Consumer Banking Sales Officer jobs in United States
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Fidelity Bank / Oklahoma Fidelity Bank · 2 months ago

Consumer Banking Sales Officer

Fidelity Bank is seeking a Consumer Banking Sales Officer who will play a key role in cultivating meaningful connections with clients and communities. The CBSO will provide tailored financial solutions and promote the bank's products while building trust through personalized engagement.

BankingCrowdfundingFinancial ServicesVenture Capital

Responsibilities

Building strong, trust-based relationships with clients by providing thoughtful financial guidance and personalized service
Referring clients to other lines of business – including, but not limited to, Business 360, Mortgage, Treasury, and Commercial – based on client needs
Achieving consumer loan and deposit growth goals through proactive, relationship-driven outbound sales activities, nurturing partnership with local market teams and COIs and Portfolio management and administrative support (ex. Processing RE loan applications, proactively working on upcoming renewal and maturity reports, etc.)

Qualification

Sales experienceCustomer service skillsLending experienceTeam coordinationCommunication skills

Required

Bachelor's degree in a business-related field (may be waived in lieu of experience)
Strong written, verbal, and customer service skills
A minimum of five years of experience in a sales role
Effective team coordination and communication skills
The ability to work late and/or flexible hours

Preferred

A minimum of two years lending experience

Company

Fidelity Bank / Oklahoma Fidelity Bank

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Fidelity Bank is a banking firm that offers business banking, commercial lending, and treasury services.

Funding

Current Stage
Growth Stage
Total Funding
$94.25M
2022-05-11Debt Financing· $52.25M
2017-09-28Debt Financing· $42M

Leadership Team

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Aaron Bastian
Chief Executive Officer
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Company data provided by crunchbase