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 you 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, drawing upon a strong understanding of how front‑line interactions—such as those a member may experience with a teller—set the foundation for long‑term financial engagement.
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, including helping members transition from basic transactions typically handled by a teller to more comprehensive advisory conversations.
- 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—leveraging insights gained from prior member interactions, whether they originated with a teller or another branch representative.
Benefits
- Competitive Medical, Dental & Vision coverage
- Generous Health Savings Account contribution (with HDHP enrollment)
- Paid Holidays
- Paid Time Off — Personal, Sick, and Birthday Time Off
- Employee Appreciation Events
- 401(k) with employer match (after 1 year of service)
- Employee Assistance Program
- Tuition Reimbursement for full‑time employees (after 1 year of service)
- Life Insurance & AD&D for full‑time employees at no cost
- Enhanced Short‑Term Disability at no cost to you
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
251-500 employees
