Financial Services Representative
4 weeks ago
We are seeking a highly motivated and customer-focused individual to join our team as an Assistant Branch Manager. In this role, you will be responsible for helping our customers meet their financial goals by providing exceptional service and support.
Key Responsibilities- Originate new loan business by listening to customers, understanding their needs, and recommending the best consumer loan and voluntary product solutions.
- Educate customers on all of our consumer lending services, including how to improve credit and consolidate debt.
- Handle a variety of tasks that contribute to the success of the branch, including evaluating loan applications, performing risk analysis, making credit decisions, administering loan closings, and processing insurance claims.
- Assist the Branch Manager with recruiting and training, as well as developing and implementing plans to meet sales goals, promote our core values, and ensure an outstanding client experience.
- Bachelor's degree in Business, Finance, Sales, or a related field.
- 1 year or more of customer-facing sales experience (i.e. retail sales, goal-oriented, incentive-based).
- Professional demeanor, positive attitude, strong communication and customer relations skills.
- Ability to work well independently, as well as a team member in a fast-paced environment and successfully navigate priorities.
- Proficiency with Windows and Microsoft Office Suite.
- Valid driver's license, reliable transportation, and auto insurance, and a satisfactory driving record.
- Must meet our acceptable standards for criminal background history, credit history, and pass a pre-employment drug screen.
- Ability to meet the eligibility requirements for insurance licensing in order to sell voluntary insurance products.
- Willingness and ability to relocate for promotion into a Branch Manager role.
- Competitive compensation and benefits package, including health, dental, and vision insurance, 15 days of Paid Time Off (PTO), 401k with employer match, company-provided life insurance and long-term disability, and employee assistance program.
- Employee of the Month Program, philanthropic support for charities, professional offices with a friendly team environment, monthly incentive bonus pay, and internal promotions.
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