Purpose Financial

Sales

• Drive customer acquisition through storefront and online channels using effective sales tools and marketing techniques.
• Deliver exceptional customer experience while managing growing consumer loan portfolio.
• Present tailored financial solutions aligned with customer goals and needs.
• Build and maintain strong customer relationships throughout the loan lifecycle.
• Educate customers on loan terms, conditions, and product features.
• Execute and track community marketing initiatives to generate growth.
• Demonstrate company core values and purpose while building trust with customers and staff.
• Support branch financial objectives and performance metrics.
• Maintain strict adherence to company policies, state and federal regulations.
• Ensure accurate cash controls and security procedures.
• Maintain precise customer documentation and transaction records.
• Conduct and document collection activities.
• Foster a positive team environment while supporting colleagues to enhance customer experience.
• Actively participate in branch initiatives and contribute to overall branch success through collaborative teamwork.

Bilingual Consumer Lending Sales Specialist