LEAD LENDING SOLUTIONS SPECIALIST

About the role

The Lead Lending Solutions Specialist in the Account Sales department is responsible for generating new consumer loans and credit cards via proactive outbound solicitation calls to existing Dollar Bank customers as well as generating and maximizing any loans and credit card inquiries when assigned to handle inbound calls.

Responsibilities

• Assess their needs and match them with new and additional products and services.
• Achieve ambitious monthly and yearly goals for the department, as well as achieve service level goals such as CSAT, quality score, and call handling time.
• Field inbound leads via email, and chat requests.
• Communicate effectively with all departments involved in the processing of new loan and credit card requests.
• Provide necessary documentation and answer outstanding questions to expedite the processing of the customer's application.

Requirements

• High School Diploma/GED required.
• Three (3) years of proactive sales experience required, with demonstrated experience meeting goals including via outbound or telemarketing calls and lead generation.
• Must be service-oriented with strong people skills to assess customer needs and respond to questions.
• Proven critical thinking and problem-solving skills.
• Able to patiently communicate with customers and departments with diplomacy and tact.
• Excellent written and verbal communication skills including active listening.
• Proficient in a variety of computer applications.
• Come up to date on Dollar Bank’s products, services, regulations, policies, and procedures, participating in regular product and customer service training throughout employment.
• Recommend and open several types of retail accounts.
• Act as a liaison with other departments in solving customer issues.
• Strive to meet established goals and establish loyal customer relationships.
• Achieve monthly goals which may include sales goals, CSAT, quality scores and call handling time.
• Adhere to Bank and department regulations, policies, and procedures in performing daily assignments and tasks.

Qualifications

• Knowledge, Skill, and Ability Requirements:
• Must be service-oriented with strong people skills to assess customer needs and respond to questions.
• Proven critical thinking and problem-solving skills.
• Able to patiently communicate with customers and departments with diplomacy and tact.
• Excellent written and verbal communication skills including active listening.
• Proficient in a variety of computer applications.
• Competent to work independently and in a team environment.
• Be flexible and able to adapt to changing priorities.
• Good organizational and time management skills.

Skills

• Effective communication skills.
• Ability to work independently and in a team environment.
• Flexibility to adapt to changing priorities.
• Good organizational and time management skills.

Benefits

Rotating schedule including some evenings and Saturdays. Opportunity to work a hybrid schedule after successfully completing training and supervisor approval.

Pay

N/A

Schedule

N/A