Financial Sales Representative

  • South Carolina Federal Credit Union
  • Spartanburg, SC, USA
  • Sep 08, 2020
Full time Banking Customer Service Finance Sales

Job Description

South Carolina Federal Credit Union, is currently seeking a Financial Sales Representative to join our team of outstanding professionals in Spartanburg, SC.

Duties include but are not limited to:

  • Consistently meet or exceed sales/performance goal 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.
  • Navigate multiple systems to professionally perform sales tasks in person and by telephone/email with a high degree of accuracy and speed in a high-volume, fast-paced financial center environment.
  • Refer business, mortgage, insurance, and investment products and services.
  • Support and promote teamwork among all areas of the credit union.


Minimum requirements include:

  • One year similar or related experience selling products and/or services with a proven track record of 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 engage in relationship building discussions.
  • High School Diploma or equivalent.

Equal Opportunity Employer