Consumer Loan Sales Representative

Dollar Bank

Pittsburgh (Allegheny County)

On-site

USD 38,000 - 52,000

Full time

14 days+

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Job summary

Dollar Bank is seeking a Loan Center Representative to build consumer loan relationships and generate new loan production through proactive inside, outside, and virtual outreach. You will provide exceptional customer service while meeting sales goals and adhering to banking regulations.

Role requires 2 years of sales experience, strong communication, and availability evenings and some Saturdays. Proficiency with Microsoft Office and a valid driver's license are essential.

Qualifications

  • Two (2) years of related sales experience required with a proven track record of achieving sales goals.
  • Excellent written and verbal communication skills and ability to conduct formal presentations.
  • Must be available until 7pm on some weekdays and on some Saturdays.
  • Must possess a valid driver's license, access to a reliable vehicle, and valid insurance.

Responsibilities

  • Provide exceptional customer service to internal and external customers to build long-term loyalty.
  • Generate new loan production and products through proactive outreach, including outbound calling and market-area outreach.
  • Participate in networking and community events, trade shows, and online chat inquiries.
  • Assist management with coaching and development to achieve sales goals.
  • Comply with all Banking regulations and Dollar Bank risk management practices.

Skills

Sales experience
Communication skills
Time management
Ethical conduct
MS Office proficiency
Attention to detail
Driver's license
Background check compliance
Evenings/weekends availability

Education

High School Diploma/GED

Tools

Microsoft Office

Job description

Develop relationships with current and prospective customers with the goal of generating opportunities to promote the Bank's products and services in the workplace and obtain new consumer loan relationships. Loan Center Representative will be responsible for generating new consumer loans and its associated products and services through various proactive inside, outside, and virtual business development efforts. Qualifications:

  • Two (2) years of related sales experience required with a proven track record of achieving sales goals required.
  • High School Diploma/GED required.
  • Demonstrated ability and desire to build consumer loan relationships and meet all related sales goals.
  • Excellent written and verbal communication skills and ability to conduct formal presentations.
  • Demonstrated proactive techniques, creativity, resourcefulness, and self-motivation in producing results.
  • Must be detail oriented and be able to prioritize in a fast-paced environment.
  • Proficient in Microsoft Office products including, but not limited to Word, Excel, Outlook and Teams.
  • Must be able to maintain integrity, transparency, and perform in an ethical manner at all times.
  • Must be available until 7pm on some weekdays and on some Saturdays.
  • Must possess a valid driver's license, access to a reliable vehicle, and valid insurance.
  • Candidates being considered will be subject to additional background checks as required by the office of the Comptroller of Currency. Principal Activities and Duties:
    Personally provide an exceptional level of customer service to all internal and external customers with the goal of creating long term customer loyalty
    Achieve all goals by consistently implementing effective relationship building techniques taught in training and consistent with the Bank's Mission, Value, and Core Objectives.
    Consistently generate new loan production and the associated products and services through proactive efforts including: o Utilization of effective outbound calling efforts o Calling on businesses in the market area o Generating new Vendors via utilization of the Preferred Referral Program within immediate market as well as maintain existing vendor relationships through follow-up with these vendors. o Participating in networking and community events, o Soliciting current customers within the branch (in-branch only-eliminate this), o Handling online CHAT inquiries o Participation in trade shows.
    Assist management with the coaching and development of team members to ensure that they achieve their individual sales goals.
    Adhere to all operational processes and procedures that have been put in place within the loan center assigned.
    Comply with all Federal and State Banking regulations that apply.
    All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program.
Compliance with regulatory laws and company procedures is a required component of all position descriptions.
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