Financial Sales Representative

South Carolina Federal Credit Union • Charleston, SC

6d • Onsite

About The Position

South Carolina Federal Credit Union is seeking a Financial Sales Representative for its Glenn McConnell Financial Center in Charleston, South Carolina. The representative provides exceptional customer service and offers financial products and services that meet members’ needs. The role involves building relationships with members in person and over the telephone, learning about their financial goals, recommending suitable products and services, and following up with members. The representative also works with teammates and a manager to discuss daily sales goals, progress, wins, and challenges. The position is suited to someone who enjoys sales, manages time effectively, follows policies and procedures, cooperates with a team, and can thrive in a fast-paced, multitasking environment. The schedule allows employees to spend nights and most weekends with family and friends.

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.
• Positive attitude.
• Ability to build customer relationships and uncover financial needs in person and over the telephone.
• Time-management skills and ability to stay on track and meet goals.
• Ability to consistently follow policies and procedures.
• Reliable, cooperative team-player approach and ability to handle multiple tasks in a fast-paced environment.
• Relevant military experience is considered for veterans and transitioning service members.

Responsibilities

• Provide exceptional customer service to credit union members.
• Greet members who visit the financial center or call by telephone and develop rapport with them.
• Answer members’ questions, including questions about the auto loan application process.
• Ask members about their financial goals and recommend products and services based on their needs.
• Follow up with members who have recently opened an account.
• Contact members to share promotions for which they may qualify.
• Collaborate with team members on daily sales goals and discuss progress, wins, and challenges with the manager.
• Follow applicable policies and procedures and work cooperatively in a fast-paced, multitasking environment.

Benefits

• Opportunities to volunteer and get involved in the community.
• Wellness program that includes workshops, onsite physicals, and more.
• Opportunities to grow within the company, develop professionally, and pursue internal promotions.
• Opportunity to build lasting relationships with teammates and customers.

What This Job Offers

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