Bilingual (Spanish) Consumer Lending Sales Specialist - Full Time

Purpose Financial•Sioux City, IA

23h•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, strong customer service skills, and a passion for sales and customer acquisition. The CLSS contributes to branch success by meeting management-defined performance metrics and participating in marketing and collection efforts. All responsibilities must comply with federal and state regulations and established company policies, procedures, and practices. The role supports customer acquisition through storefront and online channels, manages customer relationships throughout the loan lifecycle, presents financial solutions suited to customer needs, and explains loan terms and product features. It also supports branch operations, cash controls, recordkeeping, collections, loss prevention, community marketing, and teamwork. The position requires travel within the division for marketing, staffing, special events, and banking responsibilities, with access to insured, reliable transportation. 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 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 effectively communicate loan requirements.
Ability to understand and ensure compliance with policies, procedures, and laws governing the business and its employees.
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 (19 in Alabama), eligible to work in the USA, and able to successfully complete post-offer screening, including a criminal background check and Motor Vehicle Report (MVR).
Ability to meet the physical requirements of the position, including standing for long periods; occasional sitting; walking, bending, squatting, kneeling, pushing/pulling, reaching, and twisting; frequent lifting under 10 pounds and occasional lifting up to 20 pounds; driving; typing and data entry; grasping and transferring items; housekeeping and cleaning; and using office equipment.
Ability to travel to and work at any branch within the division as needed.

Nice To Haves

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

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 aligned with customers’ goals and needs.
Build and maintain 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.
Adhere to company policies and applicable state and federal regulations.
Ensure accurate cash controls and security procedures.
Maintain accurate customer documentation and transaction records.
Conduct and document collection activities.
Follow Loss Prevention (LP) Standards.
Support colleagues and foster a positive team environment to enhance 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.
Maintain regular and punctual attendance; work schedules may change as needed for business needs, and overtime may be required.