Member Advisor

Allegacy Financial
Hickory, NC
Category Customer Service
Job Description
Role Overview

As a member of our team, you'll be empowered to live out our brand every day, building meaningful connections that support the financial wellbeing of those who count on us most. This position has initial contact with members needing customer service, transactional, deposit and loan assistance.

What You Will Do

Provide excellent customer service, process monetary transactions efficiently and accurately, sell products and services to meet members' specific needs, and handle multiple tasks with organizational skills.

Why It Might Be a Fit

This role requires a Trusted Advisor offering expert advice, offering depth and breadth of knowledge for financial products and services, and developing professional and personal trust among members and fellow colleagues.

Requirements

  • 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
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