Account Manager

Location
Floater - NC (Raleigh, Apex, Holly Springs, and surrounding areas)

Your impact
As an Account Manager, you'll have the opportunity to use your outgoing personality to build rapport with our members and act as their consultant in meeting their financial needs. You'll also have the opportunity to use your achievement drive, technical skills, and problem solving ideas to provide them with a great experience when you speak to them on the phone or they visit you in the branch.

Contributions you can anticipate making

Developing, implementing, and monitoring your own action plan to achieve personal, branch, and corporate sales and service goals.

Contributing to an atmosphere of teamwork by supporting the branch goals and Coastal's strategic plan.

Using your talents to support the branch performance plan to increase member loyalty and achieve a world class Net Promoter Score.

Helping members with their personal financial goals by uncovering their needs and recommending products or services that will meet those needs.

Analyzing financial and credit information in order to recommend financial planning services, approve loans, or make referrals to business partners when appropriate.

Disbursing Credit Union funds in accordance with our lending guidelines and ensuring proper documentation is completed to maintain collateral integrity and compliance with federal lending regulations.

To be successful in this role, you will be

Someone who thrives on coming up with creative ways to meet or exceed their goals.

A person who is excited to meet new people, develop genuine relationships, and act as their personal consultant to assist them with their financial needs and goals.

An individual who derives satisfaction from taking a concern or problem and seeing it through to resolution.

Someone who's comfortable handling confidential information and enjoys working with details.

Someone who derives a feeling of competence from thoroughly understanding the legalities that go along with a career in lending and finance.

What we need to see on your resume
Experience

One year of retail financial institution experience in a role requiring the meeting of individual sales goals; or a related college degree.

Experience in opening and servicing accounts preferred.

Related lending experience in opening auto loans, credit cards, and equity loans preferred.

Deadline for Application
All resumes must be received on or before 5/22/2026

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Coastal Federal Credit Union is committed to providing reasonable accommodations to applicants who may have disabilities. If you need special assistance or an accommodation in applying for employment, please contact our HR department at jkedra@coastal24.com. Request for reasonable accommodation will be considered on a case by case basis.

How to Apply / Contact
For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.

https://coastal24.applicantpool.com/jobs/1303096-345467.html

Contact Address
South Carolina
508 Hampton Street
Suite 300
Columbia, SC 29201

EEO Statements
VEVRAA Federal Contractor

Minority/Female/Disability/Veterans

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