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Member Relationship Advisor

What’s Upstate · Garland City Trailer Park, NY, USA ·

Pay:
$19.84/hour
Job type:
Full Time

Member Relationship Advisor

871 Arsenal St.
Watertown, NY 13601

Starting Pay for this role - $19.84/hour to $24.80/hour, actual starting pay will depend on experience

Position is overtime eligible and incentive eligible

Position Summary: Member Relationship Advisor
AmeriCU Credit Union is seeking a motivated

Member Relationship Advisor

who is passionate about helping members achieve financial success. This role aligns directly with our mission to provide the right financial solutions so members can live life, dream big, and achieve their goals.

As a

Member Relationship Advisor , you will deliver exceptional service, build strong relationships, and provide consultative financial guidance tailored to each member’s needs.

Key Responsibilities: Member Relationship Advisor

Provide professional, high-quality service that exceeds member expectations

Conduct financial wellness reviews and recommend appropriate financial products and services

Build and maintain strong relationships with members and prospective members

Retain, expand, and acquire consumer and commercial accounts

Utilize a consultative sales approach to identify opportunities for:

Loans (secured and unsecured)

Credit cards

Real estate lending solutions

Interpret credit bureau reports and assess financial needs

Contribute to Financial Center lending goals, ensuring accurate and compliant loan documentation

Partner with internal business lines to drive member acquisition and deepen existing relationships

Meet or exceed established sales and service goals

Manage a book of business by:

Scheduling appointments

Following up on referrals

Proactively engaging in community outreach and business development

Demonstrate understanding of AmeriCU’s strategic plan and how your role supports organizational success

Why Join AmeriCU?
Come grow with us! Whether you are just starting your career or bringing previous experience, AmeriCU offers opportunities for growth and advancement in a supportive, community-focused environment.

Benefits Include:

Competitive medical, dental, and vision plans

Generous Health Savings Account (HSA) contributionsPaid holidays and paid time off

Employee appreciation events

401(k) with employer match (after 1 year)

Employee Assistance Program

Tuition reimbursement for full-time employees (after 1 year)

Company-paid life insurance and accidental death & dismemberment coverage

Enhanced short-term disability at no cost to employees

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