Member Experience Financial Advisor

Allegacy Federal Credit Union; Greensboro (NC); On-site; USD 38,000 - 52,000; Full time

Job summary

Allegacy Federal Credit Union is seeking a customer-focused professional to assist members with financial needs, process transactions, and promote financial products and services.

The role emphasizes face-to-face member interaction, accurate loan processing, and building trusted relationships within a collaborative team. Prior sales experience in financial services is preferred, with potential Mortgage Loan Originator eligibility.

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 excellent customer service and sell products and services to meet members' needs.
• Process loan applications submitted via Internet, phone, mail or fax, ensuring accurate information.
• Profile members and record information in CRM.
• Handle face-to-face interactions with members daily and build relationships.
• Assist manager and other staff with organizational tasks and follow-up appointments.

Skills

Customer service

Sales experience

CRM knowledge

Education

High school diploma or equivalent

Tools

CRM

Job description

Allegacy Federal Credit Union is seeking a customer-focused professional to assist members with financial needs, process transactions, and promote financial products and services.

The role emphasizes face-to-face member interaction, accurate loan processing, and building trusted relationships within a collaborative team. Prior sales experience in financial services is preferred, with potential Mortgage Loan Originator eligibility.