Direct Sales Representative (Banking) jobs in Santa Ana, CA

Direct Sales Representative (Banking) develops new business prospects in specific geographic areas through cold calls. Interacts with existing customers to increase sales of the bank's products and services. Being a Direct Sales Representative (Banking) requires a high school diploma or equivalent. Typically reports to a supervisor or manager. The Direct Sales Representative (Banking) works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Direct Sales Representative (Banking) typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)

Recently Added Direct Sales Representative (Banking) jobs

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Call Center Banking Service Representative
  • Orange County's Credit Union
  • Santa Ana, CA FULL_TIME
  • Working remotely may be granted after completing training and demonstrating outstanding performance during the first six months.

    Workplace Excellence    . Through our associates' opinions and voices, Orange County's Credit Union is a proud recipient of the Peter Barron Stark Award for highest associate satisfaction in the workplace! We're pleased to say we're a premier financial service provider with over 85 years of experience serving 123,000 members. Orange County's Credit Union is currently $2 billion in assets & growing. Our mantra is: Putting People First: Connect, Discover, Deliver & Wow! If you desire to serve people, this role is rewarding, brings purpose to the community, and provides the opportunity to make a difference!

    The successful Call Center Representative has an exuberant demeanor and provides members with general information regarding their accounts, credit union policies, and services through extraordinary Member experiences. By comprehending Member preferences and providing 'trusted advisor' service, you'll match products and services that meet members' financial needs, while building and deepening relationships.

    ESSENTIAL FUNCTIONS:

    Relates favorably with members and colleagues in all encounters, conveying information and communicating with mutual respect, resulting in new account relationships and referrals. Cross-sells additional products and services that meet the member's needs and resolve escalated member issues.

    Assists in areas of Credit Cards, fiduciary accounts such as trust accounts, and more intricate products and services.

    Meets/exceeds your goals, including enhanced Member Survey Scores, Productivity, and Quality Assurance Scores on randomly selected and monitored calls. Assists and contributes to achieving individual, department, branch, and credit union goals and the organization's strategic plan.

    Availability for opening and closing shifts Monday – Friday ranging between 8am – 7:00pm, and two Saturdays per month 9am – 2:00pm.

    QUALIFICATIONS:
    • At least one (1) year of experience in a call center and banking environment, which includes knowledge of sales and service preferred.
    • Possess the aptitude to exercise self-awareness, self-regulation, motivation, inspiration, empathy, and be service-oriented, utilizing influence in a positive manner
    • Must be effective in written and oral communication, including the ability to speak and hear to give and receive instructions and information to others in person and over the telephone
    • Computer knowledge and experience normally expected in professional environments, including Microsoft programs, Outlook scheduling, and the knowledge of how to navigate effectively on the internet
    • Accurately performs mathematical calculations
    • Spanish-bilingual preferred
    Final offers are based on qualifications, internal equity, and the level of position offered. Below are OCCU's Call Center Representative job levels with their corresponding hourly pay ranges:

    Call Center Rep. I: $20.00 (Requires recent call center experience in any industry)
    Call Center Rep. II: $21.00 (Requires recent banking or experience within financial industry)
    Call Center Rep. III: $22.00 (Requires call center banking AND consumer lending experience)

    Generous benefits include:
    • Anthem Vivity HMO & Delta Care USA Dental – OCCU covers 100% of the associates' monthly premium.
    • Life insurance at no cost to associates.
    • 401(k) – OCCU automatically contributes 3% of the associate's earnings PLUS matches up to 5% of the associate's contribution (dollar for dollar).
    • Vacation hours – 13 days per year, rolls over year-to-year and increases with tenure.
    • Sick hours – 7 days per year and rolls over year to year.
    • Paid Holidays
    • Annual performance merit increases
    • Professional and personal development programs, including educational grants up to $2k per year and step progression opportunities.
    • Annual discretionary bonus (2022 was over 7 %!)
    • Professional, welcoming, and collaborative work environment focused on achieving goals, recognizing successes, and excelling at member service.
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Call Center Banking Service Representative
  • O. C. Credit Union
  • Santa Ana, CA FULL_TIME
  • Working remotely may be granted after completing training and demonstrating outstanding performance during the first six months. Workplace Excellence. Through our associates' opinions and voices, Oran...
  • 3 Days Ago
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Sales Representative
  • SealBoss Corp.
  • Santa Ana, CA FULL_TIME
  • SealBoss Corp. Sales Representative Industry: Construction Employment Type: Full-time Reports To : Sales Manager About SealBoss Corp: SealBoss Corp. is a dynamic company in Infrastructure & Concrete R...
  • 16 Days Ago
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V
Sales Representative
  • Vivint
  • Santa Ana, CA FULL_TIME
  • Who is Vivint? We are Vivint, a billion-dollar tech company who has over 1.8 million current subscribers. We are the #1 Home Automation & Security Company in the Nation. We are looking for high qualit...
  • 4 Days Ago
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Sales Representative
  • Kimball Midwest
  • Santa Ana, CA FULL_TIME
  • DESCRIPTION Who Are You?Are you someone who likes the idea of unlimited earning potential? At Kimball Midwest, you have the opportunity to earn what you are worth.Do you value less windshield time and...
  • 27 Days Ago
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Sales Representative
  • Metro by T Mobile Authorized Retailer
  • Santa Ana, CA FULL_TIME
  • *Welcome customers to the company and answer their queries*Ensure high levels of customer satisfaction through excellent sales service*Assess customers needs and provide assistance and information on ...
  • 1 Month Ago
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0 Direct Sales Representative (Banking) jobs found in Santa Ana, CA area

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Direct Sales Account Executive, Norwalk, CT
  • American Advertising Federation
  • Norwalk, CA
  • Discover a career at Optimum, a leading force in the dynamic world of connectivity! We're seeking enthusiastic professio...
  • 4/24/2024 12:00:00 AM
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Sales Manager Business Development
  • C3 Tech
  • Santa Ana, CA
  • Job Description Job Description Company Overview: Copier or Printer Industry C3 Tech is an IT service and office technol...
  • 4/23/2024 12:00:00 AM
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Mortgage Sales Manager
  • Wall Street Funding of America Inc
  • Santa Ana, CA
  • Job Description Job Description We are seeking a driven and enthusiastic Mortgage Sales Manager to become a part of our ...
  • 4/23/2024 12:00:00 AM
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TeleSales Representative - Remote
  • InsuraTec
  • Santa Ana, CA
  • Job Description Job Description TeleSales Representative- Remote Job Description: Are you a self-motivated, driven indiv...
  • 4/23/2024 12:00:00 AM
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Urban Forest Sales Manager
  • Executive Alliance
  • Santa Ana, CA
  • A commercial tree company in Orange County, California seeking an Urban Forest Sales Manager. Seeking someone who can se...
  • 4/23/2024 12:00:00 AM
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Field Sales and Marketing Representative
  • Techtronic Industries - TTI
  • Santa Ana, CA
  • About Us: TTI (Techtronic Industries) is a fast-paced, high energy, organization that rewards out-of-the-box thinking to...
  • 4/22/2024 12:00:00 AM
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Direct Sales Representative
  • KOMPAN Inc Americas
  • Pasadena, CA
  • KOMPAN U.S. is looking for a Direct Sales Representative to function as the playground and outdoor fitness equipment con...
  • 4/21/2024 12:00:00 AM
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Field Sales and Marketing Representative
  • Techtronic Industries - Tti
  • Santa Ana, CA
  • About Us: TTI (Techtronic Industries) is a fast-paced, high energy, organization that rewards out-of-the-box thinking to...
  • 4/21/2024 12:00:00 AM
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About Santa Ana, California

Santa Ana /ˌsæntə ˈænə/ (Spanish for "Saint Anne") is the county seat and second most populous city in Orange County, California in the Los Angeles metropolitan area. The United States Census Bureau estimated its 2011 population at 329,427, making Santa Ana the 57th most-populous city in the United States. Santa Ana is in Southern California, adjacent to the Santa Ana River, about 10 miles (16 km) from the coast. Founded in 1869, the city is part of the Greater Los Angeles Area, the second largest metropolitan area in the United States, with almost 18 million residents in 2010. Santa Ana is a ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Direct Sales Representative (Banking) jobs
$71,002 to $127,933
Santa Ana, California area prices
were up 2.5% from a year ago
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