MEMBER RELATIONSHIP ADVISOR

295 Grant Ave, Auburn, NY 13021
Starting Pay for this role - $20.50/hour to $26.00/hour, actual starting pay will depend on experience
Position is overtime eligible and incentive eligible

As a Member Relationship Advisor your primary responsibilities will include:

• Demonstrates a general understanding of AmeriCU’s Strategic Plan and how their role impacts the success of the credit union
• Provide knowledgeable and professional service to our members while taking them through financial wellness reviews
• Building financial fitness with members by retaining, expanding, and acquiring all types of personal and commercial accounts
• 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.
• Demonstrates the ability to contribute to Financial Center lending goals, including error free loan documentation.
• Develop a strong partnership with line of business partners for the purpose of focusing on member acquisition and deepening the relationship of current members
• Meet or exceed annual sales and service goals as assigned
• Calling on book of business, setting appointments, following up on referrals and going out into the field to obtain new business