Lead Development Specialist - Partial Remote

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written!

If you are interested and qualified for this role, we invite you to apply.

This position is responsible for originating appointments for our Commercial Loan Officers in accordance with Company assigned goals while maintaining compliance with established guidelines. Expectations include being well-versed in Oak Street's loan structure, marketing loan products, and utilizing relationship selling techniques to cultivate relationships that ultimately lead to appointments for our current Loan Officers. This position also has the potential for bonus.

Essential Functions/Responsibilities

• Contacts potential clients with a prepared script to sell the benefits of an appointment with one of our Commercial Loan Officers
• Advises prospective business owners on impacts of funding business growth
• 90% of efforts focused on driving sales through outbound sales calls and correspondence
• Handling multiple tasks with little supervision
• Working in conjunction with our Sales Team to ensure all appointments are properly documented, tracked & properly updated.
• Maintains database by entering, verifying, and updating information
• Maintains highest levels of quality service by following organization standards
• Contributes to team effort by accomplishing related results as needed

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job

• Proven experience & results in a call center/sales role
• Excellent listening, written and verbal communication skills
• Organized with analytical skills
• Detail and results oriented
• Strong PC skills

Preferred Knowledge and Skills

• Established track record in an inbound/outbound call environment is beneficial
• Customer Service experience may be helpful

Level of Complexity and Scope

Degree of Independence and Decision-Making

Required Supervisory Responsibilities

Physical Requirements

Compliance Statement

• The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.

Development and Training

It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.

We are an E-Verify Employer.