Member Financial Advisor & Relationship Lead

Coastal Credit Union; Raleigh (NC); On-site; USD 52,000 - 76,000; Full time

Job summary

Coastal Federal Credit Union is seeking an Account Manager to serve as a trusted financial resource for members, guiding them toward informed decisions and helping them reach financial goals. The role emphasizes relationship management, sales execution, and strong branch operations, with active involvement in community engagement.

Responsibilities include providing personalized financial guidance, meeting sales goals, delivering high-quality service across channels, and supporting onboarding and

Qualifications

• Two years' experience in financial services, banking, or relationship management.
• Must be able to learn and retain information; resolve problems and think sequentially.
• Must travel independently and work in outdoor weather conditions.

Responsibilities

• Build trusted relationships with members and help achieve sales goals.
• Provide personalized financial guidance, budgeting and debt-management support.
• Meet sales goals, identify member needs, and suggest suitable products and services.
• Execute branch procedures and ensure adherence to policies.
• Support member engagement initiatives and conduct outreach at community events.
• Collaborate with peers, provide onboarding for new team members.

Education

High school diploma or equivalent; related bachelor's degree preferred

Job description

Coastal Federal Credit Union is seeking an Account Manager to serve as a trusted financial resource for members, guiding them toward informed decisions and helping them reach financial goals. The role emphasizes relationship management, sales execution, and strong branch operations, with active involvement in community engagement.

Responsibilities include providing personalized financial guidance, meeting sales goals, delivering high-quality service across channels, and supporting onboarding and