Member Financial Services Consultant - Loans & Planning
coastal credit unionRaleigh (NC)
Member Financial Services Consultant - Loans & Planning
Posted yesterday
coastal credit unionRaleigh (NC)
SENIORITY
Mid
About 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
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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