Member Services Financial Advisor

Allegacy Financial; Hickory (NC); On-site; USD 42,000 - 54,000; Full time

Job summary

Allegacy Financial in Hickory, North Carolina is seeking a Customer Service Representative to assist members with deposits, loans and account needs. You will handle transactions accurately and deliver friendly, professional service in person daily.

Requires at least two years in a sales environment, preferably financial products, and eligibility to be registered as a Mortgage Loan Originator. You will discuss AFCU products with members, build trust and promote financial solutions.

Qualifications

• High School diploma or equivalent is required.
• 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.

Responsibilities

• Provide excellent customer service and sell AFCU products and services to meet members' needs.
• Process transactions, deposits and loan applications accurately and efficiently.
• Profile members and input prospects/ referrals in CRM.

Skills

Customer service

Sales

CRM

Education

High School diploma or equivalent

Job description

Allegacy Financial in Hickory, North Carolina is seeking a Customer Service Representative to assist members with deposits, loans and account needs. You will handle transactions accurately and deliver friendly, professional service in person daily.

Requires at least two years in a sales environment, preferably financial products, and eligibility to be registered as a Mortgage Loan Originator. You will discuss AFCU products with members, build trust and promote financial solutions.