Outbound Sales Advocate I

Company: SkyOne Federal Credit Union
Location: Lewisville
Posted on: February 13, 2026

Job Description:

Job Description Job Description Join SkyOne Federal Credit Union in Lewisville, TX, and embark on a rewarding career as an Outbound Sales Advocate I. This exciting position is onsite, offering a dynamic work environment where you can directly impact our members’ financial journeys. As a key player in our sales team, you'll have the opportunity to build meaningful relationships with members, providing tailored solutions that enhance their lives. At SkyOne, we foster a culture of innovation and accountability, empowering you to take ownership of your performance and contribute to our mission. You'll work collaboratively with a team that values integrity and respect, creating an atmosphere where every idea is welcome and growth is encouraged. If you're passionate about delivering exceptional service and driving results, this position is your chance to shine in a fulfilling and supportive workplace. Your journey towards a satisfying sales career starts here! What would you do as a Outbound Sales Advocate I As an Outbound Sales Advocate I at SkyOne Federal Credit Union, you will play a pivotal role in exceeding sales expectations while upholding our operational policies. This position is all about accountability, as you will develop and deepen member relationships by providing high-quality consultative services. You'll expertly identify member needs, aligning them with value-added SkyOne products and services. Your responsibilities will include processing transactions, updating accounts, opening new accounts, and handling loan applications, all while ensuring you meet the Credit Union’s service standards. Consistently adhering to policies and procedures, you will strive to achieve individual and team performance and sales goals. In addition, you will support business development through proactive outbound sales and service calls, while also providing frontline coverage at our branches and call center, ensuring our members receive the best possible service. Would you be a great Outbound Sales Advocate I? To thrive as an Outbound Sales Advocate I at SkyOne Federal Credit Union, several essential skills and competencies are necessary. First and foremost, you must demonstrate punctuality and professionalism in handling outbound calls, adhering to established standards for member relations. A strong understanding of the credit union's financial goals and strategic direction will enable you to proactively support a service-oriented sales culture. Effective communication is critical, as you will assess members' financial needs through pertinent questioning and tailor solutions accordingly. You should possess advanced knowledge of the credit union’s products and services, applying these insights to enhance member experiences. The ability to consistently achieve sales targets and service performance standards is vital, alongside proficiency in processing transactions accurately in line with policy guidelines. Additionally, mentoring new hires and continuously updating procedures will be expected, alongside compliance with all regulations and maintaining a safe work environment. Ultimately, your success will be measured by your ability to deliver exceptional service while driving credit union initiatives forward. 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 and telephone communication skills. 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. Make your move We believe in taking care of our team, both on and off the job. That's why we offer a mobile-friendly application process - because we know your time is valuable. If you're ready to take your management skills to the next level and join a team that values hard work and good times, complete our application today! Job Posted by ApplicantPro

Keywords: SkyOne Federal Credit Union, Plano , Outbound Sales Advocate I, Sales , Lewisville, Texas