Financial Sales Representative / Personal Banker

About the role

South Carolina Federal Credit Union is currently seeking a Financial Sales Representative to join their team at the Sam Rittenberg Financial Center in Charleston, SC.

Responsibilities

• 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.

Requirements

• 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.
• A positive attitude.

Qualifications

• Enthusiastic about building relationships with customers and uncovering their financial needs.
• Passionate about the sales profession and taking pride in offering customers financial products and services that fit their needs.
• Excellent at managing time, staying on track, and meeting sales goals.
• Proficient in following policies and procedures.
• A reliable, cooperative team player who thrives in a fast-paced, multi-tasking environment.
• Willing to take on new challenges without being asked.
• Seeking work/life balance with nights and weekends available to spend with family and friends.

Perks

• A chance to build lasting relationships with both team members and customers.
• Opportunities to make a difference through volunteering and community involvement.
• A wellness program that includes workshops, onsite physicals, and more.
• Opportunities for professional growth within a company committed to employee development and internal promotion.

Benefits

• Equal Employment Opportunity Employer.