Business Banking Advisor I

Location: Cincinnati
Posted on: November 20, 2024

Job Description:

GENERAL FUNCTION: Responsible for scheduling appointments with potential Business Banking customers for Fifth Third Bank Relationship Managers via outbound phone calls. Also responsible for sales of Fifth Third Bank Business Banking products in aconsultative, solutions based environment via inbound phone calls from existing and potential customers.

ESSENTIAL DUTIES & RESPONSIBILITIES:

* Achieves assigned appointment and sales goals while cross selling and referring additional products and services through solution based selling.

* Track all sales activities in a pipeline and perform frequent reviews with management.

* Using financial needs assessment tools, educates customers about bank products and services as solutions to meet customers# immediate and/or future needs.

* Receptive to and incorporates coaching feedback to improve overall sales effectiveness.

* Actively participates in personal and team development.

* Works closely with other team members and supervisor to accomplish department sales goals.

* Provides accurate information to the customer, explains products and policies in a clear, concise manner.

* Responds professionally to customer service inquiries and concerns. Follows up with customers in a timely manner.

* 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 to assist customer.

* Adherence to Bancorp risk and compliance policies and guidelines.

* Performs all other duties as assigned.

SUPERVISORY RESPONSIBILITIES: None.

Keywords: , Middletown , Business Banking Advisor I, PR / Public Relations , Cincinnati, Ohio