Account Manager

Coastal Credit Union; Raleigh (NC); On-site; USD 52,000 - 76,000; Full time

Job summary

Coastal Federal Credit Union is seeking an Account Manager to serve as a trusted financial resource for members, guiding them toward informed decisions and helping them reach financial goals. The role emphasizes relationship management, sales execution, and strong branch operations, with active involvement in community engagement.

Responsibilities include providing personalized financial guidance, meeting sales goals, delivering high-quality service across channels, and supporting onboarding and

Qualifications

• Two years' experience in financial services, banking, or relationship management.
• Must be able to learn and retain information; resolve problems and think sequentially.
• Must travel independently and work in outdoor weather conditions.

Responsibilities

• Build trusted relationships with members and help achieve sales goals.
• Provide personalized financial guidance, budgeting and debt-management support.
• Meet sales goals, identify member needs, and suggest suitable products and services.
• Execute branch procedures and ensure adherence to policies.
• Support member engagement initiatives and conduct outreach at community events.
• Collaborate with peers, provide onboarding for new team members.

Education

High school diploma or equivalent; related bachelor's degree preferred

Job description

Job Title: Account Manager

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

Job Summary:

The Account Manager serves as a trusted financial resource for members, helping them make informed decisions about their financial futures while cultivating strong relationships, achieving sales goals, and supporting effective branch operations.

As a key contributor to the Coastal team, your responsibilities will be:

(35%) Member Relationship Management:

• Provide personalized financial guidance, offer tailored insights, tools, and educational resources to help members understand their financial options and make informed decisions.
• Support members by providing guidance in areas such as budgeting, saving strategies, debt management, and setting short- and medium-term financial goals, and build long-term member trust.
• Foster confidence through transparency, reliability, and consistent support that empowers members to take control of their financial well-being.

(25%) Sales Execution & Service Delivery:

• Meet individual sales goals and identify member needs while maintaining a member-first approach.
• Listen actively, uncover financial priorities, and suggest appropriate products, services, or solutions that align with those needs.
• Provide consistent, high-quality support whether in person, online, or through other member touchpoints, and deliver exceptional service across products and channels.

(15%) Operational Support & Compliance:

• Execute branch procedures, ensure individual adherence to policies, and resolve complex transactions.

(15%) Business Development & Community Engagement:

• Contribute to member engagement initiatives by helping prepare materials, making follow-up calls, scheduling appointments, and assisting with targeted campaigns.
• Identify referral opportunities and participate in both in-branch and community-based activities such as staffing informational tables, greeting attendees, answering questions, and sharing Coastal's products and services in a professional, approachable manner.

(10%) Peer Collaboration & Skill Building:

• Actively exchange successful approaches, tips, and lessons learned to improve collective performance with peers.
• Support peers through coaching, shadowing, and constructive feedback
• Provide onboarding for new team members and collaborate on projects that strengthen team skills and cohesion.

Interested? Here are the qualifications we need to see on your resume:

Experience:

• Two years' experience in financial services, banking, or relationship management

Education:

• High school diploma or equivalent; related bachelor's degree preferred

Essential cognitive/physical/social requirements of position:

Must be able to learn and retain information; resolve problems and think sequentially; remain in a stationary position; constantly operate a computer; travel independently; work in outdoor weather conditions; and converse with others on a continual basis.

Deadline for Application: All resumes must be received on or before 11/4/2026

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