Financial Sales Representative

About the role

South Carolina Federal Credit Union is seeking a Financial Sales Representative to join our team at the David McLeod Financial Center in Florence, SC. In this role, you will provide exceptional customer service and offer financial products and services tailored to customers' needs.

A typical day might include:

• Collaborating with team members during the morning huddle to discuss sales goals
• Greeting and building rapport with members in person or over the phone
• Answering member questions about financial processes, such as auto loan applications
• Asking open-ended questions to understand members' financial goals and recommending suitable products
• Following up with members who recently opened accounts
• Briefly discussing wins, challenges, and progress on sales goals with your manager
• Calling members to inform them about new promotions they may qualify for

Responsibilities

• Build relationships with customers and uncover their financial needs in person and over the telephone
• Offer financial products and services that align with customers' needs
• Manage time effectively, stay on track, and meet sales goals
• Consistently follow policies and procedures
• Work cooperatively in a fast-paced, multi-tasking team environment
• Volunteer for new challenges proactively

Requirements

• High school diploma or equivalent
• At least one year of experience in a sales position selling products and/or services, with a proven record of meeting or exceeding sales goals
• Positive attitude

Relevant military experience is considered for veterans and transitioning service members.

Benefits

• Opportunity to build lasting relationships with team members and customers
• Chances to make a difference through community volunteering
• Total wellness program, including workshops and onsite physicals
• Opportunities for growth within the company, with a focus on internal promotions

Schedule

This role offers work/life balance with a schedule that allows for nights and most weekends off.