Financial Solutions Advisor (Member Services)

Allegacy Federal Credit Union; Indian Trail (NC); Presencial; USD 42.000 - 65.000; Jornada completa

Descripción de la vacante

Allegacy Federal Credit Union in North Carolina seeks a customer-focused Personal Banker who will serve members face-to-face, process transactions, and promote products and services to meet financial needs. The role requires 2+ years in sales or financial services, cash handling experience, and eligibility to be Mortgage Loan Originator.

Strong relationship skills and CRM use are essential. You will collaborate with colleagues across departments, provide trusted advice, and maintain

Formación

• High School graduate or equivalent required
• Cash handling experience preferred
• Two or more years in sales environment, preferably financial products and services
• Two years financial institution experience preferred
• Eligible to be registered as a Mortgage Loan Originator with the Nationwide Mortgage Licensing System

Responsabilidades

• Provide expert financial advice and sell appropriate products and services to meet member needs
• Process monetary transactions accurately and efficiently
• Profile members and record information in CRM; input prospects and referrals
• Face-to-face member interactions and exceptional service in a sales-oriented environment
• Handle member complaints and resolve issues professionally
• Set follow-up appointments and collaborate with other departments as needed

Descripción del empleo

Allegacy Federal Credit Union in North Carolina seeks a customer-focused Personal Banker who will serve members face-to-face, process transactions, and promote products and services to meet financial needs. The role requires 2+ years in sales or financial services, cash handling experience, and eligibility to be Mortgage Loan Originator.

Strong relationship skills and CRM use are essential. You will collaborate with colleagues across departments, provide trusted advice, and maintain