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Floater - Financial Sales Representative - Charleston Market

 

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South Carolina Federal Credit Union is currently seeking a Floater - Financial Sales Representative / Personal Banker to join our team of outstanding professionals in our Charleston Market. This is a full-time position that can be assigned to work at any of our 14 locations in the Charleston area based on need.

 

Note: Floater – Financial Sales Representatives will receive an additional premium added to their base salary.

 

Are you passionate about helping others?  Do you enjoy interacting with customers regularly and working in a team environment? As a Financial Sales Representative, you will provide exceptional customer service and offer financial products and services that meet the customers' needs.

As a Financial Sales Representative, a typical day might look like this:

  • 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.

This job might be for you if:

  • You enjoy building relationships with customers and uncovering their financial needs in person and over the telephone.
  • You are passionate about the sales profession and take pride in offering customers financial products and services that fit their needs.
  • You are a pro at managing your time, staying on track and meeting your goals.
  • You are awesome at consistently following policies and procedures. 
  • You are a reliable, cooperative team player, and thrive in a fast-paced, multi-tasking environment.
  • You volunteer for new challenges without being asked.
  • You are seeking some work/life balance and want a schedule that allows you to spend nights and most weekends with your family and friends.

The Perks:

We know that pay and benefits are important to you, and they are important to us too. Join our team and you'll enjoy:

  • A chance to build lasting relationships with not only your team, but our customers as well. 
  • Opportunities to make a difference by volunteering and getting involved in the community.
  • A company that cares about your total wellness by providing a program that includes workshops, onsite physicals, and more.
  • Opportunities to grow within a company that's dedicated to your development and promoting talent internally.

To land this role, you need to have 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, and a positive attitude. Apply online at www.scfederal.jobs.

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.

 

 #TeamBlue23

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Average salary estimate

$50000 / YEARLY (est.)
min
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$40000K
$60000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Floater - Financial Sales Representative - Charleston Market, South Carolina Federal Credit Union

Are you ready to take your sales career to the next level? South Carolina Federal Credit Union is currently on the lookout for a dynamic Floater - Financial Sales Representative to join our outstanding team in the beautiful Charleston Market! This full-time role is perfect for individuals who thrive in a fast-paced environment and are excited about the idea of being assigned to multiple locations based on the needs of our community. Here, you'll be engaging daily with customers to offer them financial products and services that truly meet their needs. Picture starting your day collaborating with your team, discussing sales goals, and then spending the day greeting members, answering their queries about products like auto loans, and making personalized recommendations based on their financial goals. You’ll also follow up with clients to ensure their satisfaction and even connect with them over the phone about promotions tailored for them. This role isn’t just about hitting sales targets; it’s about building relationships and making a real difference in the lives of customers! What's more? You will not only enjoy a competitive salary but also a premium for your flexibility in floating between locations. Bring your passion for customer service, your sales skills, and your friendly demeanor to our team where you’ll be supported in your career growth while maintaining a healthy work/life balance. Sign up to become a key player with South Carolina Federal Credit Union today!

Frequently Asked Questions (FAQs) for Floater - Financial Sales Representative - Charleston Market Role at South Carolina Federal Credit Union
What are the primary responsibilities of a Floater - Financial Sales Representative at South Carolina Federal Credit Union?

As a Floater - Financial Sales Representative at South Carolina Federal Credit Union, your primary responsibilities will include greeting members, answering their questions about financial products, recommending services based on their needs, and following up on accounts. You will also participate in team discussions regarding sales goals and actively contribute to achieving these targets through excellent customer relations.

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What qualifications do I need to apply for the Floater - Financial Sales Representative position at South Carolina Federal Credit Union?

To qualify for the Floater - Financial Sales Representative role at South Carolina Federal Credit Union, you need to have at least a high school diploma and a year of experience in a sales-oriented position. Additionally, a proven track record of meeting or exceeding sales goals is essential, along with a positive and energetic attitude towards customer service.

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How does being a Floater benefit my career at South Carolina Federal Credit Union?

As a Floater at South Carolina Federal Credit Union, you'll gain a unique experience by working at various locations, which allows you to interact with diverse customer needs. This flexibility not only enhances your adaptability but also opens doors to networking opportunities within the company, leading to potential career growth and development.

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What kind of sales training does South Carolina Federal Credit Union provide for its Floater - Financial Sales Representatives?

South Carolina Federal Credit Union is committed to the professional growth of its employees. As a Floater - Financial Sales Representative, you will receive extensive training on our products, sales techniques, and customer relationship management, equipping you with the tools necessary to succeed in each of your roles and exceed sales goals.

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Is there an opportunity for advancement as a Floater - Financial Sales Representative at South Carolina Federal Credit Union?

Absolutely! South Carolina Federal Credit Union is dedicated to promoting talent from within. As a Floater - Financial Sales Representative, you'll have access to numerous opportunities for advancement within the organization, especially as you demonstrate your sales aptitude and commitment to superior customer service.

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Common Interview Questions for Floater - Financial Sales Representative - Charleston Market
Can you describe a time when you exceeded a sales goal?

To respond effectively, focus on a specific example where you exceeded a sales target. Mention the steps you took to achieve that goal, such as developing a new sales strategy or understanding customer needs in more depth. Highlight the positive impact this had on your team or company and how it reflects your commitment to customer service and sales excellence.

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How do you handle difficult customers?

When addressing difficult customers, explain how you prioritize listening to their concerns and responding empathetically to understand their needs. Provide an example of a challenging situation you managed successfully, focusing on how your approach built rapport and ultimately led to resolving their issue.

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What motivates you to succeed in sales?

Identify specific motivations that align with your passion for sales. This could include setting personal goals, the excitement of helping customers achieve their financial objectives, or enjoying the challenge of exceeding targets. Relate this to how that motivation translates into success at South Carolina Federal Credit Union.

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How do you prioritize your tasks in a fast-paced environment?

To tackle this question, discuss your time management strategies, such as creating daily task lists, setting priorities based on urgency or importance, and using tools (like calendars or task apps) to keep track. Provide a real-world example of how a particular strategy helped you meet deadlines while maintaining quality service.

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Can you explain how you would approach recommending a financial product to a customer?

Outline a systematic approach: first, build rapport with the customer, actively listen to their needs, and ask open-ended questions to uncover their goals. Then, present a tailored suggestion that aligns with their financial objectives, and make sure to communicate the benefits clearly, allowing the customer to feel confident in the choice.

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Why do you want to work as a Floater for South Carolina Federal Credit Union?

Express your enthusiasm about the role by connecting it to your skills and values. Mention how the dynamic work environment aligns with your desire for variety and customer interaction, as well as the values of community service and financial empowerment that South Carolina Federal Credit Union embodies.

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What strategies do you use for effective teamwork?

Emphasize your understanding of collaboration in achieving sales goals. Describe how you encourage open communication, respect diverse ideas, and collectively address challenges as a team. Mention a successful team project you were involved in to illustrate effective teamwork in action.

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How do you keep updated with financial products and industry regulations?

Show your proactive nature by discussing how you stay informed through continuous learning, such as attending training sessions, reading industry news, subscribing to relevant professional journals, or participating in forums. Conveying your commitment to staying knowledgeable speaks volumes about your other qualities.

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What role does customer feedback play in your sales approach?

Indicate the importance of customer feedback as a lens to improve product offerings and service. Illustrate how you’ve utilized feedback in past experiences to adjust your sales strategies or enhance customer satisfaction, leading to repeat business or referrals.

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How would you handle a challenging situation with a team member?

Discuss a conflict resolution strategy involving open communication and collaboration. Emphasize your approach of seeking to understand the other person's perspective first and then working towards a solution collectively, reinforcing teamwork and a positive working environment.

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VISION MISSION & VALUE STATEMENTS VISION: To anticipate and provide simple solutions for members’ financial needs. MISSION: To provide convenient and competitive financial services that exceed our members’ expectations. VALUE: In the last th...

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DATE POSTED
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