Member Financial Services Consultant - Loans & Planning
coastal credit unionRaleigh, NC
Member Financial Services Consultant - Loans & Planning
coastal credit unionRaleigh, NC
yesterday
Occupations
Personal Financial AdvisorsCredit CounselorsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelIndustries
Credit UnionsCommercial BankingSavings Institutions and Other Depository Credit IntermediationAbout the role
Coastal Federal Credit Union in North Carolina is seeking an Account Manager floater to build rapport with members and act as their personal financial consultant. You will develop and execute your action plan to meet sales and service goals, support branch objectives, and strive for an industry-leading Net Promoter Score while helping members achieve their financial goals.
This role requires a year of retail financial experience, ability to handle confidential information, and willingness to
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JOB OVERVIEW
Experience level
Mid
Location
Raleigh, NC
Occupation
Personal Financial Advisors
Industry
Credit Unions
Posted
yesterday
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