Outbound Sales Advocate
New Today
Join SkyOne Federal Credit Union as a Full-Time Outbound Sales Advocate and be part of a dynamic team that is dedicated to improving members' lives through innovative financial solutions. Located in Lewisville, TX, this onsite position offers an exciting opportunity to engage directly with our members, helping them discover tailored financial products that fit their unique needs. You will have the chance to showcase your sales skills while contributing to a culture of performance and accountability. Working in an environment that values integrity and respect, you will collaborate with like-minded professionals who are passionate about delivering effortless, rewarding experiences for our members.
Apply now to be a pivotal part of our mission and make a meaningful impact in your community!
Your role as aN Outbound Sales Advocate As a Full-Time Outbound Sales Advocate at SkyOne Federal Credit Union, you will be accountable for cultivating and enhancing member relationships through high-quality consultative service. Your role will involve identifying member needs and aligning them with our value-added products and services. Responsibilities include processing transactions, updating accounts, opening new accounts, and managing loan applications, all while addressing member inquiries effectively. You will ensure adherence to policies and procedures while consistently meeting both individual and team performance and sales targets.
Additional support for business development efforts will be part of your duties, involving outbound sales and service calls, along with providing frontline coverage at our branches and call center. This position is integral to delivering a rewarding member experience while promoting our mission of meaningful financial solutions.
Requirements for this Outbound Sales Advocate job To thrive as an Outbound Sales Advocate at SkyOne Federal Credit Union, you will need a combination of interpersonal skills, sales acumen, and technical competencies. Meeting monthly outbound sales goals is a core expectation of this role , requiring a results-driven mindset and a proactive approach to member engagement.
Punctual attendance is essential to ensure consistent performance and availability for outbound calling campaigns. Your ability to handle outgoing calls in a professional and courteous manner will reflect our commitment to exceptional member service while driving meaningful conversations that uncover financial needs and lead to product recommendations.
A deep understanding of the credit union's financial goals and a strong alignment with our sales and service culture are critical. You will be expected to consistently promote and sell SkyOne products and services, contributing directly to individual and team sales performance.
Proficiency in using account information to assess member needs and tailor solutions is vital. You should have advanced knowledge of our offerings, including loan rates, fees, and account activities, to provide accurate and compelling information. Being self-reliant, mentoring new hires, and identifying process improvements will further enhance your impact.
Finally, compliance with regulatory requirements and maintaining a safe, professional work environment are essential to your success in this role.
QUALIFICATIONS
Minimum of 3 years' experience in a financial services call center.
Must be able to work onsite from our Lewisville, TX location 5 days a week, and attend Credit Union sponsored community events based on business needs.
Strong cross-selling and telemarketing skills.
Excellent member service and telephone communication skills.
Strong knowledge and understanding of financial products and services.
Windows, Word, Excel, and Internet proficiency.
A high degree of confidentiality.
A positive, professional image within the workplace.
Effective verbal and written communication skills.
Our team needs you! If you're ready to take your skills to the next level and join a team that values hard work and good times, complete our application today!
Job Posted by ApplicantPro
- Location:
- Hawthorne
- Job Type:
- FullTime