Consumer Lending Sales Specialist - Full Time

Purpose Financial•Muskogee, OK

1d•Onsite

About The Position

The Consumer Lending Sales Specialist (CLSS) is a hands-on, performance-based role focused on exceptional customer service and achieving individual and branch sales goals. The specialist supports branch success by meeting management-defined performance metrics and participating in marketing and collection activities. All work must comply with federal and state regulations and company policies, procedures, and practices. The role serves customers through storefront and online channels, presents financial solutions aligned with their needs, explains loan terms and product features, and builds relationships throughout the loan lifecycle. It also involves branch operations, cash controls, customer records, collections, loss-prevention procedures, community marketing, and teamwork. The position requires travel within the division for marketing, staffing, special events, and banking responsibilities, using insured and reliable transportation.

Requirements

High school diploma or equivalent required.
Sales and/or customer service experience required, or equivalent experience.
Strong math skills, including the ability to count cash.
Professional verbal communication skills by phone and in person.
Ability to read, write, evaluate, and apply complex and detailed information.
Ability to work alone on occasion and interact professionally with appropriate social skills.
Ability to negotiate payment terms and communicate loan requirements effectively.
Ability to understand and ensure compliance with industry and employee policies, procedures, and laws.
Ability to use computer programs to process customer transactions and follow normal business procedures.
Ability to develop and maintain business relationships.
Valid driver’s license and access to insured, reliable transportation.
Must be at least 18 years old, except 19 in Alabama; eligible to work in the United States; and able to successfully complete post-offer screening, including a criminal background check and Motor Vehicle Report.
Ability to travel within the division and perform the position’s physical requirements at any branch within the division.
Regular and punctual attendance is required.

Nice To Haves

Some college preferred.
One year of experience in one or more of sales, retail, banking, or collections preferred.
Bilingual Spanish is a plus.

Responsibilities

Drive customer acquisition through storefront and online channels using sales tools and marketing techniques.
Deliver an exceptional customer experience while managing a growing consumer loan portfolio.
Present financial solutions tailored to customers’ goals and needs.
Build and maintain customer relationships throughout the loan lifecycle.
Educate customers about 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.
Follow company policies and applicable state and federal regulations.
Maintain accurate cash controls and security procedures.
Maintain precise customer documentation and transaction records.
Conduct and document collection activities.
Follow Loss Prevention standards.
Foster a positive team environment and support colleagues in enhancing the customer experience.
Participate in branch initiatives and contribute to overall branch success through teamwork.
Travel within the division for marketing, staffing, special events, and banking responsibilities.
Maintain regular and punctual attendance; schedules may change to accommodate business needs, and overtime may be required.