Member Relationship Advisor I
AmeriCU Credit Union•Fulton, NY
•$20 - $25•Onsite
About The Position
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.
Requirements
- Experience in sales and customer service
- Ability to interpret credit bureau reports
- Understanding of financial products and services
Nice To Haves
- Experience in lending (secured and unsecured)
- Experience with real estate lending solutions
- Experience managing a book of business
- Community outreach and business development experience
Responsibilities
- 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
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
