Member Service Representative II

AmeriCU Credit Union•City of Watertown, NY

1d•$22 - $27•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.

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.
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.
Retain, Expand, and Acquire relationships by referring and cross selling credit union products and services through courtesy calls or in person.
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.
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 and the SAFE act.
Demonstrates community engagement and involvement.

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!