Jobs · Business Development · Idaho

Consumer Lending Sales Specialist - Full Time

Purpose Financial · Post Falls, ID · 2 wk ago
Business DevelopmentFull-time

Position Summary

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. This position requires attention to detail, excellent customer service skills, and a passion for sales and customer acquisition.

Job Responsibility

  • 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

  • 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
  • Participate in branch initiatives and contribute to overall branch success through collaborative teamwork

Education & Experience

  • Required: High School Diploma or equivalent
  • Preferred: Some college
  • Experience: 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 Required

  • 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
  • Ability 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
  • Results and Accountability
  • Leadership, Coaching and Development
  • Adaptability and Growth Mindset
  • Digital and Future Readiness
  • Travel

Other

  • Must be 18 (except in AL where the age requirement is 19), eligible to work in the USA, and able to successfully complete all post offer screens, including a criminal background check and Motor Vehicle Report (MVR).

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