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Financial Sales Representative

Company: South Carolina Federal Credit Union
Location: Charleston
Posted on: March 28, 2020

Job Description:

South Carolina Federal Credit Union is currently seeking a Financial Sales Representative to join our team of outstanding professionals in Charleston, 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

Keywords: South Carolina Federal Credit Union, Charleston , Financial Sales Representative, Accounting, Auditing , Charleston, South Carolina

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