Senior Loan Sales Representative - Summerville, SC
About The Position
The Senior Loan Sales Representative uses interpersonal skills and business knowledge to meet customer needs. Working closely with the Branch Manager and staff, the role builds relationships, identifies customer needs, and applies knowledge of the company’s products and services to deliver a strong customer experience. The representative interviews customers professionally, patiently, curiously, and with a results-oriented approach. The position is based onsite at a branch office; working from home is not permitted. Travel, including overnight travel as required, is an essential function. The role requires at least three years of customer service experience, a high school diploma or equivalent, and the ability to meet applicable state and federal licensing requirements. A valid driver’s license and ability to operate an automobile are desirable.
Requirements
- High school diploma or equivalent.
- At least 3 years of previous customer service experience.
- Ability to meet current licensing requirements of applicable state and federal regulators.
- Ability to analyze relevant information and apply individual judgment.
- Advanced interpersonal relationship skills across varied levels and 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.
- Ability to work onsite at the branch; working from home is not permitted.
- Ability to travel, including overnight travel as required.
Nice To Haves
- Valid driver's license and ability to operate an automobile.
Responsibilities
- Recommend products and services to support customer expectations and individual and branch sales goals.
- Market branch products and services to current and prospective customers.
- Make assigned collection calls to arrange payment on customer accounts.
- Seek opportunities to originate 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.
- Engage customers in dialogue to identify and respond to their needs promptly and efficiently.
- Build internal and external relationships.
- Maintain the confidentiality of customer and privileged information.
- Adhere to company policies and procedures and comply with state and federal regulations.
- Participate in personal development.
- Demonstrate knowledge of all company products.
- Seek additional opportunities and responsibilities.
Benefits
- Competitive pay
- Bonus potential
- Medical benefits
- Dental benefits
- Vision benefits
- 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
Senior
Education Level
High school or GED
