Member Relationship Advisor I
About The Position
At AmeriCU Credit Union, the Member Relationship Advisor I helps members understand their financial needs, identify solutions that support their goals, and build lasting relationships. The role provides direct, consultative service by connecting members with financial products and resources that support their financial success. The advisor delivers member service, conducts financial wellness reviews, develops relationships with current and prospective members, and recommends financial products and lending solutions. The position also supports Financial Center operations, including teller-line responsibilities, while following operational, compliance, and risk-control requirements.
Responsibilities
- Provide knowledgeable, professional service that exceeds member expectations.
- Guide members through financial wellness reviews.
- Listen to members’ needs, recommend suitable financial products and services, and educate members to help prepare them for long-term financial success.
- Develop, manage, expand, and retain relationships with current and prospective members.
- Support the acquisition and growth of personal and commercial accounts.
- Contact members in an assigned book of business, schedule appointments, and follow up on referrals.
- Partner with internal business teams to attract new members and deepen existing relationships.
- Participate in community engagement and business development activities.
- Use a consultative sales approach to identify opportunities that benefit members.
- Interpret credit bureau reports and connect members with appropriate lending solutions.
- Discuss secured and unsecured loans, credit cards, and real estate loans.
- Contribute to Financial Center lending goals and maintain accurate, error-free loan documentation.
- Meet or exceed assigned annual sales and service goals.
- Assist with teller-line responsibilities and other Financial Center needs.
- Maintain knowledge of applicable operational, compliance, and risk-control requirements.
- Follow credit union and regulatory standards, particularly the Bank Secrecy Act and SAFE Act.
- Collaborate with teammates and contribute to a supportive, inclusive culture.
Benefits
- Competitive medical, dental, and vision plans
- Generous Health Savings Account (HSA) contributions
- Paid 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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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
