Member Advisor

Allegacy Financial; Charlotte (NC); On-site; USD 32,000 - 50,000; Full time

Job summary

Allegacy Financial in Charlotte, NC seeks a frontline member service professional to assist members with banking needs, process transactions, and offer suitable financial products. The role involves direct customer contact, consultative conversations, and referral activities to support members' financial wellbeing.

The position emphasizes accurate processing, a service-first mindset, and collaboration with the financial center team to deliver exceptional member experience.

Qualifications

• High School diploma or equivalent required.
• Cash handling experience preferred.
• Two or more years in a 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 guidance offering expert knowledge of financial products and services.
• Listen to members needs and ask questions to tailor solutions.
• Profile members and record information in CRM; input prospects and referrals.
• Handle face-to-face interactions with members and prospective clients daily.
• Sell Allegacy Financial products and services in a sales-oriented environment.

Skills

Customer service

Sales

CRM

Cash handling

Mortgage knowledge

Interpersonal skills

Education

High School diploma or equivalent

Tools

CRM systems

Microsoft Office

Job description

Description

At Allegacy, our roots run deep — anchored in a longstanding commitment to doing right by our members and the communities we serve. Every role within our organization plays a vital part in nurturing the relationships that make that promise real. As a member of our team, you'll be empowered to live out our brand every day, building meaningful connections that support the financial wellbeing of those who count on us most.

This position has initial contact with members needing customer service, transactional, deposit and loan assistance. They satisfy member’s financial needs by processing monetary transactions efficiently and accurately. This individual will provide excellent customer service and sell products and services to meet the members’ specific needs. They process all loan applications submitted via Internet, phone, mail or fax, ensuring that the correct information is obtained for accuracy. Handle multiple tasks with organizational skills to assist manager and other financial center staff. This position will require face-to-face contact with the membership on a daily basis.

Nature and Scope

• Work as a Trusted Advisor offering expert advice
• Offering depth and breadth of knowledge for financial products and services
• Listen to members needs
• Ask questions to understand member needs
• Develop professional and personal trust among members and fellow colleagues
• Act in a collaborative environment
• Provide insight to member needs by offering appropriate financial solutions
• Analyze and synthesize facts to best meet needs of the member
• Demonstrate relationship building attributes such as:
  • Empathy
  • Integrity
  • Awareness and keen observation
  • Strong values
  • Self-awareness
  • Selfless Independence
  • Big Picture Thinking and Framework
• Face-to-Face interactions with members and prospects
• Exceptional Member Service offered to all members
• Ability to have consultative conversations with members and recommend appropriate financial products and services
• Profile Members and record information in CRM
• Input Prospects and referrals
• Set Follow-Up appointment
• Ability to discuss and sell Allegacy Financial products and services and to operate in a sales oriented environment.
• Knowledge of Consumer Lending, Risk Based Lending and Credit Scoring and Credit Bureau interface for Miser and Velocity
• Handle member complaints, and problems, with the ability to defuse member anger.
• Offer assistance to all Allegacy financial centers, Member Care, Visa, Accounting, and Mortgage Departments, and Anytime Access / Digital Insight
• Display a professional, courteous and helpful attitude to customers internal and external.
• Ability to maintain confidentiality in respect to the member’s financial affairs and confidences
• Eligibility to be bonded
• Able to work overtime, as needed

Requirements

Education and Experience

• 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