What are the responsibilities and job description for the Outbound Sales Advocate III position at SkyOne Federal Credit Union?
HIGH-PERFORMING SALES EXPERIENCE REQUIRED
Join SkyOne Federal Credit Union as a Outbound Sales Advocate III in Lewisville, TX, where your success is celebrated and your contributions are valued. This onsite position allows you to work closely with a dedicated team that shares a commitment to performance, innovation, and member satisfaction. You'll have the opportunity to enhance our members' lives by offering tailored financial solutions that meet their unique needs. Working in a vibrant environment, you'll be empowered to take accountability for driving sales and building lasting relationships. Collaborate with colleagues who respect your ideas and foster a culture of integrity and excellence.
If you're passionate about making a difference and eager to grow professionally in the credit union industry, this is the opportunity for you. Join us at SkyOne Federal Credit Union and help shape the future of financial services.
Your role as a Outbound Sales Advocate III
As an Outbound Sales Advocate III at SkyOne Federal Credit Union, you will be at the forefront of member engagement, consistently exceeding sales expectations while demonstrating a strong grasp of operational processes, including audits, compliance, and business account maintenance. Your role not only involves cultivating and deepening member relationships through high-quality consultative service but also actively supporting team development by sharing best practices and reinforcing positive sales behaviors. You will be responsible for a variety of tasks, including processing transactions, updating accounts, opening new accounts, and handling loan applications-all while adhering to the Credit Union's rigorous service standards.
With a focus on outbound sales and exceptional service, you will contribute to business development efforts, ensuring that members receive value-added products and services that meet their specific needs, all within a supportive team environment that promotes accountability and innovation.
What matters most
To thrive as an Outbound Sales Advocate III at SkyOne Federal Credit Union, you need a unique blend of skills and attributes that drive both sales performance and exemplary member service. Punctuality is essential, as daily attendance directly impacts team efficiency and success. You must possess excellent communication skills, handling outgoing calls with professionalism and courtesy while adhering to established guidelines.
A deep understanding of the credit union's financial goals and strategic direction will enable you to proactively support sales and service initiatives. Advanced knowledge of our products and services is crucial, allowing you to assess financial needs accurately and offer tailored solutions. Sales acumen is key, as you'll be expected to consistently exceed targets and model best practices for peers.
Additionally, proficiency in handling various transactions while ensuring compliance with relevant regulations is vital. Your ability to mentor new hires and engage in peer shadowing will further elevate team performance and contribute to a thriving service culture.
QUALIFICATIONS
- Minimum of 3 years' experience in a financial services call center.
- Must be able to work onsite from the Dallas 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, interpersonal, written, and telephone communication skills.
- Effective training, shadowing, and peer-mentoring skills.
- Must have a high level of interpersonal skills to handle sensitive and confidential situations.
- Ability to exercise discretion and sound judgment.
- Must possess a superior level of member service, be a positive role model for staff, and demonstrate a high level of commitment to the organization.
- Strong organizational skills and ability to manage multiple priorities.
- 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 have these qualities and meet the basic job requirements, we'd love to have you on our team. Apply now using our online application!
Salary : $26 - $33