Member Relationship Advisor III
700 Bear Swamp Rd. Peru, NY 12972 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: 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, including helping members transition from basic transactions typically handled by a teller to more comprehensive advisory conversations. 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—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!
#J-18808-Ljbffr
700 Bear Swamp Rd. Peru, NY 12972 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: 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, including helping members transition from basic transactions typically handled by a teller to more comprehensive advisory conversations. 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—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!
#J-18808-Ljbffr