Regional Member Service Representative
AmeriCU Credit Union, Plattsburgh, NY, United States
Location: 700 Bear Swamp Rd, Peru, NY
Starting Pay: $18/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
Regional 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
Greet members in a professional and enthusiastic manner that encapsulates the MVP-1 Team culture.
Demonstrate a general understanding of AmeriCU’s Strategic Plan and how the role impacts the credit union’s success.
Serve as the primary liaison for introducing members to ITM technology and conducting traditional teller transactions.
Provide a consultative sales approach to meet member financial needs by interpreting credit bureau reports and proactively identifying opportunities to cross‑sell and up‑sell products and services, including secured and unsecured loans, credit cards, and real estate loans.
Retain, expand, and acquire relationships by referring and cross‑selling credit union products and services through courtesy calls or in person.
Contribute to Financial Center lending goals, including error‑free loan documentation.
Develop strong partnerships with line‑of‑business partners to focus on member acquisition and deepen relationships with current members.
Meet or exceed annual sales and service goals.
Serve as the lead trainer for desk and teller line new hires at the assigned FC; may provide support in other regional financial centers as needed.
Record encounters with current and prospective members in the credit union CRM system for tracking purposes.
Accurately perform account servicing and file maintenance as required.
Adhere to all credit union and departmental policies and procedures.
Maintain knowledge of and adhere to all applicable compliance, operational, and risk controls in accordance with credit union or regulatory standards, with particular attention to the Bank Secrecy Act (BSA) and SAFE Act.
Demonstrate 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. Our goal is to hire employees who provide exceptional service to our members and value giving back and supporting the communities we serve.
Benefits
Competitive rates on Medical, Dental, and Vision plans
Generous contribution to a Health Savings Account if enrolled in a high‑deductible health plan
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 clicking on the links below. See why you should choose AmeriCU!
https://www.americu.org/in-our-community/
https://www.americu.org/why-americu/
#J-18808-Ljbffr
Starting Pay: $18/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
Regional 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
Greet members in a professional and enthusiastic manner that encapsulates the MVP-1 Team culture.
Demonstrate a general understanding of AmeriCU’s Strategic Plan and how the role impacts the credit union’s success.
Serve as the primary liaison for introducing members to ITM technology and conducting traditional teller transactions.
Provide a consultative sales approach to meet member financial needs by interpreting credit bureau reports and proactively identifying opportunities to cross‑sell and up‑sell products and services, including secured and unsecured loans, credit cards, and real estate loans.
Retain, expand, and acquire relationships by referring and cross‑selling credit union products and services through courtesy calls or in person.
Contribute to Financial Center lending goals, including error‑free loan documentation.
Develop strong partnerships with line‑of‑business partners to focus on member acquisition and deepen relationships with current members.
Meet or exceed annual sales and service goals.
Serve as the lead trainer for desk and teller line new hires at the assigned FC; may provide support in other regional financial centers as needed.
Record encounters with current and prospective members in the credit union CRM system for tracking purposes.
Accurately perform account servicing and file maintenance as required.
Adhere to all credit union and departmental policies and procedures.
Maintain knowledge of and adhere to all applicable compliance, operational, and risk controls in accordance with credit union or regulatory standards, with particular attention to the Bank Secrecy Act (BSA) and SAFE Act.
Demonstrate 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. Our goal is to hire employees who provide exceptional service to our members and value giving back and supporting the communities we serve.
Benefits
Competitive rates on Medical, Dental, and Vision plans
Generous contribution to a Health Savings Account if enrolled in a high‑deductible health plan
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 clicking on the links below. See why you should choose AmeriCU!
https://www.americu.org/in-our-community/
https://www.americu.org/why-americu/
#J-18808-Ljbffr