Account Manager

Coastal Credit Union; Raleigh (NC); On-site; USD 42,000 - 64,000; Full time

Job summary

Coastal Federal Credit Union in North Carolina is seeking an Account Manager floater to build rapport with members and act as their personal financial consultant. You will develop and execute your action plan to meet sales and service goals, support branch objectives, and strive for an industry-leading Net Promoter Score while helping members achieve their financial goals.

This role requires a year of retail financial experience, ability to handle confidential information, and willingness to

Qualifications

• One year of retail financial institution experience with personal sales goals.
• Experience opening and servicing accounts preferred.
• Related lending experience (auto loans, credit cards, equity loans) preferred.

Responsibilities

• Develop, implement, and monitor your own action plan to achieve sales and service goals.
• Support the branch goals and Coastal's strategic plan as part of a teamwork environment.
• Work toward increasing member loyalty and a top Net Promoter Score.
• Assist members with personal financial goals by recommending products or services.
• Analyze financial information to recommend planning services, approve loans, or referrals.
• Disburse funds per lending guidelines and maintain proper documentation.

Skills

Relationship building

Sales attainment

Financial consulting

Communication

Education

Bachelor's degree

Job description

Account Manager

Location

Floater - NC (Raleigh, Apex, Holly Springs, and surrounding areas)

Your impact

As an Account Manager, you'll have the opportunity to use your outgoing personality to build rapport with our members and act as their consultant in meeting their financial needs. You'll also have the opportunity to use your achievement drive, technical skills, and problem solving ideas to provide them with a great experience when you speak to them on the phone or they visit you in the branch.

The contributions you can anticipate making

• Developing, implementing, and monitoring your own action plan to achieve personal, branch, and corporate sales and service goals.
• Contributing to an atmosphere of teamwork by supporting the branch goals and Coastal's strategic plan.
• Using your talents to support the branch performance plan to increase member loyalty and achieve a world class Net Promoter Score.
• Helping members with their personal financial goals by uncovering their needs and recommending products or services that will meet those needs.
• Analyzing financial and credit information in order to recommend financial planning services, approve loans, or make referrals to business partners when appropriate.
• Disbursing Credit Union funds in accordance with our lending guidelines and ensuring proper documentation is completed to maintain collateral integrity and compliance with federal lending regulations.

To be successful in this role, you will be

• Someone who thrives on coming up with creative ways to meet or exceed their goals.
• A person who is excited to meet new people, develop genuine relationships, and act as their personal consultant to assist them with their financial needs and goals.
• An individual who derives satisfaction from taking a concern or problem and seeing it through to resolution.
• Someone who's comfortable handling confidential information and enjoys working with details.
• Someone who derives a feeling of competence from thoroughly understanding the legalities that go along with a career in lending and finance.

Experience

• One year of retail financial institution experience in a role requiring the meeting of individual sales goals; or a related college degree.
• Experience in opening and servicing accounts preferred.
• Related lending experience in opening auto loans, credit cards, and equity loans preferred.

Education

• Related bachelor's degree preferred.

Deadline for Application

All resumes must be received on or before 10/5/2026

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Coastal Federal Credit Union is committed to providing reasonable accommodations to applicants who may have disabilities. If you need special assistance or an accommodation in applying for employment, please contact our HR department at [e-mail]. Request for reasonable accommodation will be considered on a case by case basis.

"It's our duty to create a workplace and company culture where everyone feels heard and valued, and is appreciated for their unique backgrounds, experiences, and perspectives. At the end of the day, what truly matters is that every person who walks through our doors believes that they are an integral part of our team and can bring their best, true self to work each day. Building a culture of inclusivity means creating an environment where everyone thrives and succeeds together."

-Tyler Grodi, CEO

VEVRAA Federal Contractor

Equal Opportunity/Affirmative Action Employer

Minority/Female/Disability/Veterans