Consumer Loan Advisor I - Call Center Sales

Location: Cincinnati
Posted on: November 20, 2024

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

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