans, deposits, and fee income as set by management.
• Oversee the complete consumer loan process following approved guidelines.
• Meet or exceed brokerage referral goals as set by management.
• Maintain a well-developed knowledge of the complete line of products and services offered.
• Promote company products and services by soliciting internal customers for expanded business and referrals.
• Initiate and maintain customer contact through various methods, including telemarketing and community events.
• Maintain the sales environment and participate in regular sales and office staff meetings.
• Actively participate in the telemarketing process within the financial center.
• Establish close relationships with assigned business partners to meet established goals.
• Provide guidance to Customer/Financial Service Representatives in the referral/sales process.

Requirements

• Strong sales skills and ability to meet sales goals.
• Excellent customer service skills and a friendly demeanor.
• Ability to build and maintain customer relationships.
• Knowledge of banking products and services.
• Effective communication skills.

Nice-to-haves

• Experience in telemarketing or sales in the financial services industry.
• Familiarity with customer relationship management tools.

Benefits

• Competitive salary and performance bonuses.
• Health insurance and retirement savings plans.
• Opportunities for professional development and training.