Outbound Banking Development & Relationship Specialist

Rocs, Inc.; Reston (VA); On-site; USD 30,000 - 37,000; Full time

Job summary

Rocs, Inc. is seeking a motivated Business Development Representative to connect with existing members, identify financial needs, and match them with suitable products and services.

This role emphasizes phone-based sales, relationship building, and achieving individual and team sales goals. Candidates with banking or credit union experience and strong interpersonal skills will excel in building trusted relationships, cross-selling products, and handling confidential information in a fast-paced

Qualifications

• Previous banking or credit union experience required.
• 1–3 years of outbound sales, financial services, business development, member services, or related role preferred.
• Comfortable making a high volume of outbound calls and engaging in phone-based sales conversations.
• Strong sales, relationship-building, communication, listening, and interpersonal skills.
• Ability to ask effective questions, identify customer needs, and recommend solutions.
• Goal-oriented and motivated by sales targets and performance metrics.
• High school diploma or equivalent required; degree not required.
• Reliable transportation and ability to travel locally as needed.
• Ability to pass a background and credit check.

Responsibilities

• Make outbound calls to targeted member lead lists to identify financial needs and uncover sales opportunities.
• Use consultative, needs-based selling techniques to recommend appropriate financial products and services.
• Confidently present solutions, cross-sell products, and close or refer qualified opportunities to the appropriate team members.
• Open and close accounts and process membership applications.
• Process and support loan applications and related financial transactions.
• Build and maintain relationships with SEGs and other referral partners to generate new business opportunities.
• Meet or exceed individual and team sales goals, activity expectations, and performance metrics.
• Maintain accurate records of member interactions, sales activity, referrals, and account information.
• Handle confidential member information with professionalism and discretion.
• Collaborate with internal teams to provide a positive member experience and support overall business development goals.
• Participate in occasional local events and occasional Saturday work as needed.

Skills

Outbound calling

Relationship-building

Phone-based sales

Interpersonal communication

Attention to detail

Financial services knowledge

Education

High school diploma or equivalent

Job description

Rocs, Inc. is seeking a motivated Business Development Representative to connect with existing members, identify financial needs, and match them with suitable products and services.

This role emphasizes phone-based sales, relationship building, and achieving individual and team sales goals. Candidates with banking or credit union experience and strong interpersonal skills will excel in building trusted relationships, cross-selling products, and handling confidential information in a fast-paced