Member Relationship Advisor I

AmeriCU; Westview Manor (NY); On-site; USD 28,000 - 33,000; Full time

Benefits offered by this job

Health benefits

Paid time off

401(k) with employer match

Job summary

AmeriCU Credit Union is seeking a Member Relationship Advisor I in New York to deliver exceptional member experiences and build lasting relationships. You will advise on financial products, conduct wellness reviews, and help members connect with loans, cards, and real estate options.

The role emphasizes consultative service, community engagement, and achieving sales and service goals in a cooperative, growth-oriented environment.

Qualifications

• Demonstrated ability to deliver exceptional member service.
• Ability to guide members through financial products and services.
• Strong communication and relationship-building skills.

Responsibilities

• Provide knowledgeable, professional service that exceeds member expectations.
• Guide members through financial wellness reviews.
• Listen to members’ needs and recommend appropriate financial products and services.
• Educate members for long-term financial success.
• Develop and retain relationships with current and prospective members.
• Support acquisition and growth of personal and commercial accounts.
• Contact members, schedule appointments, and follow referrals.
• Collaborate with internal teams to deepen relationships.

Skills

Customer service

Sales

Communication

Job description

Starting Pay for this role - $19.84/hour to $24.80/hour, actual starting pay will depend on experience

Position is overtime and incentive eligible!

Position Summary: Member Relationship Advisor I

At AmeriCU Credit Union, we believe meaningful relationships are the foundation of exceptional member service. As a Member Relationship Advisor I, you will help members understand their financial needs, identify solutions that support their goals, and build relationships that last.

This position is ideal for someone who enjoys working directly with people, providing consultative service, and connecting members with financial products and resources that can help them live life, dream big, and achieve financial success.

What You’ll Do as a Member Relationship Advisor I

Deliver an Exceptional Member Experience

• Provide knowledgeable, professional service that exceeds member expectations.
• Guide members through financial wellness reviews.
• Listen carefully to members’ needs and recommend appropriate financial products and services.
• Educate members and help prepare them for long-term financial success.

Build and Strengthen Member Relationships

• Develop, manage, expand, and retain relationships with current and prospective members.
• Support the acquisition and growth of personal and commercial accounts.
• Contact members within an assigned book of business, schedule appointments, and follow up on referrals.
• Build partnerships with internal business teams to attract new members and deepen existing relationships.
• Participate in community engagement and business development activities.

Recommend Financial Solutions

• Use a consultative sales approach to identify opportunities that benefit the member.
• Interpret credit bureau reports and help connect members with appropriate lending solutions.
• Discuss products such as secured and unsecured loans, credit cards, and real estate loans.
• Contribute to Financial Center lending goals while maintaining accurate, error-free loan documentation.
• Meet or exceed assigned annual sales and service goals.

Support Financial Center Operations

• Assist with teller-line responsibilities and other Financial Center needs.
• Maintain knowledge of applicable operational, compliance, and risk-control requirements.
• Follow credit union and regulatory standards, with particular attention to the Bank Secrecy Act and SAFE Act.
• Collaborate with teammates and contribute to a supportive, inclusive culture.

Why Join AmeriCU?

Come grow with us! Whether you are just starting your career or bringing previous experience, AmeriCU offers opportunities for growth and advancement in a supportive, community-focused environment.

Benefits Include:

• Competitive medical, dental, and vision plans
• Generous Health Savings Account (HSA) contributions
• Paid holidays and paid time off
• Employee appreciation events
• 401(k) with employer match (after 1 year)
• Employee Assistance Program
• Tuition reimbursement for full-time employees (after 1 year)
• Company-paid life insurance and accidental death & dismemberment coverage
• Enhanced short-term disability at no cost to employees

About AmeriCU Credit Union

AmeriCU is a not-for-profit credit union based in Rome, NY with over $3 billion in assets and serving more than 200,000 members across Central New York and beyond. For over 75 years, we have remained committed to our members, employees, and communities.

We are proud to have been recognized as one of the Best Companies to Work for in New York State and named by American Banker as one of the Best Credit Unions to Work for in the United States.

Learn more:

• https://www.americu.org/in-our-community/