Member Solutions Advisor

Soqquadro Italiano; Hickory (NC); On-site; USD 38,000 - 52,000; Full time

Job summary

Allegacy is seeking a customer-focused professional to greet and assist members, process transactions, and promote financial products. You will handle loan applications, collaborate with center staff, and build trusted relationships through face-to-face interactions.

The role requires a high school diploma, at least two years in sales, and preferred banking experience. Training and growth opportunities are provided.

Qualifications

• High School graduate or equivalent required.
• 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 (NMLS).

Responsibilities

• Provide excellent customer service and sell AFCU products and services.
• Process monetary transactions accurately and efficiently.
• Handle loan applications submitted via Internet, phone, mail or fax.
• Profile members and record information in CRM; input prospects and referrals.
• Set follow-up appointments and maintain confidentiality of members’ financial information.
• Interact face-to-face with members daily and work in a sales-oriented environment.

Skills

Customer service

Sales experience

Communication

Confidentiality

Education

High School diploma or equivalent

Job description

Allegacy is seeking a customer-focused professional to greet and assist members, process transactions, and promote financial products. You will handle loan applications, collaborate with center staff, and build trusted relationships through face-to-face interactions.

The role requires a high school diploma, at least two years in sales, and preferred banking experience. Training and growth opportunities are provided.