Outbound Sales Representative

San Francisco Federal Credit Union San Francisco , CA 94118

Posted 5 months ago

The Organization:

With an A health rating and solid year over year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 45,000, with assets surpassing $1 billion and branches located in San Francisco and San Mateo County. Continuing along its highly successful growth trajectory, SFFedCU is seeking an Outbound Sales Representative. This position is located at the corporate office location at 770 Golden Gate Ave. in San Francisco.

The Position:

This position is part of an emerging growth strategy serving as a sales and service advocate to members and non-members through outbound calling and outreach efforts. The position concentrates on expanding the relationships of San Francisco Federal Credit Union members through increased products per member through product education and cross-selling.

In addition to assisting members with new account opening, loan applications and answering questions about credit union products and services through outbound calls, they complete outreach efforts to various members for example credit card holders to increase product usage.

The Ideal Candidate:

The ideal individual is highly service driven. They understand the financial service industry and that each successful transaction is dependent on their ability to genuinely connect and listen through excellent telephone communications while being prepared with the most current information on the Credit Union's products and services.

The Compensation:

Compensation is highly competitive and includes an excellent benefits program including*:

  • Highly competitive base pay

  • Sales incentives that begin with dollar one of sales and have no caps

  • Plans with 100% paid premiums on medical, dental, vision insurance, disability and life insurance for employees.

  • 3% automatic 401(k) contribution

  • Profit sharing plan of up to 5% of salary, AND bi-annual incentives up to 12%

  • Annual merit increases

  • Commuter subsidies of $100/month

  • Educational reimbursement of up to $2,000 per year

  • Credit union membership AND discounts on consumer and home loans

  • Generous PTO time and eligibility for overtime

  • Excellent cross-training and development opportunities

  • A Monday through Friday schedule with the occasional need for overtime, holidays and/or Saturdays

  • Benefits subject to change and may have entry requirements

Physical Requirements, Reasonable Accommodation and Work Environment

All reasonable accommodations will be made to ensure a safe and functioning working environment for those individuals who will require such accommodations

  • Requires standing, bending, stooping, sitting, walking, twisting, and turning

  • May require lifting up to 10 pounds

  • Require use of computer keyboard, calculator, and mouse

  • Work environment is indoors; majority of the time is spent sitting/standing at a desk

SFFedCU is an Equal Employment Opportunity Employer. In accordance with federal and state laws, SFFedCU does not discriminate in employment because of race, color, religion, sex, national origin, age, physical and mental disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition (associated with cancer, a history of cancer or genetic characteristics), veteran or military status, sexual orientation, gender, gender identity or gender expression, HIV/AIDS status, genetic information or any other characteristic protected by law.


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Outbound Sales Representative

San Francisco Federal Credit Union