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Jobs at Allegacy Financial (Now Hiring) — 15 open

Allegacy Financial logoAllegacy Financial

Marketing Project Manager

Winston-Salem, North Carolina, United States · On-site

Mid level

Description At Allegacy, our roots run deep — anchored in a longstanding commitment to doing right by our members and the communities we serve. Every role within our organization plays a vital part in nurturing the relat…

Skills: Project Management, Marketing Coordination, Budget Management, Stakeholder Communication, Resource Allocation

Allegacy Financial logoAllegacy Financial

Member Advisor

Indian Trail, North Carolina, United States · On-site

Mid level

Description At Allegacy, our roots run deep — anchored in a longstanding commitment to doing right by our members and the communities we serve. Every role within our organization plays a vital part in nurturing the relat…

Skills: Customer Service, Financial Product Sales, Loan Processing, CRM, Consumer Lending

Allegacy Financial logoAllegacy Financial

Content Creation Manager

Winston-Salem, North Carolina, United States · On-site

Senior

Description At Allegacy, our roots run deep — anchored in a longstanding commitment to doing right by our members and the communities we serve. Every role within our organization plays a vital part in nurturing the relat…

Skills: Video Production, Multimedia Storytelling, Video Editing, Photography, Interviewing

Allegacy Financial logoAllegacy Financial

Member Advisor

Charlotte, North Carolina, United States · On-site

Mid level

Description Description At Allegacy, our roots run deep — anchored in a longstanding commitment to doing right by our members and the communities we serve. Every role within our organization plays a vital part in nurturi…

Skills: Customer Service, Financial Product Sales, Loan Processing, CRM, Consumer Lending

Allegacy Financial logoAllegacy Financial

Lead Member Service Representative

Clemmons, North Carolina, United States · On-site

Mid level

Description Job Description At Allegacy, our roots run deep — anchored in a longstanding commitment to doing right by our members and the communities we serve. Every role within our organization plays a vital part in nur…

Skills: Customer Service, Cash Handling, Sales, Leadership, Supervisory Skills

Allegacy Financial logoAllegacy Financial

Member Care Representative

Greensboro, North Carolina, United States · On-site

Entry level

Description Member Care Representative Greensboro, NC Description At Allegacy, our roots run deep — anchored in a longstanding commitment to doing right by our members and the communities we serve. Every role within our …

Skills: Telephone Communication, Multitasking, Conflict Resolution, Problem Solving, Active Listening

Allegacy Financial logoAllegacy Financial

Fraud Analyst

Winston-Salem, North Carolina, United States · On-site

Mid level

Description At Allegacy, our roots run deep — anchored in a longstanding commitment to doing right by our members and the communities we serve. Every role within our organization plays a vital part in nurturing the relat…

Skills: Fraud Detection, Financial Analysis, AML, KYC, Case Management

Allegacy Financial logoAllegacy Financial

Member Advisor

Hickory, North Carolina, United States · On-site

Mid level

Description At Allegacy, our roots run deep — anchored in a longstanding commitment to doing right by our members and the communities we serve. Every role within our organization plays a vital part in nurturing the relat…

Skills: Customer Service, Financial Product Sales, Loan Processing, CRM, Consumer Lending

Allegacy Financial logoAllegacy Financial

Member Advisor

Greensboro, North Carolina, United States · On-site

Mid level

Description At Allegacy, our roots run deep — anchored in a longstanding commitment to doing right by our members and the communities we serve. Every role within our organization plays a vital part in nurturing the relat…

Skills: Customer Service, Financial Product Sales, Loan Processing, CRM, Consumer Lending

Allegacy Financial logoAllegacy Financial

Member Service Representative

Kernersville, North Carolina, United States · On-site

Entry level

Description Job Description At Allegacy, our roots run deep — anchored in a longstanding commitment to doing right by our members and the communities we serve. Every role within our organization plays a vital part in nur…

Skills: Customer Service, Banking Operations, Cash Handling, Cross-selling, Interpersonal Skills

Allegacy Financial logoAllegacy Financial

Member Care Representative

Greensboro, North Carolina, United States · On-site

Entry level

Description Description At Allegacy, our roots run deep — anchored in a longstanding commitment to doing right by our members and the communities we serve. Every role within our organization plays a vital part in nurturi…

Skills: Telephone Communication, Multitasking, Conflict Resolution, Problem Solving, Active Listening

Allegacy Financial logoAllegacy Financial

Senior Marketing Manager, Lending Growth & Member Relationship Marketing

Winston-Salem, North Carolina, United States · On-site

Senior

Description Make growth personal for North Carolina. At Allegacy Financial®, we believe growth is meaningful when it’s personal. We help North Carolinians achieve important milestones—from purchasing a vehicle and buying…

Skills: Lending Growth Strategy, Member Relationship Marketing, Lifecycle Marketing, Cross-Sell Strategy, Integrated Campaign Leadership

Allegacy Financial logoAllegacy Financial

Senior Marketing Manager, Growth & Deposit Solutions

Winston-Salem, North Carolina, United States · On-site

Senior

Description Make growth personal for North Carolina. At Allegacy Financial®, we believe growth is meaningful when it’s personal. Since 1967, we’ve built trusted relationships by helping people, businesses, and communitie…

Skills: Growth Strategy, Integrated Marketing Campaigns, Member Acquisition, Deposit Growth, Stakeholder Management

Allegacy Financial logoAllegacy Financial

Member Advisor

Valley Oaks, North Carolina, United States · On-site

Mid level

Description General Accountability This position has initial contact with members needing customer service, transactional, deposit and loan assistance. They satisfy member’s financial needs by processing monetary transac…

Skills: Customer Service, Financial Product Sales, Loan Processing, CRM, Consumer Lending

Allegacy Financial logoAllegacy Financial

Member Advisor

Clemmons, North Carolina, United States · On-site

Mid level

Description This position has initial contact with members needing customer service, transactional, deposit and loan assistance. They satisfy member’s financial needs by processing monetary transactions efficiently and a…

Skills: Customer Service, Financial Product Sales, Loan Processing, CRM, Consumer Lending

Allegacy Financial logo

Marketing Project Manager

Allegacy Financial

Winston-Salem, North Carolina, United States • On-site

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Mid level

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  • Full-time
  • bachelor degree, professional certificate
  • Posted 3d ago
  • ~40 hrs/week

Responsibilities

Lead the end-to-end planning, coordination, and execution of multi-channel marketing initiatives to ensure they are delivered on time and within budget. Act as the central point of contact for cross-functional teams while optimizing marketing operations and workflows.

Requirements

Requires a bachelor's degree and 3–5 years of experience in marketing project management, preferably with PMP, CAPM, or Agile certification. Candidates must be proficient in project management platforms and experienced in managing creative teams and agency relationships.

Full job description

Description

At Allegacy, our roots run deep — anchored in a longstanding commitment to doing right by our members and the communities we serve. Every role within our organization plays a vital part in nurturing the relationships that make that promise real. As a member of our team, you'll be empowered to live out our brand every day, building meaningful connections that support the financial wellbeing of those who count on us most.

We are seeking a highly organized and results-driven Marketing Project Manager to lead the planning, coordination, and execution of marketing initiatives across multiple channels. This role serves as the central point of contact for cross-functional teams, ensuring projects are delivered on time, within budget, and aligned with business objectives. The ideal candidate is an excellent communicator, skilled at managing competing priorities, and passionate about driving operational excellence in marketing.

Success in this role means consistently delivering marketing initiatives on schedule, collaborating across teams, proactively resolving challenges, and helping to improve the efficiency and effectiveness of marketing operations.

Role responsibilities:

  • Manage end-to-end marketing projects from planning through execution and post-launch evaluation.
  • Develop project plans, timelines, budgets, and resource allocations to ensure successful delivery.
  • Coordinate with internal stakeholders, including marketing, creative, compliance, data, product, and external vendors.
  • Facilitate project kickoff meetings, status updates, and stakeholder communications.
  • Monitor project progress, identify risks, and implement solutions to keep projects on track.
  • Prioritize multiple concurrent projects while maintaining quality and meeting deadlines.
  • Track project budgets, timelines, and key performance indicators (KPIs).
  • Ensure marketing assets and deliverables meet brand standards and quality expectations.
  • Maintain project documentation, workflows, and reporting using project management tools.
  • Proactively evaluates and recommends enhancements to increase efficiencies from AI to new software solutions.

Requirements

Role requirements: 

  • Proven project management experience within a marketing team, in house agency or within a creative agency.
  • Proficiency with leading project management platforms. 
  • Ability to work independently while managing multiple priorities in a fast-paced environment.
  • Project Management Professional (PMP), Certified Associate in Project Management (CAPM), or Agile certification.
  • Experience working with creative teams, digital marketing campaigns, and marketing automation platforms.
  • Familiarity with CRM systems and analytics tools.
  • Strong attention to detail and is comfortable leading and presenting project updates.
  • Experience managing agency relationships and vendor partnerships.
  • Has a love for marketing and wants to be a part of a wonderful team and credit union helping North Carolinians thrive. 
  • Demonstrates the Allegacy Financial values.

Experience & education requirements:

  • Bachelor's degree in Marketing, Business Administration, Communications, or a related field.
  • 3–5 years of experience in marketing, project management, or a related role.
  • Proven experience managing cross-functional marketing projects from concept to completion.
  • Strong organizational, time management, and problem-solving skills.
  • Excellent written, verbal, and interpersonal communication skills.

Related keywords

Marketing Project ManagerPMPCAPMAgileCRMMarketing AutomationKPIsDigital MarketingCross-functional TeamsVendor PartnershipsProject Management PlatformsBrand StandardsOperational ExcellenceCredit UnionResource AllocationProject Documentation

About Allegacy Financial

LinkedInVisit site
Industry
Financial Services
Company size
201-500 employees
Headquarters
Winston-Salem, NC
LinkedIn followers
7,454

Allegacy Financial is where roots and relationships matter. Founded in 1967 as a credit union to support people in the Winston-Salem area, we’ve grown alongside North Carolina communities by building trusted relationships and local impact. Today, we’re a comprehensive banking and financial partner, offering personal, small business, commercial, and wealth management services. We put our members first, helping them move ahead with expertise and ease. As we continue to expand, our bond remains the same: reinvesting in our communities, guiding our members with care, and helping North Carolinians thrive.

Offices: 1691 Westbrook Plaza Blvd., Winston-Salem, NC 27103, US

BankingFinancial AdviceFinancial PlanningCheckingSavingsMoney MarketAuto LoansMortgage LoansHome Equity Loans/LOCFREE Auto Buying Service
View all jobs at Allegacy Financial

About Allegacy Financial

LinkedInVisit site
Industry
Financial Services
Company size
201-500 employees
Headquarters
Winston-Salem, NC
LinkedIn followers
7,454

Allegacy Financial is where roots and relationships matter. Founded in 1967 as a credit union to support people in the Winston-Salem area, we’ve grown alongside North Carolina communities by building trusted relationships and local impact. Today, we’re a comprehensive banking and financial partner, offering personal, small business, commercial, and wealth management services. We put our members first, helping them move ahead with expertise and ease. As we continue to expand, our bond remains the same: reinvesting in our communities, guiding our members with care, and helping North Carolinians thrive.

Offices: 1691 Westbrook Plaza Blvd., Winston-Salem, NC 27103, US

BankingFinancial AdviceFinancial PlanningCheckingSavingsMoney MarketAuto LoansMortgage LoansHome Equity Loans/LOCFREE Auto Buying Service
View all jobs at Allegacy Financial

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