Financial Solutions Advisor (Member Services)
Allegacy Financial
Allegacy Federal Credit Union in North Carolina seeks a customer-focused Personal Banker who will serve members face-to-face, process transactions, and promote products and services to meet financial needs. The role requires 2+ years in sales or financial services, cash handling experience, and eligibility to be Mortgage Loan Originator. Strong relationship skills and CRM use are essential. You will collaborate with colleagues across departments, provide trusted advice, and maintain #J-18808-Ljbffr Allegacy Financial
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Solutions Advisor (Member Services) in Indian Trail, NC vacancy
- ...has initial contact with members needing customer service, transactional, deposit and... ...assistance. They satisfy member’s financial needs by processing... ...Work as a Trusted Advisor offering expert advice... ...offering appropriate financial solutions Analyze and synthesize...SuggestedWork at office
Allegacy Federal Credit Union
Indian Trail, NC16 hours ago - Truist Financial Corporation is seeking a client-focused professional in North Carolina to provide service in person and over the phone, expand client relationships, and guide customers to suitable financial solutions. The role includes occasional teller duties and requires...SuggestedWork at officeWeekend work
- ...and are dedicated to providing excellent service that makes a positive impact on the... ...understood while confidently recommending solutions. You’re motivated by goals and growth, and... ...acquisition goals. Collaborate with team members to coordinate outreach strategies. Track...SuggestedWork at office
- ...focused on securing futures with financial guidance and products. Our... ...financial products to help members protect their families and their... ...personalized investment solutions to help clients work toward their... ...about the financial services their families could utilizeNetworking...SuggestedWork at officeLocal area
Modern Woodmen
Monroe, NC4 days ago - Lendmark Financial Services Job PostAt Lendmark Financial Services, we believe the success of our company is specifically attributable to the... ...customer experience while providing personal loan solutions. This position focuses on building a customer base through sales...SuggestedWork at office
Lendmark Financial Services
Matthews, NC3 days ago - ...sexpenses.In this role, our team members thrive in a competitive... ...ensuringtimelyand efficient service Exceed customer expectations... ...life cycle, presenting tailored solutions based on customer needs Manage... ...based on start date) OneMain Financial (NYSE: OMF) is the leader in...Full timeTraineeshipLocal areaMonday to Friday
OneMain Financial
Wesley Chapel, NC2 days ago - ...expenses. In this role, our team members thrive in a competitive... ...ensuring timely and efficient service Exceed customer expectations... ...cycle, presenting tailored solutions based on customer needs Manage... ...on start date) OneMain Financial (NYSE: OMF) is the leader in...Full timeTraineeshipLocal areaMonday to Friday
Jobtome
Stallings, NC5 hours ago - ...them to the right banking products, services, and digital tools to help them manage... ...service with growth. As a member of a leading financial institution, this role provides a strong... ...relevant banking products, services, and solutions Drive branch growth by...Work experience placementFlexible hours
- Bank of America Corporation seeks a Financial Advisor to provide comprehensive advice and customized financial solutions. The role includes triaging leads, meeting with clients to review goals, building financial plans with brokerage products, and referring to business...
- OneMain Financial is hiring a Collections Specialist to assist customers with loan and credit card servicing through inbound and outbound contacts. You will help determine optimal solutions and navigate multiple systems to support customers and meet targets. The role requires...
- Bank of America Corporation in the United States seeks a client-focused financial professional to deliver comprehensive financial guidance and customized solutions to help clients reach their goals. The role involves triaging leads, making referrals to partners, and developing...Monday to Friday
- ...Title Responsible for providing an industry leading client service experience both in person and on the phone through the... ...expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and...Temporary workWork at officeNight shiftWeekend work
- Truist Financial Corporation in the United States is seeking an experienced client service and sales professional to build and expand relationships at the branch level. You will handle teller duties as needed while focusing on delivering an industry-leading client experience...
- Truist Financial Corporation is seeking a customer-focused financial professional to build... ...person and by phone, delivering financial solutions and referrals to specialists as needed.... ...to branch sales goals through excellent service. You will support a 1st shift with...Temporary workDay shift
- OneMain Financial is seeking a Collections Specialist to assist customers with financial servicing needs through inbound and outbound contact, including personal loans and credit cards. You will work independently and as part of a team to meet targets, negotiating with...
- ...rotations in operations and Sales & Service. There will be a... .... The Personal Banker I is a Financial Center position focused on using... ...transactions as well as working as a member of the platform staff.... ...services and recommend appropriate solutions using our value proposition....Work experience placementWork at office
- Truist Financial Corporation is seeking a client-focused banking professional in the United... ...client relationships, offer financial solutions, and support teller duties as needed to... ...to policies while delivering excellent service at the branch. #J-18808-Ljbffr Sigma Gamma...Full time
- ...we help thousands of clients reach their financial goals. Peoples Bank is one of the... ...banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky... ...have the ability to research and offer solutions to resolve customer issues by using...Part timeWork experience placementLocal areaNight shift
Peoples Bancorp (OH)
Matthews, NC3 days ago - ...rotations in operations and Sales & Service. There will be a... .... The Personal Banker I is a Financial Center position focused on using... ...transactions as well as working as a member of the platform staff.... ...services and recommend appropriate solutions using our value proposition....Full timeWork experience placementWork at office
Fifth Third Bank
Indian Trail, NC12 hours ago - ...First Citizens Bank Sales And Service Representative Are you a people person? Be a First Citizens person. Join our branch team and... ...legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines....Work at officeImmediate startShift work
- OneMain Financial is seeking a Loan Sales Specialist to engage customers, present tailored financing solutions, and manage the loan lifecycle from application to payoff. You will work... ...goals. The role emphasizes customer service excellence, adherence to regulations, and...
- OneMain is seeking a Loan Sales Specialist to listen to customer needs and offer accessible financing options. The role emphasizes speed, empathy, and achieving branch goals in a competitive environment. Responsibilities include managing the loan process (including collections...
- SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar-athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client relationship...Full timePart time
- ...experience aimed at improving customer financial wellbeing and creating loyalty while increasing... ...in creating customized customer solutions.Managing Risk - Assessing and effectively... ...Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging...Full timeTemporary workPart timeWork at office
PNC
Monroe, NC3 days ago - ...AnalystJoin the industry leader in automated door solutions! ASSA ABLOY Entrance Systems is a global... ...perks like tuition reimbursement and service awards.Meaningful Impact: Your work will... ...plays a critical role in supporting the financial health of the business and contributing...For contractorsWork at officeWorldwideFlexible hours
Assa Abloy Group
Monroe, NC16 hours ago - ...ASSA ABLOY Entrance Systems, Pedestrian Door Solutions in Monroe, NC seeks a Credit Associate to support the credit Shared Service function. You will assist underwriting, collections, and customer service tasks, collaborating with the Director of Credit & Collections and...
record-usa
Monroe, NC16 hours ago - ...relationships through loans, deposits and treasury services.You will source and structure commercial... ...strong local network, solid credit and financial statement skills, and a bachelor's... ...that our value is in our ability to deliver the right solutions at the right time....Permanent employmentFull timeLocal area
gpac
Monroe, NC1 day ago - ...ABLOY Entrance Systems, Pedestrian Door Solutions**Join the industry leader in automated door... ...perks like tuition reimbursement and service awards.**2. Meaningful Impact**Your work... ...plays a critical role in supporting the financial health of the business and contributing...Temporary workFor contractorsWork at officeWorldwideFlexible hours
- ...interactions to support acquisition goals. Collaborate with team members to coordinate outreach strategies. Track activity and report... .... Previous experience in marketing, outreach, or customer service preferred. Must be able to obtain applicable state insurance...Work at office
- ...Connections (IFCC), a leader in aviation staffing solutions, is seeking an experienced Finance &... ...-on accounting responsibilities with financial planning, reporting, and business... ...Experience in staffing, aviation, professional services, or another labor-intensive industry....Contract work
In-Flight Crew Connections
Mint Hill, NC6 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Solutions Advisor (Member Services). Be the first to apply!
Related searches
- finance financial Indian Trail, NC
- financial Indian Trail, NC
- finance Indian Trail, NC
- entry level finance remote Indian Trail, NC
- financial services Indian Trail, NC
- finance operations Indian Trail, NC
- other financial services Indian Trail, NC
- finance training Indian Trail, NC
- entry level accounting finance Indian Trail, NC
- financial customer service representative Indian Trail, NC