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Member Financial Services Consultant - Loans & Planning

Job in Raleigh, Wake County, North Carolina, 27601, USA
Listing for: Coastal Credit Union
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Financial Sales, Banking & Finance, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 42000 - 64000 USD Yearly USD 42000.00 64000.00 YEAR
Job Description & How to Apply Below

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

This posting is for the Member Financial Services Consultant - Loans & Planning role at Coastal Credit Union, based in Raleigh, NC, United States.

This opportunity is part of our work in Sales.

The advertised compensation is 42.000 - 64.000.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

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