Financial Sales Representative

South Carolina Federal Credit Union; Charleston (SC); On-site; USD 36,000 - 56,000; Full time

Benefits offered by this job

Opportunities for growth within the 회사

Wellness program and onsite services

Community involvement and volunteering

Job summary

South Carolina Federal Credit Union is seeking a Financial Sales Representative for the Glenn McConnell Financial Center in Charleston, SC. You will provide exceptional customer service and offer financial products that meet members' needs.

A typical day includes morning huddles, greeting members, advising on auto loan processes, asking questions to understand goals, following up on accounts, and promoting new promotions to members.

Qualifications

• High school diploma or equivalent.
• At least 1 year of experience in a sales position.
• Positive attitude and ability to meet sales goals.

Responsibilities

• Greet members in person or by phone and build rapport.
• Assess member needs and recommend suitable financial products.
• Explain the auto loan application process and guide members.
• Follow up with members after accounts are opened.
• Collaborate with team during huddles to hit sales goals.

Skills

Customer service

Sales

Teamwork

Education

High school diploma

Job description

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.

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.

The Perks:

We know that pay and benefits are important to you, and they are important to us too. Join our team and you'll enjoy:

• 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.

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.

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

South Carolina Federal Credit Union is an Equal Employment Opportunity Employer.

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