Fairstone Bank seeks a Loan Consultant skilled in sales and customer service to recommend financial solutions and manage applications from start to closing.
This Loan Consultant role supports customers through loan and protection product sales. You will assess needs, recommend suitable financial solutions, and manage applications in person or virtually. The position also includes credit assessments, payment processing, overdue account management, relationship building, and performance against individual and team sales goals.
Key Responsibilities:
- Promote and sell loan and protection products
- Understand customer needs and recommend financial solutions
- Manage applications through closing, in person or virtually
- Build relationships through excellent customer service
- Perform credit assessments and manage overdue accounts
Requirements:
- High school diploma required
- Post-secondary finance, sales, or business education is an asset
- At least one year of sales or target-focused customer service experience
- Strong interpersonal, communication, and negotiation skills
- Customer-first mindset and passion for delivering value
Bring sales, negotiation, and customer service strengths to help Fairstone Bank customers access tailored lending solutions.
Fairstone Bank Loan Consultant in Penticton employer: Fairstone Bank
La Banque Fairstone est un employeur de choix, offrant un environnement dynamique et collaboratif où l'innovation et la créativité sont au cœur de notre culture. En tant que Gestionnaire Marketing de Croissance, vous bénéficierez d'opportunités de développement professionnel tout en travaillant avec une équipe passionnée pour transformer les stratégies numériques en résultats tangibles. Située dans un cadre stimulant, la Banque Fairstone valorise le bien-être de ses employés et encourage un équilibre entre vie professionnelle et personnelle.
