Trusted Member Advisor: Financial Solutions

Allegacy Federal Credit Union; Statesville (NC); On-site; USD 40,000 - 60,000; Full time

Job summary

Allegacy Federal Credit Union is seeking a member-facing Financial Center Associate in Statesville, NC. The role requires handling cash and member transactions, while offering knowledgeable financial guidance and product recommendations.

You will engage with members face-to-face daily, process loan applications, and contribute to sales goals within a collaborative team environment. Mortgage licensing eligibility is expected.

Qualifications

• Experience in a sales environment, preferably financial products and services.
• Cash handling experience.
• Strong customer service skills with the ability to upsell products.

Responsibilities

• Provide excellent member service and sell AFCU products and services.
• Process loan applications received via Internet, phone, mail or fax with accuracy.
• Satisfy members' financial needs by performing transactions and advising on solutions.
• Profile members and record information in CRM; input prospects and referrals.

Skills

Sales experience

Cash handling

Customer service

CRM experience

Education

High school diploma

Mortgage Loan Originator licensing

Job description

Allegacy Federal Credit Union is seeking a member-facing Financial Center Associate in Statesville, NC. The role requires handling cash and member transactions, while offering knowledgeable financial guidance and product recommendations.

You will engage with members face-to-face daily, process loan applications, and contribute to sales goals within a collaborative team environment. Mortgage licensing eligibility is expected.