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Financial Sales

2 months ago

Portland, United States TEKsystems Careers Full time

A large Credit Union based out of the Hillsboro, Oregon area is interested in hiring representatives to their Sales and Service team in a Permanent + Long Term Opportunity This position will be located onsite in Hillsboro Oregon. The team is interested in candidates with experience in Financial Customer Service or Sales roles.
*Description:*
- Support inbound calls from members and perform financial transactions
- Proactively identify and recommend the best products and services for members' needs
- Maintain knowledge of services such as insurance, investments, and mortgage
- Provide 5-star customer service to all members and create a lasting impression
- Meet quarterly metrics and service objectives, along with meeting quarterly sales goals
*Additional Skills & Qualifications:*
- Minimum 1 year of previous experience in a fast-paced customer service role required
- Ability to listen to member needs and suggest appropriate financial products tailored to their needs
- Possess excellent listening skills with the ability to ask probing questions, overcome objections, and understand member concerns





About TEKsystems:

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.