Member Relationship Advisor at AmeriCU Credit Union

Cortland, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

23 Jun, 26

Salary

24.8

Posted On

25 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Wellness Reviews, Relationship Management, Consultative Sales, Credit Bureau Interpretation, Cross-Selling, Up-Selling, Loan Documentation, Sales Goal Achievement, Member Acquisition, Business Development, Account Management

Industry

Banking

Description

Member Relationship Advisor 3944 NY Route 281 Suite 15 Cortland, NY 13045 Starting Pay for this role - $19.84/hour to $24.80/hour, actual starting pay will depend on experience Position is overtime eligible and incentive eligible Who Are We? AmeriCU is a not-for-profit credit union based in Rome, NY with assets in excess of $2.7 Billion and serving a membership base of over 170,000 members across Central New York, the United States, and beyond. For 75+ years we have been committed to our members, our employees, and our communities. In 2025, we were once again recognized as one of the Best Companies to Work for in New York State and recognized by American Banker as one of the best credit unions in the United States to work for, ranking 38th nationwide! The Position: AmeriCU Credit Union is in search of a Member Relationship Advisor who aligns directly with our mission to provide our members with the right financial services to live life, dream big, and achieve financial success, and our vision to be the most admired organization in every community we serve. As a Member Relationship Advisor you will provide professional and quality service that exceeds member expectations. Evaluate member needs to provide the right financial products and services. Develop, manage, expand and retain relationships with members and potential members. Educate and prepare members for financial success. What You’ll Do: As a Member Relationship Advisor your primary responsibilities will include: 1. Demonstrates a general understanding of AmeriCU’s Strategic Plan and how their role impacts the success of the credit union 2. Provide knowledgeable and professional service to our members while taking them through financial wellness reviews 3. Building financial fitness with members by retaining, expanding, and acquiring all types of personal and commercial accounts 4. Providing a consultative sales approach to meet our members financial needs by effectively interpreting credit bureau reports, proactively identifying opportunities to cross-sell and up sell beneficial products and services to include secured and unsecured loans, credit cards and real estate loans. 5. Demonstrates the ability to contribute to Financial Center lending goals, including error free loan documentation. 6. Develop a strong partnership with line of business partners for the purpose of focusing on member acquisition and deepening the relationship of current members 7. Meet or exceed annual sales and service goals as assigned 8. Calling on book of business, setting appointments, following up on referrals and going out into the field to obtain new business Come grow with us! Whether you are just starting out or have been working in your field already, we offer opportunities for growth and advancement. It is our goal to hire employees who will provide exceptional service to our members and who value giving back and supporting the communities we serve. In addition, we offer the following benefits: Competitive rates on our Medical, Dental and Vision plans Generous contribution to your Health Savings Account, if you choose to enroll in one of AmeriCU’s High Deductible Health plans Paid Holidays Paid Time off Employee Appreciation Events 401(k) Matching after 1 year of employment Employee Assistance Program Tuition Reimbursement for Full-time employees after 1 year of employment Life Insurance & Accidental Death & Dismemberment Insurance, free to all Full-time employees Enhanced Short Term Disability – at no cost to you! Get to know us more by clinking on the links below. See why YOU should choose AmeriCU! https://www.americu.org/in-our-community/ [https://www.americu.org/in-our-community/] https://www.americu.org/why-americu/ [https://www.americu.org/why-americu/]

Responsibilities

The Member Relationship Advisor will provide professional and quality service by evaluating member needs to offer appropriate financial products and services, while developing, managing, and retaining member relationships. Primary duties include conducting financial wellness reviews, building financial fitness through account acquisition and expansion, and utilizing a consultative sales approach for loans and other services.