Trusted Member Financial Advisor

Allegacy Financial; Statesville (NC); On-site; USD 36,000 - 54,000; Full time

Job summary

Allegacy Financial is seeking a Customer Service Associate in Statesville, NC. You will handle in-branch transactions, assist members with deposits and loans, and provide trusted financial guidance face-to-face every day.

You will drive member satisfaction by offering appropriate financial solutions, logging CRM data, and coordinating follow-ups. Requires a high school diploma, 2+ years in sales, and Mortgage Loan Originator eligibility.

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.

Responsibilities

• Process monetary transactions accurately and efficiently.
• Provide excellent customer service and sell financial products and services.
• Handle face-to-face member interactions daily.
• Profile members and record information in CRM; input prospects and referrals.

Skills

Customer service

Sales orientation

Relationship building

CRM knowledge

Education

High school diploma

Tools

CRM software

Job description

Allegacy Financial is seeking a Customer Service Associate in Statesville, NC. You will handle in-branch transactions, assist members with deposits and loans, and provide trusted financial guidance face-to-face every day.

You will drive member satisfaction by offering appropriate financial solutions, logging CRM data, and coordinating follow-ups. Requires a high school diploma, 2+ years in sales, and Mortgage Loan Originator eligibility.