Consumer Lending Sales Specialist role focusing on sales while providing top-notch customer service. Join Purpose Financial to foster strong customer relationships in consumer lending.
Responsibilities
Drive customer acquisition through storefront and online channels using effective sales tools and marketing techniques
Deliver exceptional customer experience while managing growing consumer loan portfolio
Present tailored financial solutions aligned with customer goals and needs
Build and maintain strong customer relationships throughout the loan lifecycle
Educate customers on loan terms, conditions, and product features
Execute and track community marketing initiatives to generate growth
Demonstrate company core values and purpose while building trust with customers and staff
Support branch financial objectives and performance metrics
Maintain strict adherence to company policies, state and federal regulations
Ensure accurate cash controls and security procedures
Maintain precise customer documentation and transaction records
Conduct and document collection activities
Foster a positive team environment while supporting colleagues to enhance customer experience
Actively participate in branch initiatives and contribute to overall branch success through collaborative teamwork
Requirements
High School Diploma or equivalent required; some college preferred
Sales and/or customer service experience required, or equivalent experience
One year of experience in one or more of the following areas preferred: sales, retail, banking, or collections
Strong math skills, including the ability to count cash
Professional verbal communication by phone and in person
Ability to read, write, evaluate, and apply complex and detailed information
Ability to work alone on occasion
Ability to interact professionally and exhibit appropriate social skills
Ability to negotiate payment terms and effectively communicate loan requirements
Ability to understand and ensure compliance with policies, procedures, and laws governing our industry/business and employees
Ability to use computer programs required to process customer transactions
Ability to follow procedures in the normal course of business
Ability to develop and maintain business relationships
Must have a valid driver’s license and access to insured, reliable transportation
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