Loan Sales Representative, Eastlake
Dollar Bank · Eastlake, OH · 1 mo ago
On-siteSalesFull-time
About the role
Goal oriented and self‑motivated? Take your successful sales experience and put it towards helping customers with their consumer loan needs. The candidate will be responsible for originating and servicing new consumer loans (Home Equity, Auto, Personal, Credit Card) through a variety of means including networking, telemarketing, participation in community events, and tradeshows. The position will allow you to save customers money and help them reach their financial goals. This position is 100 % in‑person.
Responsibilities
- 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 the Preferred Referral Program and maintaining existing vendor relationships through follow‑up.
- Participating in networking and community events, and trade shows.
- Soliciting current customers within the branch.
- Handling online chat inquiries.
- Assist management with the coaching and development of team members to ensure they achieve their individual sales goals.
- Adhere to all operational processes and procedures established within the assigned loan center.
- Comply with all Federal and State banking regulations that apply.
- Serve as a risk manager by understanding, reporting, responding to, managing, and monitoring daily risk in accordance with Dollar Bank’s risk‑management program.
Requirements
- Two (2) years of related sales experience with a proven track record of achieving sales goals.
- High School Diploma or GED.
- Must possess a valid driver’s license, access to a reliable vehicle, and valid insurance.
- Candidates will be subject to additional background checks as required by the Office of the Comptroller of Currency.
Skills
- 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.
- Proactive techniques, creativity, resourcefulness, and self‑motivation in producing results.
- Detail‑oriented with the ability to prioritize in a fast‑paced environment.
- Proficient in Microsoft Office products, including Word, Excel, Outlook, and Teams.
- Maintain integrity, transparency, and ethical performance at all times.
Schedule
Must be available until 6 p.m. on some weekdays and on some Saturdays. Position is 100 % in‑person.