Member Relationship Advisor I: Grow Members’ Finances

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

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.