Member Relationship Advisor
About The Position
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 y ou 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.
Responsibilities
- 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
- 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
Benefits
- Competitive rates on our Medical, Dental and Vision plans
- Generous contribution to your Health Savings Account, if you choose to enroll in one of AmeriCU’s High Deductible Health plans
- 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!
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
