Mary Rupert
Financial Center Manager, Vice President, Fifth Third Bank
- Role
- Financial Center Manager, Vice President at Fifth Third Bank
- Location
- Dayton, OH, US
- LinkedIn followers
- 500 followers
Experience
Financial Center Manager, Vice President
Nov 2004 — Present
Manage financial sales team of eight.• Responsible to lead the Sales function for the financial center, setting the example and tone for a strong sales environment.• Consistently meet and exceed profit and loss, deposit and loan sales goals as defined by the Regional Manager, actively soliciting the various retail and Bancorp products.• Handle the commercial loan process by establishing the relationship, determining business needs, making recommendations for those applications passed to the appropriate loan officer and maintaining relationship as appropriate.• Promote company products and services in the community by making regular sales calls, to assist in the continuing growth of the office and company.• Develop and maintain close relationships with assigned business partners, such as Mortgage Loan Officers, Business Banking Officers and Brokerage Representatives, to ensure that established goals for each business line are met.• Lead the selection process of new employees.• Evaluate performance of staff on a regular basis, providing constant coaching and guidance.• Annually prepare and give written performance appraisals for direct team, and hold management accountable for their team.• Establish regular sales and office staff meetings, and promote the participation of the staff in the meeting.• Overall responsibility of ensuring that the staff receives proper training to demonstrate abilities to sell, cross-sell and/or refer as appropriate, to reach own individual/team sales goals.• Ensure that there is constant communication to staff of the financial center goals, and that individual sales and/or referral goals are set, and each staff member is held accountable. • Provide excellent service to existing and prospective customers on various banking matters, including the explanation and opening of new accounts, and professional resolution of problems/issues.
Skills
- Sales
- Credit
- Customer Service
- Management
- Banking
- Commercial Banking
- Leadership
- Mortgage Lending
- Auditing
- Finance
- Loans
- Payroll
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