Consumer Lending Sales Associate

Role Overview

A Sales Associate in a consumer finance environment responsible for delivering exceptional customer service, assessing financial needs, and promoting products.

Key Responsibilities

• Greet customers and assess their financial requirements
• Explain loan and account options clearly
• Process applications accurately, adhering to compliance and underwriting standards
• Handle cash transactions and balance drawers
• Maintain detailed records of transactions and customer interactions
• Promote company products and achieve sales performance goals
• Support branch operations through merchandising, outreach, and teamwork

Qualifications & Skills

• Excellent customer service and communication skills
• Ability to explain financial products clearly
• Detail-oriented with strong record-keeping abilities
• Team player with a proactive attitude
• Capable of handling cash accurately and responsibly