Regional Member Relationship Advisor
About The Position
At AmeriCU Credit Union, we're more than a financial institution. We're a team of people dedicated to helping our members live life, dream big, and achieve financial success. For more than 75 years, we've remained committed to our members, employees, and the communities we serve. With over 200,000 members, more than $3 billion in assets, and recognition as one of the Best Companies to Work for in New York State and one of American Banker's Best Credit Unions to Work For, there's never been a better time to join Team AmeriCU. As a Regional Member Relationship Advisor, you'll serve as a trusted financial partner to our members by identifying their needs and recommending products and services that support their financial goals. This is a highly engaging role that combines relationship building, financial wellness coaching, lending, business development, and consultative sales. If you enjoy helping people, building strong relationships, and making a meaningful impact in your community, we'd love to hear from you.
Requirements
- A passion for helping others achieve financial success
- Strong communication and relationship-building skills
- A consultative and solution-oriented approach
- Confidence discussing financial products and services
- Strong attention to detail and organizational skills
- The ability to manage multiple priorities in a fast-paced environment
- A commitment to delivering exceptional member experiences
Responsibilities
- Conduct financial wellness reviews to help members achieve their financial goals
- Build and strengthen relationships with new and existing members
- Recommend and open personal and business accounts based on member needs
- Utilize a consultative approach to identify opportunities for lending, deposit products, credit cards, and additional financial services
- Interpret credit bureau reports and evaluate lending opportunities
- Process loan applications and ensure accurate, error-free loan documentation
- Partner with internal business lines to deepen member relationships and generate referrals
- Manage and grow a book of business through proactive outreach and follow-up
- Schedule appointments, develop new business opportunities, and represent AmeriCU in the community
- Meet or exceed individual sales and service objectives
- Support AmeriCU's mission, vision, values, and strategic initiatives through exceptional member service
Benefits
- Competitive Medical, Dental, and Vision Insurance
- Health Savings Account (HSA) Contributions
- Generous Paid Time Off
- Paid Holidays
- 401(k) Match After One Year
- Tuition Reimbursement for Eligible Full-Time Employees
- Employee Assistance Program (EAP)
- Company-Paid Life Insurance and AD&D Coverage
- Enhanced Short-Term Disability at No Cost to You
- Employee Appreciation Events
- Career Development and Advancement Opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
