Financial Sales Representative

South Carolina Federal Credit Union • Charleston, SC

4d • 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 Glenn McConnell Financial Center in Charleston, SC. This role involves providing exceptional customer service and offering financial products and services that meet the customers' needs. A typical day includes collaborating with team members on sales goals, greeting and building rapport with members, answering questions about financial processes, recommending products and services based on member needs, following up with members, discussing progress with management, and calling members to inform them about new promotions.

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.

Nice To Haves

• Enjoy building relationships with customers in person and over the telephone.
• Passionate about the sales profession.
• Skilled at managing time, staying on track, and meeting goals.
• Consistently follow policies and procedures.
• Reliable, cooperative team player.
• Thrive in a fast-paced, multi-tasking environment.
• Volunteer for new challenges without being asked.
• Seek work/life balance with a schedule that allows for nights and most weekends with family and friends.

Responsibilities

• Provide exceptional customer service.
• Offer financial products and services that meet the customers' needs.
• Collaborate with team members on sales goals.
• Greet and develop rapport with members.
• Answer member questions about financial processes.
• Recommend products and services based on member needs.
• Follow up with members who recently opened an account.
• Discuss wins, challenges, and progress on sales goals with management.
• Call members to share new promotions.

Benefits

• A chance to build lasting relationships with your team and customers.
• 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