Jobs · Finance · Wisconsin

Bilingual Consumer Lending Sales Specialist - Full Time

Purpose Financial · Madison, WI · 2 days ago
FinanceFull-time

Job Responsibilities

Drive customer acquisition through storefront and online channels using effective sales tools and marketing techniques.
Deliver exceptional customer experience while managing growing consumer loan portfolio.
Present tailored financial solutions aligned with customer goals and needs.
Build and maintain strong 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.

Operations & Compliance

Support branch financial objectives and performance metrics.
Maintain strict adherence to company policies, state and federal regulations.
Ensure accurate cash controls and security procedures.
Maintain precise customer documentation and transaction records.
Conduct and document collection activities.

Follow Loss Prevention (LP) Standards.

Team Collaboration

Foster a positive team environment while supporting colleagues to enhance customer experience.
Actively participate in branch initiatives and contribute to overall branch success through collaborative teamwork.

Education & Experience

Education Required: High School Diploma or equivalent required; some college preferred.
Experience Required: Sales and/or customer service experience required, or equivalent experience. One year of experience in one or more of the following areas preferred: sales, retail, banking, or collections.

Knowledge

Strong math skills, including the ability to count cash;
Professional verbal communication by phone and in person;
Able to read, write, evaluate, and apply complex and detailed information;
Able to work alone on occasion;
Able to interact professionally and exhibit appropriate social skills;
Able to negotiate payment terms and effectively communicate loan requirements;
Able to understand and ensure compliance with policies, procedures, and laws governing our industry/business and employees;
Able to use computer programs required to process customer transactions;
Able to follow procedures in the normal course of business;
Able to develop and maintain business relationships.

Physical Requirements

Standing for long periods of time;
Sitting occasionally;
Walking;
Bending;
Squatting;
Kneeling;
Pushing/pulling;
Reaching;
Twisting;
Frequent lifting of less than 10 lbs., occasional lifting of up to 20 lbs.;
Driving and having access during the workday to an insured and reliable transportation in order to complete tasks including, but not limited to, banking, marketing, and providing staffing coverage within the division;
Exposure to outdoors limited to elements that the ordinary person would be exposed to at that time;
Typing;
Data entry;
Grasping;
Transferring items between hands and/or to another person or receptacle;
Housekeeping/cleaning (vacuuming, dusting, cleaning windows, bathroom, etc., including exposure to cleaning chemicals);
Use of office equipment to include computers;
Able to travel to, be physically present at, and complete the physical requirements of the position at any branch within the division (distance varies by division).

Competencies

Sales and Customer Excellence-CLSS
Results and Accountability-CLSS
Leadership, Coaching and Development-CLSS
Adaptability and Growth Mindset-CLSS
Digital and Future Readiness-CLSS
Travel Must have a valid driver’s license and access to insured, reliable transportation. Ability to travel within division for marketing, staffing, special events, and banking responsibilities.

Other

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or disability.
Requisition ID: 46599

Similar jobs