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Member Financial Advisor

Job in Statesville, Iredell County, North Carolina, 28625, USA
Listing for: Allegacy Financial
Full Time position
Listed on 2026-08-28
Job specializations:
  • Finance & Banking
    Financial Sales, Bank Customer Service
Salary/Wage Range or Industry Benchmark: 36000 - 54000 USD Yearly USD 36000.00 54000.00 YEAR
Job Description & How to Apply Below
Position: Trusted Member Financial Advisor

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.

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