Financial Sales Representative

South Carolina Federal Credit Union•Charleston, SC

40d•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 James Island Financial Center in Charleston, SC. Are you passionate about helping others? Do you enjoy interacting with customers regularly and working 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. As a Financial Sales Representative, a typical day might look like this: 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. This job might be for you if: You enjoy building relationships with customers and uncovering their financial needs in person and over the telephone. You are passionate about the sales profession and take pride in offering customers financial products and services that fit their needs. You are a pro at managing your time, staying on track and meeting your goals. You are awesome at consistently following policies and procedures. You are a reliable, cooperative team player, and thrive in a fast-paced, multi-tasking environment. You volunteer for new challenges without being asked. You are seeking some work/life balance and want a schedule that allows you to spend nights and most weekends with your family and friends.

Requirements

You enjoy building relationships with customers and uncovering their financial needs in person and over the telephone.
You are passionate about the sales profession and take pride in offering customers financial products and services that fit their needs.
You are a pro at managing your time, staying on track and meeting your goals.
You are awesome at consistently following policies and procedures.
You are a reliable, cooperative team player, and thrive in a fast-paced, multi-tasking environment.
You volunteer for new challenges without being asked.
You are seeking some work/life balance and want a schedule that allows you to spend nights and most weekends with your family and friends.
To land this role, you need to have a high school diploma (or equivalent), at least one year of experience working specifically in a sales position selling products and/or services with a proven record of meeting or exceeding sales goals, and a positive attitude.

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.

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume