Sales Account Professional
$40,435–$40,435 year
On-siteChalfont, Pennsylvania, United States
Job Summary
Process credit loan applications, present loan solutions based on customer needs, and proactively contact customers with past due balances to resolve delinquency. Maintain a cash drawer by processing payments and delivering daily deposits to specified financial institutions. Achieve consistent results by meeting or exceeding individual and branch goals related to the sale of company products and services. Assist the Branch Manager by preparing reports as needed and maintain compliance in the branch. Coordinate functions and daily operational issues through communication with the District Manager in the manager's absence. Learn Federal, State, and Local Application Consumer laws to ensure compliant actions. Perform work-related tasks at the assigned branch location Monday through Saturday, with seasonal Saturday hours required.
Required Qualifications
- Minimum of three (3) years of experience in a customer service or sales position
- two (2) years of experience in the Consumer Lending and/or Financial Services industry
- consistent demonstrated achievement of assigned KPIs
- Supervisory or team lead experience
- High school diploma or equivalent
- Reliable transportation
- Excellent written and verbal communication skills
- Proficient in Microsoft Office or similar programs
- Ability to complete essential duties/functions in a timely, accurate manner
- Demonstrated problem-solving skills
- project leadership skills
- interpersonal skills in demanding situations
- completion of related coursework/training
- Must obtain applicable, required licenses to sell insurance products offered to customers by the branch
- Must perform work related tasks at the assigned branch location
Desired Qualifications
- Bachelor's degree in a discipline such as Business, Accounting, Finance, Administration, Economics
- military rank (e.g., E-4, W1, or O1 and above)
- Additional, applicable years of experience
- Has, in good standing, applicable, required licenses to sell insurance products offered to customers by branch
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