Trusted Member Financial Advisor
Allegacy Financial
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. #J-18808-Ljbffr Allegacy Financial
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Trusted Member Financial Advisor in Statesville, NC vacancy
- 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...Suggested
- ...longstanding commitment to doing right by our members and the communities we serve. Every... ...connections that support the financial wellbeing of those who count on us most... ...daily basis. Nature and Scope Work as a Trusted Advisor offering expert advice Offering depth and...SuggestedLive outWork at office
- United Federal Credit Union is seeking a Teller who provides quality member service and accurately processes counter transactions. The role focuses on meeting sales referral goals for Credit Union products and delivering professional, courteous service. Responsibilities...Suggested
- ...guided by a common purpose to help make financial lives better through the power of every connection... ...dealer, registered investment adviser, **Member SIPC** and a wholly owned subsidiary of... ...of Bank of America Corporation. Trust, fiduciary and investment management services...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
$45k - $100k
...be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500® company. As a Financial Representative, you will work with current and prospective clients in...SuggestedFull time- ...Is Done And Why) The Teller is responsible for providing quality member service, accepting and accurately processing counter... ...Demonstrates Courage Interpersonal Savvy Customer Focus Integrity and Trust Self-Development Business Acumen Mental Requirements Ability...Work at office
- Talentify is seeking a Financial Representative in Statesville, NC, to educate middle-income clients on risk protection, financial security, and wealth creation, and to assess needs and recommend financial solutions in an ethical, client-focused manner. The role involves...
- Organization : Name STATESVILLE NC Default: Location : City STATESVILLE Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and...Work at officeLocal area
- Doosan Bobcat seeks a Senior Finance Analyst to provide financial leadership across forecasting, budgeting, reporting, and strategic planning. You will partner with operations, engineering, and manufacturing to deliver actionable insights that improve profitability and...
- A financial services company in Statesville, NC, seeks a full-time Financial Representative to engage with clients and recommend financial solutions that meet their needs. The ideal candidate will have strong interpersonal skills and be customer-focused, effective in communication...Full time
- Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals through a tailored financial plan and brokerage products. You will triage leads, refer to partners, review goals with...
- ...Information The Senior Finance Analyst is responsible for providing financial leadership and analytical support to business operations... ...as a mentor and resource for Finance Analysts and other team members. Provide guidance and training on financial processes, reporting...Immediate startWorldwide
- ...experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional...Full timeTemporary workPart timeWork at officeShift workNight shiftWeekend workDay shift
- ...associate to provide industry-leading client service in-person and by phone. The role focuses on expanding client relationships, offering financial solutions, and cross-training for teller duties as needed. The position emphasizes meeting service and sales targets, consultative...Weekend workDay shift
- ...Job Description EnergyUnited is seeking a thoughtful, detail-oriented Financial Analyst to help guide sound financial decisions across the cooperative. In this role, you’ll partner with leaders and teams throughout the organization while supporting financial reporting,...Temporary workFor contractorsWork at officeLocal area
- Iredell-Statesville School District Celeste Henkel Elementary School in Statesville, North Carolina seeks a part-time MTSS Coordinator/Interventionist to support multi-tiered systems of support at the school site. Based at Celeste Henkel Elementary, the role involves coordinating...Part time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Trusted Member Financial Advisor. Be the first to apply!
Related searches


