Loan Sales Representative, Gibsonia
Dollar Bank
Job Description Goal oriented and self-motivated? Take your successful sales experience and put it towards helping customers with their consumer loan needs. The candidate will be responsible for originating and servicing new consumer loans (Home Equity, Auto, Personal, Credit Card) through a variety of means including networking, telemarketing and through participation in community events, and tradeshows. The position will allow you to save customers money and help them reach their financial goals. This position is 100% in person. 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 6pm 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. Schedule Information Core hours: Monday - through Friday, 8:30 am - 6:00 pm, and Saturday, 8:30 am - 1:00 pm. Candidate must be able to work a flexible schedule including some evenings and Saturdays. Benefits Information Full-time employees are eligible for a comprehensive benefits package including medical, dental, vision, 401(k) with immediate vesting, a generous Paid Time Off program, tuition reimbursement, and wellness reimbursement for activities such as gym memberships, fitness classes, and nutrition classes.
Part-time employees qualify for 401(k) with immediate vesting, a generous Paid Time Off program, tuition reimbursement, and wellness reimbursement for activities such as gym memberships, fitness classes, and nutrition classes. For more information, please visit
• 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 6pm 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. Schedule Information Core hours: Monday - through Friday, 8:30 am - 6:00 pm, and Saturday, 8:30 am - 1:00 pm. Candidate must be able to work a flexible schedule including some evenings and Saturdays. Benefits Information Full-time employees are eligible for a comprehensive benefits package including medical, dental, vision, 401(k) with immediate vesting, a generous Paid Time Off program, tuition reimbursement, and wellness reimbursement for activities such as gym memberships, fitness classes, and nutrition classes.
Part-time employees qualify for 401(k) with immediate vesting, a generous Paid Time Off program, tuition reimbursement, and wellness reimbursement for activities such as gym memberships, fitness classes, and nutrition classes. For more information, please visit
Vacancy posted 3 days ago
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