Regional Member Relationship Advisor

AmeriCU Credit Union
  • New York
    11 days ago

    Job Description

    Regional Member Relationship Advisor

    Location:10750 Enduring Freedom Drive, Fort Drum, NY 13602

    Employment Type: Full-Time

    Starting Pay for this role - $19.84/hour to $24.80/hour, actual starting pay will depend on experience
    Position is overtime eligible and incentive eligible

    Build Relationships. Make an Impact. Help Members Achieve Financial Success.

    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.

    About the Role

    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.

    What You'll Do

    In this role, you will:

    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

    What Makes You Successful

    The ideal candidate demonstrates:

    • 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

    Why Join AmeriCU?

    At AmeriCU, we invest in our employees and provide opportunities to grow, develop, and advance your career.

    Our Benefits Include:

    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

    Join a Team That Makes a Difference

    If you're looking for a rewarding career where you can help people achieve their financial goals while growing your own career, apply today and become part of the AmeriCU family.

    Learn more about life at AmeriCU:

    Our Community Impact
    Why AmeriCU

    AmeriCU Credit Union is an Equal Opportunity Employer.


    Numbers & Facts

    LocationNew York
    Websiteamericu.org/why-americu

    Skills

    • Bank Managementunmatched
    • Business Developmentunmatched
    • Calendar Managementunmatched
    • Coachingunmatched
    • Communication Skillsunmatched
    • Consultative Salesunmatched
    • Credit Cardsunmatched
    • Credit Unionunmatched
    • Customer Experienceunmatched
    • Detail Orientedunmatched
    • Exceeded Sales Goalunmatched
    • Financial Servicesunmatched
    • Loansunmatched
    • Multitaskingunmatched
    • Needs Assessmentunmatched
    • Organizational Skillsunmatched
    • Strategic Planningunmatched

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