Purpose Financial
Consumer Lending Sales Specialist - Full Time
Purpose Financial, Kansas City, Missouri, United States, 64101
Consumer Lending Sales Specialist - Full Time
Purpose Financial
is seeking a
Consumer Lending Sales Specialist - Full Time
to deliver exceptional customer service while achieving individual and branch sales goals. The CLSS contributes to branch success by meeting performance metrics and participating in marketing and collection efforts, in full compliance with federal and state regulations and company policies.
Overview Location: Kansas City, Missouri area (address listed in the posting). Employment type: Full-time.
Key Responsibilities
Drive customer acquisition through storefront and online channels using effective sales tools and marketing techniques
Deliver exceptional customer experience while managing a 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 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
Follow Loss Prevention standards
Foster a positive team environment and participate in branch initiatives
Qualifications
Education Required:
High School Diploma or equivalent required; some college preferred.
Experience Required:
Sales and/or customer service experience required; one year of experience in sales, retail, banking, or collections preferred.
Knowledge Required:
Strong math skills; professional verbal communication; ability to read, write, evaluate, and apply complex information; ability to work independently; ability to negotiate terms and communicate loan requirements; familiarity with policies, procedures, laws, and computer systems used to process transactions; ability to develop business relationships.
Physical Requirements:
Standing for long periods; occasional sitting; walking, bending, twisting; lifting up to 20 lbs; driving with reliable transportation; travel within division as needed; exposure to outdoor elements as applicable; typing and data entry; occasional housekeeping-related tasks.
Competencies
Sales and Customer Acquisition – Branch
Customer Commitment
Vision-Driven
Product Knowledge
Action-Oriented
Purpose-Driven
Teamwork
Customer Centricity
Travel & Attire
Travel: Must have a valid driver’s license and access to insured, reliable transportation. Ability to travel within the division for marketing, staffing, events, and banking responsibilities.
Attire: Company allows professional attire (polos, blouses, collared shirts, sweaters) with slacks or jeans and appropriate shoes.
Other Requirements
Must be 18 (except in Alabama where the age requirement is 19)
Eligible to work in the USA and able to complete post-offer screenings, including criminal background check and Motor Vehicle Report (MVR)
Regular and punctual attendance; schedules may change to meet business needs; overtime may be required
All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or disability
Benefits
Competitive Wages
Health/Life Benefits
401(k) Savings Plan with Company Match
Paid Parental Leave
Company Paid Holidays
Paid Time Off including Volunteer Time
Tution Reimbursement
Business Casual Environment
Rewards & Recognition Program
Employee Assistance Program
Administrative Requisition ID: 45679
Job Function
Finance and Sales
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is seeking a
Consumer Lending Sales Specialist - Full Time
to deliver exceptional customer service while achieving individual and branch sales goals. The CLSS contributes to branch success by meeting performance metrics and participating in marketing and collection efforts, in full compliance with federal and state regulations and company policies.
Overview Location: Kansas City, Missouri area (address listed in the posting). Employment type: Full-time.
Key Responsibilities
Drive customer acquisition through storefront and online channels using effective sales tools and marketing techniques
Deliver exceptional customer experience while managing a 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 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
Follow Loss Prevention standards
Foster a positive team environment and participate in branch initiatives
Qualifications
Education Required:
High School Diploma or equivalent required; some college preferred.
Experience Required:
Sales and/or customer service experience required; one year of experience in sales, retail, banking, or collections preferred.
Knowledge Required:
Strong math skills; professional verbal communication; ability to read, write, evaluate, and apply complex information; ability to work independently; ability to negotiate terms and communicate loan requirements; familiarity with policies, procedures, laws, and computer systems used to process transactions; ability to develop business relationships.
Physical Requirements:
Standing for long periods; occasional sitting; walking, bending, twisting; lifting up to 20 lbs; driving with reliable transportation; travel within division as needed; exposure to outdoor elements as applicable; typing and data entry; occasional housekeeping-related tasks.
Competencies
Sales and Customer Acquisition – Branch
Customer Commitment
Vision-Driven
Product Knowledge
Action-Oriented
Purpose-Driven
Teamwork
Customer Centricity
Travel & Attire
Travel: Must have a valid driver’s license and access to insured, reliable transportation. Ability to travel within the division for marketing, staffing, events, and banking responsibilities.
Attire: Company allows professional attire (polos, blouses, collared shirts, sweaters) with slacks or jeans and appropriate shoes.
Other Requirements
Must be 18 (except in Alabama where the age requirement is 19)
Eligible to work in the USA and able to complete post-offer screenings, including criminal background check and Motor Vehicle Report (MVR)
Regular and punctual attendance; schedules may change to meet business needs; overtime may be required
All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or disability
Benefits
Competitive Wages
Health/Life Benefits
401(k) Savings Plan with Company Match
Paid Parental Leave
Company Paid Holidays
Paid Time Off including Volunteer Time
Tution Reimbursement
Business Casual Environment
Rewards & Recognition Program
Employee Assistance Program
Administrative Requisition ID: 45679
Job Function
Finance and Sales
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