The Branch Account Executive (BAE) position is an entry-level role with a primary focus on sales and sales administration of loans and insurance products. The vast majority of time at work is spent presenting loans, real estate products and insurance products to potential and existing customers. Another part of the role is processing applications, cultivating new and repeat business from internal and external clients, scheduling loan closings and meeting pre-determined sales goals. As it is primarily a sales position, sales targets are set on a monthly basis for each member of the team and meeting those targets determines eligibility for monthly bonuses on top of your established salary. Customer Service skills are essential as the BAE is the main point of contact for our customers. Other duties include answering customer questions before, during and after the sale is a critical element of the position and making early stage collections call on existing past due accounts is also part of the position.
Schedule will include day and early evening shifts between 20-32/hrs a week Monday to Friday with some Saturdays.
High school diploma, GED or work experience equivalent.
1-2 years of directly related sales experience preferred.
Effective communication skills that demonstrate the ability to work directly with people in a customer service capacity.
Familiarity with PC-like hardware/software, including use of PC keyboard and mouse.
Must be able to work flexible hours.
Basic knowledge of accounting is helpful.
Successful candidate will be required to pass criminal, education and employment verifications as part of the selection process.
Skills and Abilities
Security and Safety
- Criminal record check (abstract)
- Financial services
- Finding information
- Decision making
- Problem solving
Business Equipment and Computer Applications
- Electronic mail