Member Advisor & Financial Solutions Consultant

Soqquadro Italiano; Greensboro (NC); Sur place; USD 32 000 - 46 000; Plein temps

Résumé du poste

Allegacy is seeking a customer service and sales-oriented team member for its financial centers. The role emphasizes excellent member interactions, accurate processing of transactions, and selling products and services to meet member needs.

From handling deposits and loan applications to providing expert financial guidance, you will support a broad range of consumer banking activities and work face-to-face with members daily, ensuring service excellence across the branch network.

Qualifications

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

Responsabilités

• Work as a Trusted Advisor offering expert advice
• Offer depth and breadth of knowledge for financial products and services
• Listen to members needs and ask questions to understand their needs
• Develop professional and personal trust among members and colleagues
• Collaborate effectively in a team environment
• Provide insights to member needs by offering appropriate financial solutions
• Analyze facts to best meet member needs
• Demonstrate relationship-building attributes such as empathy and integrity
• Maintain confidentiality of members' financial information and confidences
• Profile members and record information in CRM, input prospects and referrals
• Set follow-up appointments and discuss/sell Allegacy Financial products and services

Formation

High School diploma or equivalent

Description du poste

Allegacy is seeking a customer service and sales-oriented team member for its financial centers. The role emphasizes excellent member interactions, accurate processing of transactions, and selling products and services to meet member needs.

From handling deposits and loan applications to providing expert financial guidance, you will support a broad range of consumer banking activities and work face-to-face with members daily, ensuring service excellence across the branch network.