Regional Member Relationship Advisor

AmeriCU; Town of Clay (NY); On-site; USD 27,000 - 34,000; Full time

Benefits offered by this job

Competitive Medical, Dental, andVision

401(k) with employer match after one y

Paid Time Off

Tuition Reimbursement

Life Insurance

AD&D

Short-Term Disability

Employee appreciation events

Job summary

AmeriCU Credit Union in Liverpool, NY is seeking a Regional Member Relationship Advisor I to help members achieve financial success by building relationships, identifying needs, and connecting them with the right products and services.

The role combines member service, relationship building, sales, lending and operational support across stations. Travel is required, starting rate $19.84–$24.80 per hour, and the position is full-time with incentive bonus eligibility.

Qualifications

• Strong customer service and relationship-building skills.
• Ability to work in a fast-paced, team-focused environment.
• Comfort with technology and willingness to support members with digital tools.
• Strong attention to detail and organizational skills.
• Commitment to meeting goals and contributing to team success.

Responsibilities

• Conduct financial wellness conversations and identify member needs.
• Provide personalized recommendations and financial guidance.
• Create a positive experience that strengthens member loyalty.
• Open and maintain consumer and business accounts.
• Develop new member relationships and deepen existing ones.
• Follow up on referrals, appointments, and business opportunities.
• Recommend loans, credit cards, deposit products, and other financial services.
• Assist members through the lending process and complete accurate loan documentation.
• Support financial center sales and service goals.
• Assist with teller transactions and daily branch activities as needed.
• Collaborate with internal partners to provide comprehensive member solutions.
• Provide coverage at financial centers throughout the assigned region.
• Follow all regulatory, operational, and risk management requirements.
• Maintain knowledge of credit union policies and procedures.
• Represent AmeriCU through community involvement and outreach efforts.

Skills

Customer service

Relationship-building

Teamwork

Technology fluency

Job description

Position:Regional Member Relationship Advisor

Location: 7466 Oswego Rd.

Liverpool, NY

Job Id:2774

# of Openings:1

Regional Member Relationship Advisor I

Home Location: Liverpool, NY (Travel is required for this role)

Starting Rate - $19.84 to $24.80/hour, actual rate will depend on experience.

Status: Full Time

Position is incentive & bonus eligible!

Regional Member Relationship Advisor I – AmeriCU Credit Union

As a Regional Member Relationship Advisor I, you'll help members achieve financial success by building relationships, identifying financial needs, and connecting them with the right products and services. This role combines exceptional member service, relationship building, sales, lending, and operational support while contributing to the success of the financial center and the communities we serve.

What You’ll Do as a Regional Member Relationship Advisor I

• Conduct financial wellness conversations and identify member needs.
• Provide personalized recommendations and financial guidance.
• Create a positive experience that strengthens member loyalty.

Grow Member Relationships

• Open and maintain consumer and business accounts.
• Develop new member relationships and deepen existing ones.
• Follow up on referrals, appointments, and business opportunities.

Provide Financial Solutions

• Recommend loans, credit cards, deposit products, and other financial services.
• Assist members through the lending process and complete accurate loan documentation.
• Support financial center sales and service goals.

Support Financial Center Operations

• Assist with teller transactions and daily branch activities as needed.
• Collaborate with internal partners to provide comprehensive member solutions.
• Provide coverage at financial centers throughout the assigned region.

Ensure Compliance & Community Engagement

• Follow all regulatory, operational, and risk management requirements.
• Maintain knowledge of credit union policies and procedures.
• Represent AmeriCU through community involvement and outreach efforts.

What We’re Looking For

• Strong customer service and relationship-building skills
• Ability to work in a fast-paced, team-focused environment
• Comfort with technology and willingness to support members with digital tools
• Strong attention to detail and organizational skills
• Commitment to meeting goals and contributing to team success

At AmeriCU, ourroles are designed for growth—whether you're starting your career or looking to advance. We invest in our employees and provide opportunities to build a long-term career.

We offer:

• Competitive Medical, Dental, and Vision plans
• Health Savings Account contributions
• Generous Paid Time Off and Paid Holidays
• 401(k) with employer match after one year
• Employee Assistance Program
• Tuition Reimbursement (after one year, full-time)
• Company-paid Life Insurance and AD&D
• Enhanced Short-Term Disability coverage
• Employee appreciation events and a strong team culture

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/