Consumer Lending Sales Specialist delivering exceptional customer service and achieving sales goals at Purpose Financial, a consumer financial services company.
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
Follow Loss Prevention (LP) Standards
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.
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