Member Relationship Manager: Financial Wellness & Growth

Carolinas League; Raleigh (NC); On-site; USD 55,000 - 75,000; Full time

Job summary

Coastal Federal Credit Union is seeking an Account Manager to serve as a trusted financial resource for members across Raleigh and surrounding areas. The role focuses on building strong member relationships, achieving sales goals, and supporting efficient branch operations.

The candidate will engage with members in person, online, or at events, delivering personalized financial guidance and education. The position emphasizes collaboration with the Coastal team, community engagement, and ongoing

Qualifications

• Two years' experience in financial services, banking, or relationship management.
• High school diploma or equivalent; related bachelor's degree preferred.

Responsibilities

• Provide personalized financial guidance and offer insights, tools, and educational resources to members.
• Meet individual sales goals and identify member needs while maintaining a member-first approach.
• Support branch operations and resolve complex transactions in adherence to policies.
• Contribute to member engagement initiatives and assist with targeted campaigns and community events.
• Coach and onboard new team members and share best practices to improve team performance.

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 across Raleigh and surrounding areas. The role focuses on building strong member relationships, achieving sales goals, and supporting efficient branch operations.

The candidate will engage with members in person, online, or at events, delivering personalized financial guidance and education. The position emphasizes collaboration with the Coastal team, community engagement, and ongoing