Regional Financial Wellness & Relationship Advisor

AmeriCU Credit Union; Fort Drum (NY); On-site; USD 27,000 - 34,000; Full time

Benefits offered by this job

Health Insurance

HSA Contributions

Paid Time Off

Paid Holidays

401(k) Match

Tuition Reimbursement

EAP

Life Insurance

Short-Term Disability

Employee Events

Career Development

Job summary

AmeriCU Credit Union in Fort Drum, NY is seeking a Regional Member Relationship Advisor to serve as a trusted financial partner for members. You will identify needs and recommend products and services that support their financial goals while delivering exceptional member service.

This role combines relationship building, financial wellness coaching, lending, business development, and consultative sales. If you enjoy helping people and building lasting community connections, we’d love to hear

Qualifications

• Experience in financial services or banking preferred.
• Ability to explain financial products clearly to members.
• Comfort with meeting multiple priorities in a fast-paced environment.

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 lending, deposit products, and credit card opportunities.
• Interpret credit bureau reports and evaluate lending opportunities.
• Process loan applications and ensure accurate documentation.
• Partner with internal teams to deepen member relationships and generate referrals.
• Schedule appointments and represent AmeriCU in the community.

Skills

Relationship-building

Consultative selling

Financial products knowledge

Communication skills

Attention to detail

Job description

AmeriCU Credit Union in Fort Drum, NY is seeking a Regional Member Relationship Advisor to serve as a trusted financial partner for members. You will identify needs and recommend products and services that support their financial goals while delivering exceptional member service.

This role combines relationship building, financial wellness coaching, lending, business development, and consultative sales. If you enjoy helping people and building lasting community connections, we’d love to hear