Financial Sales Representative

  • South Carolina Federal Credit Union
  • Columbia, 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 Columbia, 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 sale task in person and by telephone/email with a high degree of accuracy and speed in a high-volume, fast-paced financial center environment.
  • Sales task include, but are not limited to, opening a variety of accounts, loan applications, and other products and services offered by the credit union, as well as conducting other sales related task.
  • Refer business, mortgage, insurance, and investment products and services.
  • Properly verify members' identification and ensure confidentiality of members' information.
  • Actively participate in training activities, coaching sessions, and meetings.
  • Support and promote teamwork among all areas of the credit union.
  • All other duties and responsibilities as assigned.

Minimum requirements include:

  • A minimum of one year of similar or related experience selling products and/or services with a proven record of achieving 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 engage in relationship building discussions.
  • Demonstrated ability to identify and anticipate members' needs and sell products and services.
  • Possess problem solving and decision-making skills.
  • Good interpersonal skills and the ability to work well with others.
  • Solid time management and organizational skills.
  • Basic proficiency in Windows based programs.
  • 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.

Equal Opportunity Employer