Call Center Sales Representative-Inbound

Security Service Federal Credit Union • San Antonio, TX

4d

About The Position

The Call Center Sales Representative promotes and sells SSFCU products and services to existing and potential members while providing outstanding, personalized service through all contact channels. The role offers guidance and support to build long-term, full-service member relationships and follows Member Contact Center standards, processes, policies, and procedures when handling transactions and inquiries.

The representative processes member requests accurately and efficiently, complies with applicable regulations, and develops thorough knowledge of SSFCU products and services. The position also involves developing Officer-level skills, growing professionally, taking on additional responsibilities, and meeting established Member Sales Team sales goals. Other job-related duties may be assigned to support SSFCU’s vision, purpose, and organizational values.

Requirements

• High school diploma or equivalent.
• At least three years of call center experience, or comparable experience in a financial institution, sales, customer service, and cash handling.
• Ability to operate a personal computer and good knowledge of Word, Excel, and the Internet.
• Strong interpersonal skills, including excellent verbal communication, a clear speaking voice, and good writing skills.
• Ability to function with minimal supervision.
• Ability to work and multitask in a high-volume sales environment.

Responsibilities

• Promote and sell SSFCU products and services to existing and potential members through all contact channels.
• Provide consistent, friendly, personalized service to callers and offer guidance and support to foster long-term, full-service member relationships.
• Follow Member Contact Center standards, processes, policies, and procedures when processing transactions and responding to inquiries.
• Process member transactions and requests thoroughly, efficiently, and accurately while following established procedures and applicable regulations.
• Maintain thorough knowledge of SSFCU products and services and proactively recommend offerings that enhance the member experience and contribute to growth and profitability.
• Meet established sales goals on the Member Sales Team.
• Develop Officer-level skills, increase knowledge, and pursue professional growth and additional responsibilities.
• Perform other job-related duties in support of SSFCU’s vision, purpose, and organizational values.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED