Member Service Representative II

AmeriCU Credit Union•Village of Cazenovia, NY

9h•$22 - $27

About The Position

As a Member Service Representative, you’ll deliver exceptional service while building meaningful relationships with our members. You’ll play a key role in supporting AmeriCU’s strategic goals by combining service excellence, consultative sales, and community engagement.

Responsibilities

Greet and assist members in a professional, welcoming manner that reflects AmeriCU’s MVP‑1 Team culture.
Serve as a trusted resource by conducting teller transactions and guiding members through Interactive Teller Machine (ITM) technology.
Accurately perform account servicing, file maintenance, and documentation.
Record interactions with current and prospective members in the CRM system to support relationship tracking and follow-up.
Take a consultative sales approach to identify and meet members’ financial needs.
Interpret credit bureau reports and recommend appropriate products and services, including: Secured and unsecured loans Credit cards Real estate loans
Support Financial Center lending goals by ensuring accurate, error-free loan documentation.
Retain, expand, and acquire member relationships through referrals, cross-selling, courtesy calls, and in‑person conversations.
Consistently meet or exceed assigned sales and service goals.
Serve as the lead trainer within the assigned Financial Center for both desk and teller-line new hires.
Provide training or support at other regional Financial Centers as needed.
Build strong partnerships with line-of-business teams to drive member acquisition and deepen existing relationships.
Demonstrate understanding of AmeriCU’s Strategic Plan and how your role contributes to overall success.
Adhere to all credit union policies, procedures, and operational standards.
Maintain knowledge of and comply with regulatory requirements, including Bank Secrecy Act (BSA) and SAFE Act guidelines.
Actively participate in community engagement and outreach activities that support AmeriCU’s mission and visibility.

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!