Consumer Banking Sales Officer

Job Overview

The Consumer Banking Sales Officer (CBSO) plays a key role in cultivating meaningful connections with clients and the communities we serve. This unique role focuses on understanding client needs, providing tailored solutions, and building trust through consistent and personalized engagement. The CBSO will actively promote Fidelity Bank | Oklahoma Fidelity Bank products and services while serving as a knowledgeable and trusted financial resource for our clients.

• 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.).

• 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.

• A minimum of two years lending experience

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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