This is a customer-facing, performance-driven role focused on understanding customers’ needs and guiding them through financial solutions. The employee handles inbound and outbound conversations, asks follow-up questions, and helps customers make decisions, including discussing money. The role involves asking direct questions, addressing hesitation or rejection, making outbound calls, and staying engaged in conversations that may feel uncomfortable. The position offers structured training and ongoing coaching, with opportunities to develop sales skills and advance. It is a goal-driven role requiring consistent performance, openness to feedback, and the ability to stay positive when customers hesitate or decline. The workweek is 40 hours, Monday through Saturday, with Sundays off. Branch hours are Monday through Friday, 10 a.m. to 6 p.m., and Saturday, 9 a.m. to 1 p.m.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED