Consumer Banking Sales Officer
Location: Oklahoma City
Posted on: June 23, 2025
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Job Description:
CONSUMER BANKING SALES OFFICER Job Overview: The Consumer
Banking Sales Officer is responsible for developing outside
business by making outbound sales call, consistent involvement in
the community and promoting Fidelity Bank l Oklahoma Fidelity Bank
products and projects. The CBSO will sell Fidelity Bank l Oklahoma
Fidelity deposit and consumer loans products. The candidate for
this position will be responsible for: Referring leads to other
lines of business including, but not limited to, Business 360,
Mortgage, Treasury, and Commercial. Spending 40% of their time on
outbound sales activities, 30% on building partnerships within
assigned branches, and 30% on portfolio management and
administrative duties as assigned; including processing all real
estate based consumer loans (both through referrals and
individually sourced deals). Providing assistance and support to
the Branch Manager and branch staff of assigned branches in order
to increase the effectiveness of the branch sales process and
enhance individual loan performance. Identifying training needs,
monitoring reports to ensure production goals are achieved, and
working with the branch team to ensure consumer loan product
awareness. Maintaining effective portfolio management and
consistently hitting performance targets for deposits, consumer
loans, and referrals to other lines of business. Implementation of
the marketing of deposit and consumer loan products in order to
accomplish sales objectives and achieving loan goals across the
Kansas and Oklahoma markets (as assigned). Support with
problem-solving efforts for customers. Requirements for the
position include: 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
qualifications for this position include: A minimum of two years
lending experience EEO/Veterans/Disabled
Keywords: , Stillwater , Consumer Banking Sales Officer, Sales , Oklahoma City, Oklahoma
