Personal Loan Specialist - Helena

  • Location
    Helena, Montana
  • Job type
  • Salary
    $ 16 - $ 16.5 / Hour
  • Category
    Office, Clerical & Administrative

Adecco is currently assisting a client in Helena, MT to fill a temporary Personal Loan Specialist job.  The job is to create an exceptional customer experience while providing personal loan solutions.

This position focuses on building a customer base through sales, loan extension and merchant referrals.

Responsibilities include reviewing customer needs and services as well as handling various aspects of

past due account adjustments. Role success will be based on creation of customer experience,

generation of business, compliance, attainment of monthly goals, and accuracy.


Job Functions/Responsibilities:

· 35% Customer Experience: Greeting, assisting and soliciting individuals entering the office and calling by phone; receiving and processing credit and employment verifications, and recording information obtained; processing payments, distributions, and insurance products at the direction of a licensed agent; handling account activities related to collection accounts, including phone calls and face to face communications with customers.

· 30% Branch Support: Preparing reports, correspondences, transaction documentation, and recording and filing documentation; operates cash drawer, processes bank deposits, maintains records and balances.

· 30% Business Development: Actively markets and sells all branch products and services to individuals and merchants. Merchant and bank visits required.

· 5% Perform all other duties as assigned by management.

Note: Regular attendance resulting in meeting and/or exceeding performance standards required


Key Competencies:

· Customer Commitment

· Core Values & Ethical Conduct

· Communication Skills

· Sales Motivation

· Problem Solving

· Time Management/Productivity

Qualification Guidelines:

· 1+ year sales and/or customer service experience

· High School Diploma/GED, Bachelor’s degree a plus

· Valid driver’s license


Monday 9-5, Tuesday 10-6, Wed-Fri 9-5 Wages DOE.


Adecco provides one of the most comprehensive benefits packages in the industry to contract workers.

Equal Opportunity Employer Minorities / Women / Veterans / Disabled

  • Apply with Adecco

Reference number US_EN_99_021777_11951189