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Member Advisor - Roving West Region 


At Allegacy, there’s a common thread that runs through all of us. It’s our commitment to doing right and our promise to members to always do the right thing for their wellbeing. Every employee in our organization is accountable to living out our brand in meaningful ways as our promise motivates our beliefs, our behaviors, and the benefits we share together. In order to achieve this state of success, this position assists members with loan applications, new memberships and other AFCU product account openings. This position provides customer service throughout the loan request/and or account opening process and is responsible for cross-selling other Allegacy products and services. This position will handle multiple tasks involving organizational skills to assist the financial center manager and other financial center staff.


Nature and Scope


This position reports to the Financial Center Manager. This position must provide needs-based financial advice and counsel to assist members in choosing AFCU as their primary financial institution.


Specific Accountabilities


  • Deliver exceptional member service to every member, every time by ensuring employees deliver consistently high quality service to both internal and external member that is in alignment with our Brand Culture.
  • Meet or exceed established service goals
  • Ensure thorough understanding of expectations and consistently exhibit Allegacy behaviors.
  • Ability and willingness to rove among all financial centers

  • Participate in or lead projects as assigned to enable them to have cross-functional exposure to other credit union departments and staff.
  • Assist sales efforts within the financial center
  • Consult with members to ascertain request and make appropriate product recommendation
  • Process loan applications to ensure prompt examination of applicant’s credit worthiness, loan closing are completed timely, and are consistent with AFCU policies and procedure.
  • Educate and coach other employees on offering and selling AFCU products and services
  • Recommend other credit union products (cross-sell) based on identified needs through the interview process. Typically 50% of this job’s requirements are cross selling.
  • Assist other departments throughout the credit union to grow membership and increase community awareness of AFCU.
  • Incorporate AFCU performance attributes in daily work activities along with the willingness and ability to display a professional, courteous and helpful attitude to members (internal as well as external).
  • Assist manager with audit compliance as well as security, safety and maintenance of financial center assigned.

Position Requirements

Knowledge, Skills and Abilities


  • Demonstrated successful sales performance that support and promote a sales and service culture within AFCU.
  • Ability to work well with others and demonstrate leadership qualities.
  • Demonstrates strong verbal and written communication skills.
  • Ability to discuss, recommend and open all AFCU’s programs and services.
  • Demonstrated customer service skills, including problem solving for members.
  • Ability to conduct business in a professional manner, exercising personal discretion and independent judgment, while maintaining compliance with policies, laws, and regulations.
  • Ability to maintain confidentiality in respect to the member’s financial affairs.


Education and Experience

  • High school diploma.
  • Two or more years’ experience in a retail sales banking environment.
  • Undergraduate degree in business or related degree preferred.
  • Demonstrated familiarity and proficiency with computers required.
  • Eligible to be registered as a Mortgage Loan Originator with the Nationwide Mortgage Licensing System.

Full-Time/Part-Time Full-Time  
Close Date  
Exempt/Non-Exempt Non-Exempt  
Location 013 - Clemmons/Allegacy Village  
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 accepting applications.

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