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1 Financial Service Representative I Job in Charleston, SC

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South Carolina Federal Credit Union
Charleston, SC | Full Time
$46k-64k (estimate)
3 Months Ago
Financial Service Representative I
$46k-64k (estimate)
Full Time | Consumer Services 3 Months Ago
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South Carolina Federal Credit Union is Hiring a Financial Service Representative I Near Charleston, SC

South Carolina Federal Credit Union is currently seeking a Full-Time FinancialService Representative I to join our team of outstanding professionals at our James Island Financial Center in James Island, SC. 

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

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

  • Participate in a morning huddle brainstorming with team members about ways to meet referral goals.
  • Talk with a customer about the payoff amount for their auto loan.
  • Review and deposit a check into a customer's account.
  • Cash a large payroll check.
  • Meet with a service leader to review your current performance.
  • Balance your drawer before heading home.

This job might be for you if:

  • You are a whiz at handling cash and thrive in a fast-paced environment. Multitasking is your strength.
  • You connect well with others and you’re comfortable talking to people. You are not bothered by offering financial products and services to customers.
  • You are seeking some work/life balance and want a schedule that allows you to spend nights and weekends with family and friends.
  • You are awesome at consistently following policies and procedures.
  • You are cool under pressure. You don’t get flustered or take it personally when you have to deal with an irate customer.
  • You volunteer for new challenges without being asked.

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 cash handling experience in a customer service or banking environment, and a positive attitude.

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

South Carolina Federal Credit Union is anEqual Employment Opportunity Employer.#TeamBlue23

Job Summary

JOB TYPE

Full Time

INDUSTRY

Consumer Services

SALARY

$46k-64k (estimate)

POST DATE

01/18/2023

EXPIRATION DATE

05/14/2024

WEBSITE

scfederal.org

HEADQUARTERS

Virginia Beach, VA

SIZE

200 - 500

INDUSTRY

Consumer Services

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The following is the career advancement route for Financial Service Representative I positions, which can be used as a reference in future career path planning. As a Financial Service Representative I, it can be promoted into senior positions as a Sales Representative II - Licensed that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Service Representative I. You can explore the career advancement for a Financial Service Representative I below and select your interested title to get hiring information.

If you are interested in becoming a Financial Service Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Service Representative for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Financial Service Representative job description and responsibilities

They arrange meetings with clients, suggest suitable financial products or services based on clients' financial goals, and ensure that clients are satisfied with their purchases.

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Maintain comprehensive knowledge of all services and products and update all request on development needs.

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Provide efficient sales and services to customers and monitor sales for all referral objectives.

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A financial service representative may advance his career by obtaining certifications and building up more and more accounts.

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To acquire clients, the representative may need to make cold calls, knock on doors, or attend financial seminars.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Financial Service Representative jobs

Be very, very careful when selecting a financial services representative.

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Provide Financial Advice Financial services representatives match financial products to their customers' needs and provide them with appropriate financial advice to help them meet their goals.

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Step 3: View the best colleges and universities for Financial Service Representative.

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