Loan Sales Representative - Augusta, GA
About The Position
The Loan Sales Representative serves customers onsite at a branch office and works closely with the Branch Manager and staff to build relationships and identify customer needs. The role uses interpersonal skills and business knowledge to recommend suitable products and services, support sales goals, and deliver an exceptional customer experience. The representative interviews customers professionally and patiently, identifies opportunities to originate loans, and helps customers arrange payments through assigned collection calls. The position also requires accurate customer documentation, confidentiality, compliance with company policies and applicable regulations, and participation in personal development.
Requirements
- High school diploma or equivalent.
- Ability to meet current licensing requirements of various state and federal regulators.
- Ability to analyze relevant information and apply individual judgment.
- Advanced interpersonal relationship skills across varied social and business settings.
- Ability to maintain confidential business and personal information.
- Action- and results-focused approach.
- Strong verbal and written communication skills.
- Proficiency with Microsoft Office Suite products.
- Must work onsite at the branch office; working from home is not permitted.
Nice To Haves
- Valid driver's license and ability to operate an automobile.
Responsibilities
- Recommend products and services that support customer expectations and individual and branch sales goals.
- Market branch products and services to customers and prospective customers.
- Conduct assigned collection calls to arrange payment on customer accounts.
- Seek opportunities to originate new loans with new and existing customers.
- Develop knowledge of credit underwriting methods and sales tools.
- Ensure customer information is accurate and document customer interactions.
- Consistently meet or exceed branch and individual goals.
- Conduct customer dialogues to identify and respond to needs in a timely and efficient manner.
- Build internal and external relationships.
- Maintain customer confidentiality and protect privileged information.
- Adhere to 1FFC policies and procedures and comply with state and federal regulations.
- Participate in personal development and demonstrate knowledge of all 1FFC products.
- Seek additional opportunities and responsibilities.
Benefits
- Competitive pay
- Bonus potential
- Medical benefits
- Dental insurance
- Vision insurance
- 401(k)
- Paid time off
- Paid holidays
- Paid volunteer time
- Training programs and other developmental opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
