Financial Sales Representative

South Carolina Federal Credit Union • Charleston, SC

10d • Onsite

About The Position

South Carolina Federal Credit Union is hiring a Financial Sales Representative at its Glenn McConnell Financial Center in Charleston, South Carolina. The role provides exceptional customer service and recommends financial products and services that meet members’ needs. The representative builds relationships with members in person and by telephone, explores their financial goals, supports them with questions such as the auto loan application process, follows up with new account holders, and shares relevant promotions. The role also involves collaborating with teammates, discussing daily sales goals, and tracking progress with a manager.

Requirements

• High school diploma or equivalent.
• At least one year of experience working specifically in a sales position selling products and/or services.
• A proven record of meeting or exceeding sales goals.
• Positive attitude.
• Ability to build customer relationships and identify financial needs in person and over the telephone.
• Ability to manage time and meet goals in a fast-paced, multitasking environment.
• Reliability, cooperation, and consistent adherence to policies and procedures.

Nice To Haves

• Relevant military experience is considered for veterans and transitioning service members.

Responsibilities

• Greet members who visit the financial center or call by telephone and develop rapport with them.
• Ask members open-ended questions to understand their financial goals and recommend suitable products and services.
• Answer member questions, including questions about the auto loan application process.
• Follow up with members who have recently opened an account.
• Call members to share promotions for which they may qualify.
• Collaborate with team members during morning huddles and discuss sales goals.
• Discuss sales progress, wins, and challenges with a manager.
• Manage time, stay on track, and meet sales goals.
• Follow policies and procedures and contribute as a cooperative team member.

Benefits

• Wellness program including workshops and onsite physicals.
• Opportunities to volunteer and get involved in the community.
• Opportunities for internal growth and development.

What This Job Offers

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