Consumer Lending Sales Specialist

1 week ago


Citrus Heights, California, United States Purpose Financial Full time
About Purpose Financial

Purpose Financial, Inc. is a leading consumer financial services company that offers a diverse suite of credit products, promoting financial inclusion and meeting consumers wherever they are.

Job Summary

The Consumer Lending Sales Specialist (CLSS) position is a performance-based, hands-on, customer-focused role that is responsible for delivering results related to individual and branch sales goals as well as customer expectations.

Key Responsibilities
  • Actively assist in meeting the center's performance metrics as defined by management.
  • Utilize sales tools to provide an exceptional customer experience and to use sales and marketing techniques inside and outside of the branch to ensure the branch is the customer acquisition engine that drives new customer growth into storefront and online channels.
  • Be responsible for day-to-day servicing of an ever-growing consumer loan portfolio.
  • Present financial solutions, based on customer needs that meet their goals.
  • Develop new relationships and maintain existing relationships while working with customers throughout the loan process and loan life cycle.
  • Effectively build trust with customers and internal staff by embodying and demonstrating the philosophy of the organization, core values, and our company's purpose.
  • Deploy marketing efforts in the community to generate sales and customer growth, and complete marketing tracking sheets as required.
Requirements
  • High School Diploma or equivalent required; some college preferred.
  • Sales and/or customer service experience required, or equivalent experience.
  • One year of experience in one or more of the following areas preferred: sales, retail, banking, or collections.
Competencies
  • Better You, Better Everyone
  • Get Sh*t Done
  • Action Oriented - CLSS
  • Sales and Customer Acquisition - Branch
  • Lead with Vision
  • Show Up to Coach Up
  • Embody Integrity
  • Product Knowledge
  • Go Bold
  • Teamwork
  • Obsess over Customers
  • Care. Always.
  • Customer Centricity
  • Be Decisive
  • Travel
What We Offer
  • Competitive Wages
  • Health/Life Benefits
  • Health Savings Account plus Employer Seed
  • 401(k) Savings Plan with Company Match
  • 3 Weeks of Paid Parental Leave
  • 11 Company Paid Holiday's
  • Paid Time Off including Volunteer Time
  • Vacation Carryover
  • Tuition Reimbursement
  • Work-Life Balance
  • Business Casual Environment
  • Rewards & Recognition Program
  • Employee Assistance Program

Purpose Financial is an equal opportunity employer and welcomes applications from diverse candidates. Regular and punctual attendance is required. Schedules may be changed as needed to accommodate business needs. Overtime may be required.



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