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Outbound Sales Advocate III

United States, Dallas · Job Posted January 03, 2026
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Job Description

Your role as an Outbound Sales Advocate III As an Outbound Sales Advocate III at SkyOne Federal Credit Union, you will be at the forefront of member engagement, consistently exceeding sales expectations while demonstrating a strong grasp of operational processes, including audits, compliance, and business account maintenance. Your role not only involves cultivating and deepening member relationships through high-quality consultative service but also actively supporting team development by sharing best practices and reinforcing positive sales behaviors. You will be responsible for a variety of tasks, including processing transactions, updating accounts, opening new accounts, and handling loan applications-all while adhering to the Credit Union's rigorous service standards. With a focus on outbound sales and exceptional service, you will contribute to business development efforts, ensuring that members receive value-added products and services that meet their specific needs, all within a supportive team environment that promotes accountability and innovation.

Job Responsibility

  • Processing transactions
  • Updating accounts
  • Opening new accounts
  • Handling loan applications
  • Adhering to the Credit Union's rigorous service standards
  • Cultivating and deepening member relationships through high-quality consultative service
  • Supporting team development by sharing best practices and reinforcing positive sales behaviors
  • Contributing to business development efforts
  • Ensuring members receive value-added products and services that meet their specific needs

Requirements

  • 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

What we offer

  • Medical, vision, dental, and life and disability insurance
  • Eligibility to enroll in company 401(k) plan

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