Banking Regulations, Business Development, Coaching, Communication Skills, Consumer Loans, Corporate Law, Customer Relations, Customer Support/Service, Detail Oriented, Driver's License, Establish Priorities, Federal Laws and Regulations, Follow Through, High School Diploma, Insurance, Loans, Meet Sales Quota, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft Product Family, Microsoft Word, Online Chat, Operations Processes, Presentation/Verbal Skills, Regulatory Compliance, Risk, Risk Management, Sales, Sales Prospecting, Staff Development, State Laws and Regulations, Trade Shows, Vendor/Supplier Relations, Vendor/Supplier Selection, Writing Skills
Develop relationships with current and prospective customers with the goal of generating
opportunities to promote the Bank's products and services in the workplace and obtain new
consumer loan relationships. Loan Center Representative will be responsible for generating new
consumer loans and its associated products and services through various proactive inside,
outside, and virtual business development efforts.
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.
- Must possess a valid driver's license, access to a reliable vehicle, and valid insurance.
- Candidates being considered will be subject to additional background checks as required
by the office of the Comptroller of Currency.
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:
o Utilization of effective outbound calling efforts
o Calling on businesses in the market area
o 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.
o Participating in networking and community events,
o Soliciting current customers within the branch (in-branch only-eliminate this),
o Handling online CHAT inquiries
o Participation in trade shows.
- Assist management with the coaching and development of team members to ensure
that they achieve their individual sales goals.
- Adhere to all operational processes and procedures that have been put in place within
the loan center assigned.
- Comply with all Federal and State Banking regulations that apply.
- All employees have the responsibility and the accountability to serve as risk managers
for their businesses by understanding, reporting, responding to, managing, and
monitoring the risk they encounter daily as required by Dollar Bank's risk management
program. Compliance with regulatory laws and company procedures is a required
component of all position descriptions.