Sales Account Professional

Job Details

Base + Incentive: This role is eligible for a competitive monthly incentive based on individual and company performance. The base salary offered within the posted range will be determined based on a variety of job-related factors, including relevant skills, qualifications, experience, and internal equity.

Responsibilities And Duties

• Process credit loan applications, presents loan solutions based on customer needs, and enthusiastically presents all available sales products.
• Proactively contact customers with past due balances to offer possible solutions and resolve delinquency.
• Maintain a cash drawer, including processing payments and delivering daily deposits to specified financial institutions as required.
• Achieve consistent results by meeting or exceeding expected individual and branch goals related to the sale of company products and services.
• Aid the Branch Manager by preparing reports as needed.
• Maintain compliance in the branch. In manager’s absence, coordinate functions and daily operational issues through communication with the District Manager.
• Learn Federal, State, and Local Application Consumer laws to ensure compliant actions.
• May perform additional functions depending on market demand and branch staffing in order to provide consistent quality customer service.

Required Qualifications

• Minimum of three (3) years of experience in a customer service or sales position, with two (2) years of experience in the Consumer Lending and/or Financial Services industry with consistent demonstrated achievement of assigned KPIs.
• Supervisory or team lead experience may be substituted for industry experience.
• High school diploma or equivalent.
• Reliable transportation required.
• Excellent written and verbal communication skills with the ability to communicate effectively with customers and company personnel.
• Proficient in Microsoft Office or similar programs with the ability to learn financial services programs.
• Ability to complete essential duties/functions in a timely, accurate manner.
• Demonstrated problem-solving skills, project leadership skills, and interpersonal skills in demanding situations, or completion of related coursework/training.
• Must obtain applicable, required licenses to sell insurance products offered to customers by the branch.

Preferred Qualifications

• Bachelor’s degree in a discipline such as Business, Accounting, Finance, Administration, Economics; or military rank (e.g., E-4, W1, or O1 and above).
• Additional, applicable years of experience may be substituted for degree.
• Has, in good standing, applicable, required licenses to sell insurance products offered to customers by branch.

Hours Of Work

• Monday, Wednesday, Thursday: 9:00AM-5:00PM
• Tuesday: 9:00AM-7:00PM
• Friday: 9:00AM-5:30PM
• Saturday hours required seasonally and as business needs require.

Physical Demands

• While performing the duties of this job, the employee is frequently required to sit for extended periods; reach with hands and arms; operate computer and phone systems; and talk or hear.
• The employee is occasionally required to move about.
• The employee is required to be physically present in the office.
• The employee must occasionally lift and/or move up to twenty (20) pounds.
• Specific vision abilities required by this job include close vision and the ability to adjust focus.