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Dollar Bank, FSB

Senior Loan Rep. Virginia Manor

Career Insights for Financial Services Representative

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What they do

A Financial Services Representative sells financial services and advises clients on financial services products, including banking services, securities and insurance.

$69,150 / year median in Pennsylvania

-9% projected decline

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Job Description

Senior Loan Rep. Virginia Manor Dollar Bank, FSB United States, Pennsylvania, Pittsburgh Sep 09, 2026

Develop relationships with current and prospective customers with the goal of generating opportunities to promote the Bank's products and services in the workplace and obtain new consumer loan relationships. Loan Center Representative will be responsible for generating new consumer loans and its associated products and services through various proactive inside, outside, and virtual business development efforts.

Qualifications:
  • Five (5) years of industry related sales including business development experience required with a proven track record of achieving sales goals.
  • High School Diploma/GED required.
  • Demonstrated ability and desire to build consumer loan relationships and meet all related sales goals.
  • Excellent written and verbal communication skills and ability to conduct formal presentations.
  • Demonstrated proactive techniques, creativity, resourcefulness, and self-motivation in producing results.
  • Must be detail oriented, and be able to prioritize in a fast-paced environment.
  • Proficient in Microsoft Office products including, but not limited to Word, Excel, Outlook and Teams.
  • Must be able to maintain integrity, transparency, and perform in an ethical manner at all times.
  • Must be available until 6pm on some weekdays and on some Saturdays.
  • Must possess a valid driver's license, access to a reliable vehicle, and valid insurance.
  • Candidates being considered will be subject to additional background checks as required by the office of the Comptroller of Currency.
Principal Activities and Duties:
  • Personally provide an exceptional level of customer service to all internal and external customers with the goal of creating long term customer loyalty.
  • Achieve all goals by consistently implementing effective relationship building techniques taught in training and consistent with the Bank's Mission, Value, and Core Objectives.
  • Consistently generate new loan production and the associated products and services through proactive efforts including:
    oUtilization of effective outbound calling efforts
    oCalling on businesses in the market area
    oGenerating new Vendors via utilization of the Preferred Referral Program within immediate market as well as maintain existing vendor relationships through follow-up with these vendors.

oParticipating in networking and community events,

oHandling online CHAT inquiries

oParticipation in trade shows.

  • Assist management with the coaching and development of team members to ensure that they achieve their individual sales goals.
  • Adhere to all operational processes and procedures that have been put in place within the loan center assigned.
  • Comply with all Federal and State Banking regulations that apply.
  • All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program.

Compliance with regulatory laws and company procedures is a required component of all position descriptions.