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Member Financial Advisor & Loan Specialist
Job in
High Point, Guilford County, North Carolina, 27264, USA
Listed on 2026-07-14
Listing for:
Allegacysmart
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Bank Customer Service, Financial Sales -
Customer Service/HelpDesk
Bank Customer Service
Job Description & How to Apply Below
Allegacy is committed to serving members with trusted financial guidance and relationships. This role starts with frontline member contact to provide customer service, process transactions, and assist with deposits and loans.
You will sell products, handle loan applications, and maintain daily face-to-face member interactions. As a trusted advisor, you’ll offer financial solutions, build relationships, and work with other teams to meet member needs.
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