SkyOne Federal Credit Union · 15 hours ago
Outbound Sales Advocate III
Lewisville, TX
Full-time
Onsite
Mid Level
$26.40/hr - $33/hr
3+ years expSkyOne Federal Credit Union is seeking a Full Time Outbound Sales Advocate III in Lewisville, TX, where your success is celebrated and your contributions are valued. In this role, you will drive sales and build relationships while providing tailored financial solutions to enhance members' lives.
BankingFinanceFinancial Services
Hiring Manager
Desmond Bibbs
Responsibilities
Consistently exceeding sales expectations while demonstrating a strong grasp of operational processes, including audits, compliance, and business account maintenance
Cultivating and deepening member relationships through high-quality consultative service
Actively supporting team development by sharing best practices and reinforcing positive sales behaviors
Processing transactions, updating accounts, opening new accounts, and handling loan applications while adhering to the Credit Union's rigorous service standards
Contributing to business development efforts, ensuring that members receive value-added products and services that meet their specific needs
Qualification
Required
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
Company
SkyOne Federal Credit Union
SkyOne is a Federal Credit Union that provides financial services specifically for aviation professionals and their families.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$15M2024-02-14Debt Financing· $15M
Leadership Team
Joseph Whitaker
President & CEO
Scott Ko, CPA, MBA
Chief Financial Officer
Recent News
Business Insider
2023-12-24
Company data provided by crunchbase