Member Financial Solutions Advisor

Allegacy Financial; Greensboro (NC); Sur place; USD 32 000 - 45 000; Plein temps

Résumé du poste

Allegacy Financial seeks a member-focused professional to assist members with transactions, loans, and financial products. You will handle face-to-face service daily, process loan applications, and enter data into CRM.

The role emphasizes building trust, suggesting suitable products, and maintaining strong member relationships. The position requires a High School diploma, cash handling experience, and 2+ years in sales or financial institutions.

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.

Responsabilités

• 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.
• Set follow-up appointments and maintain member relationships.
• Interact face-to-face with members daily to offer financial solutions and guidance.

Connaissances

Customer service

Sales experience

Cash handling

CRM familiarity

Formation

High School diploma

Outils

CRM software

Description du poste

Allegacy Financial seeks a member-focused professional to assist members with transactions, loans, and financial products. You will handle face-to-face service daily, process loan applications, and enter data into CRM.

The role emphasizes building trust, suggesting suitable products, and maintaining strong member relationships. The position requires a High School diploma, cash handling experience, and 2+ years in sales or financial institutions.