Credit Union of Texas

Sales Leasing Consultant

Job Details

Description

Position Purpose and Objectives

Work in an energetic & enthusiastic fast-paced sales environment. Keep your performance standards the best, by constantly improving and developing sales efforts, techniques, and presentations. The primary purpose of the Sales Consultant is to assist with various responsibilities including communicating with customers and members in person, over the phone, or via email regarding vehicles for sale in our inventory. Sales Consultants will be presenting vehicle pricing, and trade-in values, discussing potential finance options, riding with customers for demonstration drives, driving vehicles to get fuel, helping get vehicles ready for delivery, and driving vehicles to customers. Must be able to present a professional and pleasant experience while taking on the role as a Sales Consultant customer-facing representative. Must have goal-oriented motivator behaviors to ensure organizational sales goals and objectives are not just achieved but exceeded.

Major Duties And Essential Functions

  • Prospecting new sales opportunities
  • Answer customer/member’s questions about auto units, financing, and purchase process
  • Deliver with confidence, in explaining Market Driven Prices on vehicles and explain trade-in values that satisfy customers while ensuring profit for the dealership
  • Base knowledge of the Automotive Industry
  • Desking for profitable deals to maximize front and back-end profit
  • Ability to manage and follow up on leads by creating a relationship and delivering on commitments
  • Achieve monthly goals and department objectives
  • Strong customer service skills with the ability to maintain a high level of professionalism and communication
  • Ability to change priorities quickly as time-sensitive needs arise
  • Familiarity with consumer lending products and practices
  • High-level mental fortitude
  • Follow up with the loan and ancillary product cancellations
  • Ensure compliance with all rules and regulations to prevent penalty, loss for non-compliance, or potential legal action against the Credit Union
  • Ability to generate internal referrals using a consultative approach
  • Maintain clean paperwork and timely completion of funding
  • Ability to understand tag and title laws; DMV, dealership contracts, and ancillary products
  • Ability to maintain confidentiality
  • All other duties as assigned

Positions directly supervised: N/A

Specific Knowledge, Skills, And Abilities Required For This Position:

Exceptional verbal and written communication skills, including use of courtesy and correct grammar

Strong Sales record

In-depth knowledge of dealership’s vehicles, finance options, and sales process

Sound judgment and decision-making abilities to avoid actions that could be costly, time- consuming, and create poor relations with members

Strong problem-solving skills with the ability to adjust to a quickly changing environment

Ability to work in a fast-paced environment with flexible and changing work hours/days.

Ability to interact with diverse groups of people across all levels

Ability to take responsibility for individual performance and development

Ability to develop member relationships to effectively cross-sell products or services

This position the incumbent to be on his/her feet most of the day

Valid driver’s license and clean driving record (no major violations)

Office Machines And Software:

Auto /Dealer trace/ Dealer socket

Interactive Intelligence phone w/headset

Interactive Intelligence software

Personal Computer/Printer

Calculator/Adding Machine

Fax Machine

Microsoft Outlook E-Mail

Microsoft Word, Excel, PowerPoint

Education: Bachelor's degree (B.A.) from four-year college or university with four years of lending/Sales experience in a credit union or dealership or other financial institution is preferred.

Experience: Must have a minimum of 2 plus years’ experience in a sales environment, with a proven record of success. Additionally, have a thorough understanding of automobile dealership Sales and Finance departments operation a plus. Sales skills developed through formal training, along with presentation skills required to deliver product. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

Physical Activities And Requirements Of This Position

CATEGORY

DESCRIPTION

Finger Dexterity

Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.

Grasping

Using fingers and palm on an object.

Talking

Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.

Repetitive Motions

Movements frequently and regularly required using the wrists, hands, and/or fingers.

Average Hearing

Able to hear average or normal conversations and receive ordinary information.

Average Visual Abilities

Average, ordinary, visual acuity necessary to prepare or inspect documents or products or operate machinery.

Sedentary Work

While performing the duties of this job, the employee will frequently talk or hear, sit, use hands to handle or feel, and reach with hands or arms. The employee will occasionally, stand and walk, climb or balance, and stoup, kneel, crouch, or crawl. The employee will occasionally lift and move up to 10 pounds.

Working Conditions of this Position

DESCRIPTION

None. No hazardous or significantly unpleasant conditions.

Mental Activities And Requirements Of This Position

Reasoning Ability: The ability to use common sense or logic.

Detailed

Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form

Mathematical Ability: The level of ability required to perform math skills and operations.

Basic

Ability to add, subtract, multiply, and divide and to calculate figures and amounts such as discounts, interest, and percentages. Ability to apply concepts of basic algebra.

Language Ability: The level of ability required to communicate and understand written and oral language.

Typical

Ability to write moderate to complex documents. Ability to communicate in complex sentences, using normal word order with present and past tenses and strong vocabulary. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to speak effectively before small groups of employees and to members. Ability to effectively present information to top management.

Compliance requirement

  • Comply with Security Procedures.
  • Comply with Regulation Z.
  • Comply with the policies and procedures of Credit Union of Texas.
  • Comply with privacy issues and requirements.
  • Remains compliant with Office of Foreign Assets Control and USA PATRIOT Act as they apply to the duties of the position.

Disclaimer

The information in this job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job, which may vary on the department or the assignment. The actual essential duties, responsibilities and qualifications may vary by department, reporting structure and other business needs. No inference should be drawn that a specific job duty, responsibility or qualification is non-essential by its absence from this description.
  • Seniority level

    Entry level
  • Employment type

    Full-time
  • Job function

    Sales and Management
  • Industries

    Financial Services

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