Financial Solutions Advisor – Member Services

Allegacy Financial; Winston-Salem (NC); On-site; USD 42,000 - 54,000; Full time

Job summary

Allegacy Financial in Winston-Salem seeks a Customer Service and Sales Associate to assist members with deposits, loans, and banking needs. You will process transactions accurately, provide friendly guidance, and promote AFCU products.

The role emphasizes face-to-face member interaction, teamwork, and adherence to security and privacy. Applicants should have 2+ years in sales, cash handling preferred, and eligibility to register as a Mortgage Loan Originator.

Qualifications

• 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.

Responsibilities

• Provide trusted advisor service and expert advice.
• Develop professional and personal trust among members and colleagues.
• Sell AFCU products and services in a sales oriented environment.
• Record member information in CRM and set follow-up appointments.
• Handle member complaints and provide excellent customer service.

Skills

Customer service

Sales experience

Financial products knowledge

CRM experience

Education

High School diploma or equivalent

Mortgage Loan Originator registration

Tools

CRM software

Job description

Allegacy Financial in Winston-Salem seeks a Customer Service and Sales Associate to assist members with deposits, loans, and banking needs. You will process transactions accurately, provide friendly guidance, and promote AFCU products.

The role emphasizes face-to-face member interaction, teamwork, and adherence to security and privacy. Applicants should have 2+ years in sales, cash handling preferred, and eligibility to register as a Mortgage Loan Originator.