Trusted Financial Solutions Advisor

Allegacy Federal Credit Union; Winston-Salem (NC); On-site; USD 35,000 - 52,000; Full time

Job summary

Allegacy Federal Credit Union in Winston-Salem, NC seeks a member-focused professional to guide customers through service, transaction, deposit and loan needs, while promoting appropriate financial products and building lasting relationships.

You will process transactions accurately, handle loan applications from various channels, and maintain CRM records in a collaborative, customer-centric environment.

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.

Responsibilities

• Provide excellent customer service and sell products and services to meet members' needs.
• Process loan applications submitted via Internet, phone, mail or fax with accurate information.
• Handle face-to-face member interactions daily and build professional relationships.
• Profile members and record information in CRM; input prospects and referrals.
• Ability to discuss and sell Allegacy Financial products in a sales-oriented environment.

Skills

Customer service

Sales experience

CRM management

Financial products knowledge

Communication skills

Tools

CRM software

Job description

Allegacy Federal Credit Union in Winston-Salem, NC seeks a member-focused professional to guide customers through service, transaction, deposit and loan needs, while promoting appropriate financial products and building lasting relationships.

You will process transactions accurately, handle loan applications from various channels, and maintain CRM records in a collaborative, customer-centric environment.