Member Relationship Advisor
What’s Upstate, Fort Drum, NY, United States
Member Relationship Advisor
Location: 10750 Enduring Freedom Drive, Fort Drum, NY 13602
Starting pay: $19.84–$24.80 per hour (actual depends on experience). Overtime and incentive eligible.
AmeriCU Credit Union is a not‑for‑profit credit union based in Rome, NY, serving over 170,000 members.
Position Overview The Member Relationship Advisor provides professional, quality service that exceeds member expectations. Evaluate member needs to provide the right financial products and services and develop, manage, expand, and retain relationships with members and potential members.
Key Responsibilities
Demonstrate a general understanding of AmeriCU’s Strategic Plan and its impact.
Provide knowledgeable, professional service to members through financial wellness reviews.
Build financial fitness with members by retaining, expanding, and acquiring personal and commercial accounts.
Use a consultative sales approach to meet members’ financial needs, interpret credit reports, and identify opportunities to cross‑sell and up‑sell products such as loans, credit cards, and real estate loans.
Contribute to Financial Center lending goals, including error‑free loan documentation.
Develop a strong partnership with line‑of‑business partners to focus on member acquisition and deepen relationships.
Meet or exceed annual sales and service goals as assigned.
Call on book of business, set appointments, follow up on referrals, and go out into the field to obtain new business.
Benefits
Competitive rates on Medical, Dental, and Vision plans.
Generous contribution to Health Savings Account.
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 full‑time employees.
Enhanced Short Term Disability at no cost.
Competitive pay, growth opportunities, and a supportive community‑focused environment.
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Starting pay: $19.84–$24.80 per hour (actual depends on experience). Overtime and incentive eligible.
AmeriCU Credit Union is a not‑for‑profit credit union based in Rome, NY, serving over 170,000 members.
Position Overview The Member Relationship Advisor provides professional, quality service that exceeds member expectations. Evaluate member needs to provide the right financial products and services and develop, manage, expand, and retain relationships with members and potential members.
Key Responsibilities
Demonstrate a general understanding of AmeriCU’s Strategic Plan and its impact.
Provide knowledgeable, professional service to members through financial wellness reviews.
Build financial fitness with members by retaining, expanding, and acquiring personal and commercial accounts.
Use a consultative sales approach to meet members’ financial needs, interpret credit reports, and identify opportunities to cross‑sell and up‑sell products such as loans, credit cards, and real estate loans.
Contribute to Financial Center lending goals, including error‑free loan documentation.
Develop a strong partnership with line‑of‑business partners to focus on member acquisition and deepen relationships.
Meet or exceed annual sales and service goals as assigned.
Call on book of business, set appointments, follow up on referrals, and go out into the field to obtain new business.
Benefits
Competitive rates on Medical, Dental, and Vision plans.
Generous contribution to Health Savings Account.
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 full‑time employees.
Enhanced Short Term Disability at no cost.
Competitive pay, growth opportunities, and a supportive community‑focused environment.
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