Member Service Representative I

AmeriCU Credit Union • City of Watertown, NY

1d • Onsite

About The Position

AmeriCU Credit Union is in search of a Member Service Representative 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.

Requirements

• Experience will determine actual rate.
• Must align with AmeriCU's mission and vision.
• Ability to introduce members to ITM technology.
• Proficiency in conducting traditional teller transactions.
• Skills in referring and cross-selling credit union products and services.
• Ability to develop partnerships with line of business partners.
• Capability to meet or exceed annual goals.
• Experience in training new hires for desk and teller line operations.
• Proficiency in using credit union CRM systems.
• Ability to perform account servicing and file maintenance accurately.
• Knowledge of and adherence to credit union and departmental policies and procedures.
• Knowledge of and adherence to compliance, operational, and risk controls, including BSA and SAFE Act.
• Demonstrated community engagement and involvement.

Responsibilities

• Greet members in a professional and enthusiastic manner that encases the MVP-1 Team culture.
• Demonstrates a general understanding of AmeriCU’s Strategic Plan and how their role impacts the success of the credit union.
• Serve as the primary liaison for introducing members to our ITM technology, as well as conducting traditional teller transactions.
• Retain, Expand, and Acquire relationships by referring and cross selling credit union products and services through courtesy calls or in person.
• 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 goals.
• Serve as the lead trainer in the assigned FC for both desk and teller line new hires, may be asked to provide support in other regional financial centers as needed.
• Record encounters with current and prospective members in the credit union CRM system for tracking purposes.
• Accurately perform account servicing and file maintenance as required.
• Adhere to all credit union and departmental policies and procedures.
• Maintain knowledge of and adhere to all applicable compliance, operational, and risk controls in accordance with credit union or regulatory standards and policies, with particular attention to the Bank Secrecy Act (BSA) and SAFE Act.
• Demonstrates community engagement and involvement.

Benefits

• Competitive rates on Medical, Dental and Vision plans
• Generous contribution to Health Savings Account (if enrolled in 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)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 251-500 employees