Financial Sales Representative

South Carolina Federal Credit Union • Summerville, SC

1d • Onsite

About The Position

South Carolina Federal Credit Union is currently seeking a Financial Sales Representative to join our team of outstanding professionals at our Summerville Financial Center in Charleston, SC. This role is ideal for individuals passionate about helping others, who enjoy regular customer interaction, and thrive in a team environment. As a Financial Sales Representative, you will provide exceptional customer service and offer financial products and services that meet the customers' needs.

Requirements

• High school diploma (or equivalent)
• At least one year of experience working specifically in a sales position selling products and/or services
• Proven record of meeting or exceeding sales goals
• A positive attitude
• Relevant military experience is considered for veterans and transitioning service members.

Nice To Haves

• Enjoy building relationships with customers and uncovering their financial needs in person and over the telephone.
• Passionate about the sales profession and take pride in offering customers financial products and services that fit their needs.
• Pro at managing your time, staying on track and meeting your goals.
• Awesome at consistently following policies and procedures.
• A reliable, cooperative team player, and thrive in a fast-paced, multi-tasking environment.
• Volunteer for new challenges without being asked.
• Seeking some work/life balance and want a schedule that allows you to spend nights and most weekends with your family and friends.

Responsibilities

• Collaborate with team members during the morning huddle and discuss sales goals for the day.
• Greet and develop rapport with members who enter the financial center or call on the telephone.
• Answer a member's question about the auto loan application process.
• Ask a member open-ended questions about their financial goals and recommend products and services based on their needs.
• Follow up with a member who recently opened an account.
• Chat briefly with your manager to discuss wins, challenges and progress on sales goals.
• Call members to share a new promotion for which they may qualify.

Benefits

• A chance to build lasting relationships with not only your team, but our customers as well.
• Opportunities to make a difference by volunteering and getting involved in the community.
• A company that cares about your total wellness by providing a program that includes workshops, onsite physicals, and more.
• Opportunities to grow within a company that's dedicated to your development and promoting talent internally.

What This Job Offers

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