Consumer Banking Sales Officer

Fidelity Bank, NA•Wichita, KS

About The Position

The Consumer Banking Sales Officer develops outside business through outbound sales calls, community involvement, and promotion of Fidelity Bank | Oklahoma Fidelity Bank products and services. The officer sells the bank’s deposit and consumer loan products. The role includes referring leads to other lines of business, supporting assigned branches’ sales processes, and managing a portfolio. Time is divided approximately 40% among outbound sales activities, 30% among building partnerships within assigned branches, and 30% among portfolio management and administrative duties, including processing real-estate-based consumer loans. The officer supports sales objectives and loan goals across assigned Kansas and Oklahoma markets and helps solve customer problems.

Requirements

  • Bachelor’s degree in a business-related field; this requirement may be waived in lieu of experience.
  • Strong written, verbal, and customer service skills.
  • At least five years of experience in a sales role.
  • Effective team coordination and communication skills.
  • Ability to work late and/or flexible hours.

Nice To Haves

  • At least two years of lending experience.

Responsibilities

  • Refer leads to other lines of business, including Business 360, Mortgage, Treasury, and Commercial.
  • Spend approximately 40% of working time on outbound sales activities, 30% building partnerships within assigned branches, and 30% on portfolio management and assigned administrative duties.
  • Process real-estate-based consumer loans, both from referrals and individually sourced deals.
  • Assist and support Branch Managers and branch staff to improve the branch sales process and individual loan performance.
  • Identify training needs, monitor reports to ensure production goals are achieved, and work with branch teams to increase consumer loan product awareness.
  • Manage the portfolio effectively and meet performance targets for deposits, consumer loans, and referrals to other lines of business.
  • Implement marketing of deposit and consumer loan products to meet sales objectives and loan goals in assigned Kansas and Oklahoma markets.
  • Support customer problem-solving efforts.
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