HM Cons Direct Sales Asst

Citizens Bank

Posted about 1 month ago

Full Time

,

In Person

Smart Summary

The Sales Assistant is responsible for supporting the sales team by ensuring new loans meet quality standards and managing customer follow-ups. This role also involves moving loans into operations and handling various administrative tasks to support management.

We are looking for a Sales Assistant to support the sales team and managers with various tasks, ensuring new loans meet quality standards. The ideal candidate will have a BA/BS degree (preferred) and at least 1 year of sales experience in financial services, along with strong communication, organizational, and PC skills. The ability to work independently and in a team environment is crucial.

Must Have Skills for ATS

Sales Experience

Customer Service

Organization

Time Management

Communication Skills

PC Skills

Teamwork

Call Center Experience

Task Management

Loan Processing

Policy Implementation

Customer Objections Handling

Administrative Tasks

Quality Standards

Appraisal Fees Collection

Results Delivery

Independent Work

Job Description

The Sales Assistant is responsible for completing various tasks which creates efficiencies for the sales team and managers. The assistant ensures new loans meet quality standards and follow up with customers to collect appraisal fees. The sales assistant must be equipped to handle general customer objections and answer basic questions. This role is responsible to move loans from the initial application phase into operations where the loan will be fulfilled. The position will also handle a number of administrative tasks so of which help support the time sensitive needs of the management staff. As new processes are created throughout the division, the sales assistant reviews the policy and determines the appropriate way to implement the policy to our team.

Qualifications

• BA /BS degree preferred

• 1 years of sales experience in financial services preferred

• Ability to work independently and successfully in a team environment

• Experience working in a call center environment

• Superior organization and time management skills

• Demonstrated ability to handle multiple tasks efficiently in fast environment

• Effective written and verbal communication skills essential

• Capable of delivering results within specified timeframe

• Proficient PC skills, including MS Office experience

• Successful candidate must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLS

Hours & Work Schedule 

Hours per Week:  40

Schedule: Monday-Friday


Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Equal Employment and Opportunity Employer

Job Applicant Data Privacy Policy

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.


Citizens Bank

At Citizens Bank, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do. As one of the oldest and largest financial services firms in the United States with a history dating back to 1828, we’re committed to providing solutions and expertise that support our customers, clients, colleagues, and communities in what’s next on their own unique journey. Whether you’re considering banking with us or looking to work with us, you’ll find a customer-centric culture and a supportive, collaborative workforce at Citizens Bank. You’re made ready and so are we. #MadeReady

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