Member Financial 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

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.