Member Relationship Advisor at AmeriCU Credit Union

City of Watertown, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

24 Jun, 26

Salary

27.69

Posted On

26 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Member Service, Financial Wellness Reviews, Relationship Management, Consultative Sales, Cross-Selling, Up-Selling, Loan Documentation, Business Development, Goal Achievement, Appointment Setting, Referral Follow-up

Industry

Banking

Description

Member Relationship Advisor 871 Arsenal St. Watertown, NY 13601 Starting Pay for this role - $19.84/hour to $27.69/hour, actual starting pay will depend on experience Position is overtime eligible and incentive eligible Who Are We? At AmeriCU, we’re not your typical financial institution. We’re a not‑for‑profit credit union with over $2.8 billion in assets, serving 170,000+ members across Central New York and beyond. For 75 years, AmeriCU has stayed true to its core values, placing people at the heart of every decision — our members, our employees, and our community. We're proud to be recognized as one of the Best Companies to Work for in New York State (2025) and named by American Banker as one of the top credit unions to work for nationwide! If you’re looking for a place where your career can grow and your work has real impact — you’re in the right place. The Opportunity: 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, drawing upon a strong understanding of how front‑line interactions—such as those a member may experience with a teller—set the foundation for long‑term financial engagement. 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, including helping members transition from basic transactions typically handled by a teller to more comprehensive advisory conversations. 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—leveraging insights gained from prior member interactions, whether they originated with a teller or another branch representative. Grow Your Career With Us! Whether you’re building your career or expanding it, AmeriCU offers professional development, mentorship, and opportunities to advance. Our team values integrity, community impact, and excellent service — and we love helping employees build meaningful careers. Benefits You’ll Love * Competitive Medical, Dental & Vision coverage * Generous Health Savings Account contribution (with HDHP enrollment) * Paid Holidays * Paid Time Off — Personal, Sick, and Birthday Time Off * Employee Appreciation Events * 401(k) with employer match (after 1 year of service) * Employee Assistance Program * Tuition Reimbursement for full‑time employees (after 1 year of service) * Life Insurance & AD&D for full‑time employees at no cost * 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, expanding, and retaining member relationships. Primary duties include conducting financial wellness reviews, building financial fitness through account acquisition and retention, and utilizing a consultative sales approach to meet member financial needs.