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AllegacyPosted 3 weeks ago

Member Advisor

On-siteWinston-Salem, North Carolina, United States

Full TimeMedium

Job Summary

Conduct face-to-face customer service and transactional assistance for members, processing loans and deposits via internet, phone, mail, or fax. Provide expert financial advice by listening to member needs, asking clarifying questions, and recommending appropriate AFCU products and services. Profile members in the CRM, set follow-up appointments, and handle complaints while maintaining confidentiality. Collaborate with internal departments including the Call Center, Accounting, and Mortgage teams. Requires two years of financial institution experience, cash handling skills, and eligibility to be bonded.

Required Qualifications

  • High School graduate or equivalent
  • Eligible to be bonded
  • Able to work overtime, as needed

Desired Qualifications

  • Cash handling experience
  • Two or more years in sales environment, preferably financial products and services
  • Two years financial institution experience
  • Eligible to be registered as a Mortgage Loan Originator with the Nationwide Mortgage Licensing System

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