Base salary reflective of pyy grade range; individ...
Onsite
Consultative sales process implementation
Financial needs assessment execution
Cross-selling to existing customers
The role focuses on using the consultative sales process to proactively identify and meet the financial needs of customers
Job Summary
The role focuses on using the consultative sales process to proactively identify and meet the financial needs of customers.
Candidates must complete a 4-8 week on-boarding program including rotations in operations and Sales & Service before certification.
The position offers comprehensive benefits and differentiated compensation offerings designed to support employee well-being.
Matching Summary
The role focuses on using the consultative sales process to proactively identify and meet the financial needs of customers.
Salary
Base salary reflective of pay grade range; Individual salaries vary based on skillset, experience, education, and location; Comprehensive benefits included
Skills & Requirements
Must-have
Consultative sales process implementation
Financial needs assessment execution
Cross-selling to existing customers
Risk management and compliance adherence
Customer experience enhancement
Nice-to-have
Friendly and helpful demeanor
Strong verbal and written communication
Proactive community engagement skills
Confidence in owning customer issues
Ability to work in a team environment
Key Requirements
College degree or transferrable work experience
S.A.F.E. Act registration via NMLS
Understanding of advanced math functions for credit analysis