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Financial Consultant Bank Customer Service

Member Experience & Financial Guidance Advisor

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Piedmont Advantage Credit Union
Full Time position
Listed on 2026-01-29
Job specializations:
  • Finance & Banking
    Financial Consultant, Bank Customer Service
  • Customer Service/HelpDesk
    Bank Customer Service
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
A member-focused financial cooperative in Charlotte, NC, is seeking a full-time Member Experience Advisor. The role will involve assisting members with their financial needs, offering product guidance, and ensuring exceptional service. Responsibilities include handling inquiries, managing accounts, and promoting financial products. Ideal candidates possess strong customer service skills and a background in finance. Join a dedicated team committed to member satisfaction, transparency, and trust.
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