Consumer Banking Sales Officer

Fidelity Bank•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 projects. The officer sells deposit and consumer loan products and refers leads to other lines of business, including Business 360, Mortgage, Treasury, and Commercial. The role allocates 40% of time to outbound sales activities, 30% to building partnerships within assigned branches, and 30% to portfolio management and administrative duties. Duties include processing real-estate-based consumer loans, supporting branch sales processes and loan performance, identifying training needs, monitoring production reports, and maintaining awareness of consumer loan products among branch teams. The officer manages the portfolio, works toward deposit, consumer loan, and referral targets, markets deposit and consumer loan products across assigned Kansas and Oklahoma markets, and helps solve customer problems.

Requirements

  • Bachelor’s degree in a business-related field; this 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

  • Develop outside business through outbound sales calls and consistent community involvement.
  • Promote and sell deposit and consumer loan products.
  • Refer leads to other lines of business, including Business 360, Mortgage, Treasury, and Commercial.
  • Spend 40% of time on outbound sales activities, 30% building partnerships within assigned branches, and 30% on portfolio management and administrative duties.
  • Process real-estate-based consumer loans, including referred and individually sourced deals.
  • Support the Branch Manager and branch staff in improving branch sales processes and individual loan performance.
  • Identify training needs and monitor reports to ensure production goals are achieved.
  • Work with branch teams to increase awareness of consumer loan products.
  • Manage the portfolio and meet performance targets for deposits, consumer loans, and referrals to other lines of business.
  • Market deposit and consumer loan products to achieve sales objectives and loan goals across assigned Kansas and Oklahoma markets.
  • Support problem-solving efforts for customers.
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