Member Service Representative II at AmeriCU Credit Union

City of Watertown, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

19 Jun, 26

Salary

26.87

Posted On

21 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Member Service, Teller Transactions, Consultative Sales, Cross-Selling, Up-Selling, Loan Documentation, CRM System, Account Servicing, Compliance, Risk Controls, Bank Secrecy Act, SAFE Act, ITM Technology, Relationship Management, Training, Community Engagement

Industry

Banking

Description

Member Service Representative II Location: 871 Arsenal St. Watertown, NY 13601 Starting Pay for this role - $21.50/hour to $26.87.00/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 160,000 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 Service Representative 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. What You’ll Do: As a Member Service Representative your primary responsibilities will include: 1. Greet members in a professional and enthusiastic manner that encases the MVP-1 Team culture. 2. Demonstrates a general understanding of AmeriCU’s Strategic Plan and how their role impacts the success of the credit union. 3. Serve as the primary liaison for introducing members to our ITM technology, as well as conducting traditional teller transactions. 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. Retain, Expand, and Acquire relationships by referring and cross selling credit union products and services through courtesy calls or in person. 6. Demonstrates the ability to contribute to Financial Center lending goals, including error free loan documentation. 7. Develop a strong partnership with line of business partners for the purpose of focusing on member acquisition and deepening the relationship of current members. 8. Meet or exceed annual sales and service goals. 9. Serve as the lead trainer in the assigned FC for both desk and teller line new hires, may be asked to provide support in other regional financial centers as needed. 10. Record encounters with current and prospective members in the credit union CRM system for tracking purposes. 11. Accurately perform account servicing and file maintenance as required. 12. Adhere to all credit union and departmental policies and procedures. 13. Maintain knowledge of and adhere to all applicable compliance, operational, and risk controls in accordance with credit union or regulatory standards and policies, with particular attention to the Bank Secrecy Act and the SAFE act. 14. Demonstrates community engagement and involvement. 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

Primary responsibilities include greeting members professionally, serving as the liaison for ITM technology and traditional teller transactions, and providing consultative sales approaches to meet member financial needs. The role also involves retaining, expanding, and acquiring relationships by cross-selling products and meeting sales and service goals.