Financial Sales Representative

• Navigate multiple systems to professionally perform Sale tasks in person and by telephone/email with a high degree of accuracy and speed in a high-volume, fast-paced financial center environment.
• Sales tasks include, but are not limited to, opening/closing/maintenance of loans and opening a variety of new accounts, IRAs, safety deposit boxes, and other products and services offered by the credit union, as well as conducting other Sales related tasks.
• Professionally correspond with consumer and business members and provide superior member service.
• Consistently meet or exceed sales/performance objectives and operational standards.
• Maintain an active prospect list and professionally correspond with members or potential members to identify their financial needs and to build long-term relationships.
• Maintain effective sales skills and in-depth product and service knowledge in order to offer products and services that best fit the members’ needs.
• Refer business, mortgage, insurance, and investment products and services.
• Assist members with various online products and services offered.
• Appropriately handle member complaints and resolve problems.
• Properly verify members’ identification and ensure confidentiality of members’ information.

• Possess a minimum of 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.
• Possess a minimum of one year of experience working as a successful Financial Service Representative II at SC Federal that consistently meets or exceeds performance objectives and operational standards or one year experience working specifically in a sales position selling products and/or services with a proven record of meeting or exceeding sales goals.
• Possess excellent verbal and written communication skills in order to communicate effectively with members and employees in person and by telephone/email.
• Demonstrated ability to successfully perform duties with a high degree of accuracy and speed in a high-volume, fast-paced environment.
• Demonstrated ability to generate new business by outbound calling and reaching out to the local community.
• Demonstrated ability to provide superior member/customer service.
• Demonstrated ability to engage in relationship building discussions.
• Demonstrated ability to identify and anticipate members’ needs and offer products and services.
• Demonstrated ability to achieve performance objectives and operational standards.
• Demonstrated ability to professionally handle member complaints with a successful outcome.
• Demonstrated ability to effectively multi-task.
• Possess time management and organizational skills.
• Possess problem solving and decision-making skills.
• Possess interpersonal skills and the ability to work well with others.
• Possess basic proficiency in Windows based programs.
• Possess intermediate mathematical skills performing calculations involving adding, subtracting, multiplying, and dividing.
• Possess a High School Diploma or equivalent (GED).

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

South Carolina Federal Credit Union is anEqual Employment Opportunity Employer.

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