Financial Sales Representative / Personal Banker (Columbia)

South Carolina Federal Credit Union Lake Murray of Richland, SC 2019-06-10

South Carolina Federal Credit Union is currently seeking a full-time Financial Sales Representativeto join our team of outstanding professionals in Columbia, SC.

Duties include but 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 sales tasks in person and by telephone/email with a high degree of accuracy and speed in a high-volume, fast-paced financial center environment.
- Refer business, mortgage, insurance, and investment products and services.
- Support and promote teamwork among all areas of the credit union.

Minimum requirements include:

- One year similar or related experience selling products and/or services with a proven track record of 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.
- High School Diploma or equivalent.

NOTE: Relevant military experience is considered for veterans and transitioning service men and women.

Equal Opportunity Employer

Job Type: Full-time


  • Sales: 1 year (Required)
  • Customer Service: 1 year (Preferred)


  • High school or equivalent (Required)
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