In-Person Financial Solutions Advisor

Allegacy; Indian Trail (NC); Sur place; USD 32 000 - 52 000; Plein temps

Résumé du poste

Allegacy is seeking a customer-focused professional to assist members with deposits, loans and everyday transactions. You will work face-to-face daily, deliver an outstanding service experience, and proactively recommend appropriate financial products.

Leverage cash handling and sales experience in a trusted-advisor role, using CRM to profile members, input referrals and schedule follow-ups while upholding confidentiality.

Qualifications

• High School diploma 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.

Responsabilités

• Provide excellent customer service and sell products and services to meet member needs.
• Process loan applications submitted via Internet, phone, mail or fax with accurate information.
• Record information in CRM and manage follow-up appointments.
• Discuss and sell Allegacy Financial products and services in a sales oriented environment.
• Interact face-to-face with members daily and maintain confidentiality.

Connaissances

Customer service

Sales skills

Relationship building

Communication

Formation

High School diploma or equivalent

Mortgage Loan Originator registration

Outils

CRM

Description du poste

Allegacy is seeking a customer-focused professional to assist members with deposits, loans and everyday transactions. You will work face-to-face daily, deliver an outstanding service experience, and proactively recommend appropriate financial products.

Leverage cash handling and sales experience in a trusted-advisor role, using CRM to profile members, input referrals and schedule follow-ups while upholding confidentiality.