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Financial Sales Representative / Personal Banker

Company: South Carolina Federal Credit Union
Location: Columbia
Posted on: August 15, 2019

Job Description:

South Carolina Federal Credit Union is currently seeking a Financial Sales Representative to join our team of outstanding professionals at the West Columbia Financial Center.

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, Columbia , Financial Sales Representative / Personal Banker, Accounting, Auditing , Columbia, South Carolina

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