Account Manager

Habitat For Humanity Of Durham; Raleigh (NC); On-site; USD 42,000 - 62,000; Full time

Job summary

Coastal Federal Credit Union is seeking an Account Manager (floater) to serve members across Raleigh, Apex, Holly Springs, and surrounding areas. You will act as a personal consultant to meet financial goals, leveraging strong relationship-building and problem solving in branch interactions and on calls.

The role emphasizes achieving sales and service goals, teamwork, and maintaining compliant lending practices while delivering an exceptional member experience.

Qualifications

• 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.

Responsibilities

• 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.

Education

Related bachelor's degree preferred

Job description

Job Title: 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.

Interested? Here's what we need to see on your resume:

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