Loan Representative

Principal Activities and Duties

• Personally provide an exceptional level of customer service to all internal and external customers with the goal of creating long term customer loyalty
• Achieve all goals by consistently implementing effective relationship building techniques taught in training and consistent with the Bank’s Mission, Value, and Core Objectives.
• Consistently generate new loan production and the associated products and services through proactive efforts including:
• Utilization of effective outbound calling efforts
• Calling on businesses in the market area
• Generating new Vendors via utilization of the Preferred Referral Program within immediate market as well as maintain existing vendor relationships through follow-up with these vendors
• Participating in networking and community events
• Soliciting current customers within the branch (in-branch only-eliminate this)
• Handling online CHAT inquiries
• Participation in trade shows

Qualifications

• Two (2) years of related sales experience required with a proven track record of achieving sales goals required.
• High School Diploma/GED required.
• Demonstrated ability and desire to build consumer loan relationships and meet all related sales goals.
• Excellent written and verbal communication skills and ability to conduct formal presentations.
• Demonstrated proactive techniques, creativity, resourcefulness, and self-motivation in producing results.
• Must be detail oriented and be able to prioritize in a fast-paced environment.
• Proficient in Microsoft Office products including, but not limited to Word, Excel, Outlook and Teams.
• Must be able to maintain integrity, transparency, and perform in an ethical manner at all times.
• Must be available until 7pm on some weekdays and on some Saturdays.
• Possess a valid driver’s license, access to a reliable vehicle, and valid insurance.