Member Services Financial Advisor

Allegacy Financial; Mooresville (NC); Sur place; USD 35 000 - 52 000; Plein temps

Résumé du poste

Allegacy Financial in Mooresville, NC seeks a staff member who provides exceptional customer service while selling financial products to meet members' needs. You will process deposits and loans, handle multiple tasks, and maintain accurate member records in the CRM.

Daily face-to-face member interaction is required. Two or more years in a sales environment, preferably with financial products, and a high school diploma are required.

Qualifications

• Two or more years in sales environment, preferably financial products and services.
• High School graduate or equivalent required.

Responsabilités

• Provide excellent customer service and sell products and services to meet members' needs.
• Process monetary transactions accurately and efficiently.
• Profile members and record information in CRM; input prospects and referrals.
• Set follow-up appointments and discuss appropriate AFCU products and services.
• Handle member complaints and maintain confidentiality.

Connaissances

Customer service

Sales

CRM

Formation

High School diploma or equivalent

Description du poste

Allegacy Financial in Mooresville, NC seeks a staff member who provides exceptional customer service while selling financial products to meet members' needs. You will process deposits and loans, handle multiple tasks, and maintain accurate member records in the CRM.

Daily face-to-face member interaction is required. Two or more years in a sales environment, preferably with financial products, and a high school diploma are required.