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Job opportunity

Fairstone Bank Loan Consultant

Fairstone Bank

Penticton, British Columbia
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.

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