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Financial Sales Representative

South Carolina Federal Credit UnionCharleston, SC

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Overview

Schedule
Alternate-schedule
Full-time
Career level
Entry-level
Remote
On-site
Benefits
Health Insurance
Paid Community Service Time
Career Development

Job Description

South Carolina Federal Credit Union is currently seeking a Financial Sales Representative to join our team of outstanding professionals at our Downtown 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.

#TeamBlue23

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FAQs About Financial Sales Representative Jobs at South Carolina Federal Credit Union

What is the work location for this position at South Carolina Federal Credit Union?
This job at South Carolina Federal Credit Union is located in Charleston, SC, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at South Carolina Federal Credit Union?
Employer has not shared pay details for this role.
What employment applies to this position at South Carolina Federal Credit Union?
South Carolina Federal Credit Union lists this position under the following employment categories:
  • Alternate-schedule
  • Full-time
What experience level is required for this role at South Carolina Federal Credit Union?
South Carolina Federal Credit Union is looking for a candidate with "Entry-level" experience level.
What benefits are offered by South Carolina Federal Credit Union for this role?
South Carolina Federal Credit Union offers following benefits: Health Insurance, Paid Community Service Time, Career Development, and Health & Wellness Programs for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at South Carolina Federal Credit Union?
You can apply for this role at South Carolina Federal Credit Union either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.