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© All Rights Reserved. ApplyBlast.com
Allegacy Financial
The Member Advisor serves as the initial point of contact for members, providing customer service and processing financial transactions for deposits and loans. This role focuses on understanding member needs to recommend appropriate financial products and services while maintaining accurate records in the CRM system. The position requires strong interpersonal skills to build trust, handle complaints, and collaborate with various internal departments to ensure excellent member service.
Allegacy Financial (formerly Allegacy Federal Credit Union) is a North Carolina-based financial institution offering a comprehensive range of services including personal and business banking, loans, mortgages, insurance, investment planning, and wealth management. Grounded in local expertise and member relationships, the credit union helps individuals and businesses manage money, build credit, and reach their financial goals. Allegacy Financial serves members across North Carolina with both in-branch and digital banking solutions.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Allegacy Financial.
Allegacy Financial didn’t post a salary, so this is our estimate from similar listings.
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