Consumer Lending Sales Specialist - Full Time

Purpose Financial•Muskogee, OK

2d•Onsite

About The Position

The Consumer Lending Sales Specialist (CLSS) is a performance-based, hands-on role focused on delivering exceptional customer service while achieving individual and branch sales goals. The position requires attention to detail, excellent customer service skills, and a passion for sales and customer acquisition. The CLSS contributes to branch success by meeting performance metrics defined by management and participating in marketing and collection efforts. All responsibilities must be performed in compliance with federal and state regulations and established company policies, procedures, and practices. The role drives customer acquisition through storefront and online channels, delivers tailored financial solutions, manages customer relationships throughout the loan lifecycle, and supports branch operations and compliance. The position involves travel within the division for marketing, staffing, special events, and banking responsibilities. Regular and punctual attendance is required, schedules may change to meet business needs, and overtime may be required.

Requirements

High school diploma or equivalent required.
Sales and/or customer service experience, or equivalent experience, required.
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 business policies, procedures, and laws.
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.
Valid driver’s license and access to insured, reliable transportation.
Must be at least 18 years old (19 in Alabama), eligible to work in the USA, and able to successfully complete post-offer screens, including a criminal background check and Motor Vehicle Report (MVR).
Regular and punctual attendance is required; schedules may change to accommodate business needs, and overtime may be required.
Ability to meet the stated physical requirements, including prolonged standing, walking, bending, squatting, kneeling, pushing/pulling, reaching, twisting, typing, data entry, grasping, and lifting.
Frequent lifting of less than 10 pounds and occasional lifting of up to 20 pounds.
Ability to travel to, be physically present at, and complete the physical requirements of the position at any branch within the division.

Nice To Haves

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

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 (LP) Standards.
Foster a positive team environment and support colleagues in enhancing the customer experience.
Participate in branch initiatives and contribute to branch success through teamwork.
Travel within the division for marketing, staffing, special events, and banking responsibilities.