Top 10 Financial professional Jobs in Beaufort Sc

Financial Services Representative
CPM FEDERAL CREDIT UNION —Beaufort, SC
- $20.50 an hour
- Office
- High school diploma or GED
- Communication skills
- Tuition reimbursement
- 401(k) matching
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Financial Services Representative - Hilton Head, SC
Fidelity Investments —Hilton Head Island, SC
- Full-time
- Office
- Entry level
- Paid training
Financial Advisor
First Command Financial Services, Inc. —Beaufort, SC
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training

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Financial Services Representative - Hilton Head, SC
Fidelity Investments —Hilton Head Island, SC
We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams.
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Financial Services Representative

CPM FEDERAL CREDIT UNION -
Beaufort, SC

Quick Apply

Job Details

$20.50 an hour

Benefits

Tuition reimbursement
401(k) matching
Employee discount

Qualifications

Live chat
Financial sales
Customer relationship building
Email customer support
Account maintenance
Phone communication
Account troubleshooting
Upselling
Client rapport building
Client inquiry handling
Bank transfers
Promoting bank products
Money transfers
Financial issue resolution
High school diploma or GED
Cross-selling
Customer support for financial loans
Handling account queries
Communication skills
Promoting bank services
Entry level
Client interaction via phone calls

Full Job Description

Financial Services Representative (Beaufort Main)

Calling all sales-oriented professionals with a passion for exceptional customer service! Are you ready to take your career to the next level? We have an exciting opportunity just for you. Join our team at CPM Federal Credit Union as a Financial Services Representative and make a significant impact on our members' financial well-being.

The minimum starting pay for this role is $20.50 per hour. At CPM Federal Credit Union, we consider experience, skills, and internal equity when determining final compensation.

Candidates must be available Monday - Thursday 8 am - 5 pm, and Fridays 8 am - 6 pm.

Position Highlights:

Sales-Focused Role: Showcase your exceptional sales skills by actively cross-selling our Credit Union's products and services to meet our members' financial needs.

Incentive Plan: Be rewarded for your successes with a competitive monthly incentive plan.

Employee-centric: CPM Federal Credit Union has been named a Best Place to Work for 2025!

Growth Opportunities: Our Career Progression Program puts you in control of your success and career!

CPM Perks: Enjoy employee discounts, 401(k) match, educational assistance, ongoing professional development, and wellness programs.

What You’ll Do:

Provide top-notch member service.
Handle a wide range of member inquiries, including account statements, loans, payments, automatic transfers, interest rates, investment certificates, and more.
Use your promptness, courtesy, and expertise to ensure our members' questions and problems are resolved accurately and efficiently.

What You’ll Bring:

Excellent Customer Service Skills: You're a natural people person with a passion for providing exceptional service. Your friendly demeanor, patience, and ability to listen attentively will help you build strong relationships with our valued members.
Effective Communication: You possess strong verbal and written communication skills, enabling you to explain complex information in a clear and concise manner. You'll engage with members over the phone, email, and chat, so effective communication is essential.
Problem-Solving Abilities: You have a knack for finding solutions to challenges and resolving member issues. Your analytical thinking and attention to detail will help you accurately processing loan applications and other financial transactions with ease.
Strong knowledge of Credit Union loan services, policies, and procedures is preferred.
High school diploma or equivalent

Join our team and be a part of a credit union dedicated to empowering our members and building stronger financial futures!

About CPM Federal Credit Union

CPM Federal Credit Union was founded in 1955. Since then, CPM has worked hard to help our members improve their financial well-being. We have offices throughout South Carolina, with our headquarters in North Charleston. Be part of our team of talented professionals and contribute to our mission of empowering our members and our community with opportunities for a brighter financial future.

AFFIRMATIVE ACTION/EEO STATEMENT

CPM Federal Credit Union is an Equal Opportunity Employer who recruits, and hires qualified applicants without regard to race, color, religion, sex, pregnancy, childbirth, and related medical condition (including, but not limited to lactation), sexual orientation, national origin, age, disability, gender identity, protected veteran status or any other protected characteristic..

Quick Apply

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financial professional jobs in beaufort sc

Financial Services Representative

Financial Services Representative - Hilton Head, SC

Financial Advisor

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