Member Service Representative II

AmeriCU; Westview Manor (NY); On-site; USD 31,000 - 38,000; Full time

Benefits offered by this job

Health Insurance

401(k) Match After One Year

Tuition Reimbursement for Eligible FT

Paid Time Off

Paid Holidays

EAP

Company-Paid Life Insurance

Enhanced Short-Term Disability

Career Development and Advancement

Job summary

AmeriCU Credit Union is seeking a Customer-focused Member Service Representative II to help members with everyday transactions and understand their financial needs. You will connect members with suitable products and services that support their goals in a consultative sales environment.

You'll also train new staff, collaborate with teams across the network, and contribute to lending and referral goals while ensuring compliance with policies and security standards.

Qualifications

• Provide excellent member service and understand members' financial needs.
• Contribute to consultative sales and lending support.
• Lead training for new desk and teller-line employees.

Responsibilities

• Create a welcoming, professional experience for every member.
• Build meaningful relationships by understanding members' financial needs.
• Provide personalized solutions that help members achieve their financial goals.
• Process teller transactions and assist members with everyday account servicing.
• Introduce and assist members with AmeriCU's ITM technology.
• Maintain accurate member records and account information.
• Recommend credit union products and services based on members' needs.
• Identify opportunities for consumer loans, credit cards, and real estate lending.
• Generate referrals and contribute to Financial Center sales and lending goals.
• Serve as a lead trainer for new desk and teller-line employees.
• Partner with internal teams to strengthen and expand member relationships.
• Provide support to other regional Financial Centers as needed.
• Follow credit union policies, procedures, and regulatory requirements.
• Maintain compliance with BSA, SAFE Act, and applicable risk controls.
• Support AmeriCU's commitment to community involvement.

Skills

Customer service

Relationship building

Sales orientation

Training leadership

Team collaboration

Tools

ITM technology

Job description

Position:Member Service Representative II

Location: 5212 W. Genesee St

Job Id:2773

# of Openings:1

Member Service Representative II

Employment Type: Full-Time

Starting Pay for this role - $22.15/hour to $27.69/hour, actual starting pay will depend on experience

Position is overtime eligible and incentive eligible

The Opportunity: Member Service Representative II

AmeriCU Credit Union is looking for a motivated, relationship-focused Member Service Representative II to join our Financial Center Services team. In this role, you'll help members complete everyday transactions, understand members' financial needs, and connect them with products and services that support their goals.

This is a great opportunity for someone who enjoys combining exceptional service with consultative sales, lending support, and team leadership.

What You'll Do as a Member Service Representative II

Member Service & Relationship Building

• Create a welcoming, professional experience for every member.
• Build meaningful relationships by understanding members' financial needs.
• Provide personalized solutions that help members achieve their financial goals.

Transactions & Account Support

• Process teller transactions and assist members with everyday account servicing.
• Introduce and assist members with AmeriCU's ITM technology.
• Maintain accurate member records and account information.
• Recommend credit union products and services based on members' needs.
• Identify opportunities for consumer loans, credit cards, and real estate lending.
• Generate referrals and contribute to Financial Center sales and lending goals.

Team Support & Training

• Serve as a lead trainer for new desk and teller-line employees.
• Partner with internal teams to strengthen and expand member relationships.
• Provide support to other regional Financial Centers as needed.

Compliance & Community

• Follow credit union policies, procedures, and regulatory requirements.
• Maintain compliance with BSA, SAFE Act, and applicable risk controls.
• Support AmeriCU's commitment to community involvement.

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

AmeriCU Credit Union is an Equal Opportunity Employer.