Customer Service & Sales Rep - Financial

Customer Service & Sales Rep - Financial

17 Oct 2024
Oregon, Hillsboro, 97123 Hillsboro USA

Customer Service & Sales Rep - Financial

A National 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 any 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

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.

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