Member Service Representative II
About The Position
AmeriCU is a not-for-profit credit union based in Rome, NY with assets in excess of $2.7 Billion and serving a membership base of over 160,000 members across Central New York, the United States, and beyond. For 75 years we have been committed to our members, our employees, and our communities. In 2025, we were once again recognized as one of the Best Companies to Work for in New York State and recognized by American Banker as one of the best credit unions in the United States to work for, ranking 38th nationwide! 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.
Requirements
- Teller transactions
- Interactive Teller Machine (ITM) technology
- CRM system
- Credit bureau reports
- Secured and unsecured loans
- Credit cards
- Real estate loans
- Loan documentation
- Bank Secrecy Act (BSA) and SAFE Act guidelines
Nice To Haves
- Consultative sales approach
- Community engagement and outreach activities
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!
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
