Financial Solutions Advisor for Members

Allegacy Federal Credit Union; Mooresville (NC); On-site; USD 34,000 - 52,000; Full time

Job summary

Allegacy Federal Credit Union in Mooresville, NC is seeking a Member Service Advisor to assist members with transactions, deposits, loans, and financial guidance in a fast-paced retail banking setting.

You will deliver friendly, accurate service, build trust with members, explain credit union products, process loan applications, and enter information in our CRM while meeting sales and service goals. This role emphasizes consultative conversations and teamwork within the community.

Qualifications

• High school diploma or equivalent.
• Cash handling experience.
• Two or more years in a sales environment.
• Two years financial institution experience preferred.
• Eligible to be registered as a Mortgage Loan Originator.

Responsibilities

• Provide exclusive customer service and sell financial products.
• Process monetary transactions accurately and efficiently.
• Profile customers in CRM and record referrals.
• Maintain confidentiality of member financial information.
• Offer expert advice and solutions in a sales‑oriented environment.

Skills

Customer service

Sales

Financial products knowledge

CRM/database entry

Education

High School diploma

Mortgage Loan Originator license eligibility

Job description

Allegacy Federal Credit Union in Mooresville, NC is seeking a Member Service Advisor to assist members with transactions, deposits, loans, and financial guidance in a fast-paced retail banking setting.

You will deliver friendly, accurate service, build trust with members, explain credit union products, process loan applications, and enter information in our CRM while meeting sales and service goals. This role emphasizes consultative conversations and teamwork within the community.