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Customer Service Assistant - Roving (PROSPERITY CHURCH) 


Job Description

The primary purpose of this position is to assist Allegacy Federal Credit Union in living out its mission, “to help you make smart financial choices” and support the expected behaviors of the brand culture. To achieve this goal the employee must provide outstanding service to both internal and external members. A key component of this position is to identify the financial needs of the member and recommend an appropriate credit union solution. The consumer-lending assistant is responsible for opening, closing and account maintenance on consumer loans including personal, equity, mortgage, and auto. In addition, this position is responsible for assisting members with monetary transactions and handling multiple tasks, which requires a high degree of organizational skills. This individual must provide excellent customer service and sell Allegacy’s products and services that meet the member’s specific needs. This position will require face-to-face contact with the membership on a daily basis.

Position Requirements

Knowledge, Skills and Abilities

  • Ability to discuss AFCU products and services.
  • Demonstrate strong interpersonal skills, with abilities to handle complaints and problems.
  • Demonstrated successful sales performance.
  • Strong problem solving skills.
  • Ability to diffuse anger quickly and effectively.
  • Ability to handle conflict in a professional manner.
Full-Time/Part-Time Full-Time  
Close Date  
Exempt/Non-Exempt Non-Exempt  
Location Charlotte  
About the Organization Do you get a thrill out of helping people realize their dreams? Do you believe that strong, personal relationships are critical to financial success? Do you want to work for an organization that has its community's best interests at heart? We do, too. That's why we work for Allegacy. Here, you'll find a challenging, rewarding career in one of the most unique entities of the financial industry. Allegacy Federal Credit Union is a place where inclusion and camaraderie thrive, and where everyone is united in their commitment to serving our members.

EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.  
Pay Grade

This position is currently not accepting applications.

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