Consumer Loan Sales Representative

Dollar Bank, FSB; Pittsburgh (Allegheny County); On-site; USD 42,000 - 54,000; Full time

Job summary

Dollar Bank, FSB is seeking a Loan Center Representative in the Pittsburgh area to build consumer loan relationships and generate new loan opportunities. The role mixes inside, outside, and virtual outreach to promote the Bank's products and services.

You'll drive new loan production through outbound calls, market-area outreach, and network participation while delivering exceptional customer service and adhering to banking regulations.

Qualifications

• Two (2) years of related sales experience required with a proven track record of achieving sales goals.
• 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.
• Detail oriented and able to prioritize in a fast-paced environment.
• Proficient in Microsoft Office products including Word, Excel, Outlook and Teams.
• Ability to maintain integrity, transparency, and perform in an ethical manner at all times.
• Availability 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 will be subject to additional background checks as required by the Office of the Comptroller of Currency.

Responsibilities

• 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 aligned with the Bank's Mission, Value, and Core Objectives.
• Consistently generate new loan production and the associated products and services through proactive efforts including:
• Utilization of effective outbound calling efforts
• Calling on businesses in the market area
• Generating new vendors via the Preferred Referral Program within the immediate market and maintaining existing vendor relationships through follow-up with these vendors
• Participating in networking and community events
• Handling online CHAT inquiries
• Participation in trade shows
• Assist management with the coaching and development of team members to ensure 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 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 the bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Skills

Sales experience

Communication skills

Proactive mindset

Detail oriented

Microsoft Office

Ethical conduct

Education

High School Diploma/GED

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft Teams

Job description

Overview

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. The Loan Center Representative will be responsible for generating new consumer loans and associated products and services through 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.


• 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.


• Detail oriented and able to prioritize in a fast-paced environment.


• Proficient in Microsoft Office products including Word, Excel, Outlook and Teams.


• Ability to maintain integrity, transparency, and perform in an ethical manner at all times.


• Availability 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 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 aligned with the Bank\'s Mission, Value, and Core Objectives.


• Consistently generate new loan production and the associated products and services through proactive efforts including:




• Utilization of effective outbound calling efforts


• Calling on businesses in the market area


• Generating new vendors via the Preferred Referral Program within the immediate market and maintaining existing vendor relationships through follow-up with these vendors


• Participating in networking and community events


• Handling online CHAT inquiries


• Participation in trade shows




• Assist management with the coaching and development of team members to ensure 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 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 the bank\'s risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.