Financial Sales Representative

South Carolina Federal Credit Union is currently seeking a Financial Sales Representative to join our team of outstanding professionals in the Columbia Metro Area. This is a full-time position that can be assigned to work at any of our Columbia Financial Center locations; Forest Drive, Northeast Columbia, Sunset and West Columbia.

Duties include but are not limited to:

• 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.

Minimum requirements include:

• 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 an Equal Employment Opportunity Employer.

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