Regional Member Relationship Advisor

AmeriCU Credit Union•New York, NY

3d•$20 - $25•Onsite

About The Position

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.

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