Regional Member Service Rep - Build Relationships

AmeriCU Credit Union

Town of AuSable (NY)

On-site

USD 28,000 - 34,000

Full time

3 days ago
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Benefits offered by this job

Medical, Dental, Vision
Health Savings Account
Paid time off
401(k) with match
Employee assistance program
Tuition reimbursement
Life Insurance & AD&D
Short-term disability
Team culture

Job summary

AmeriCU Credit Union is seeking a Member Service Representative who is passionate about delivering exceptional member experiences and building meaningful relationships. As a Member Service Representative, you’ll play a key role in supporting our mission of helping members live life, dream big, and achieve financial success.

You’ll welcome members, assist with ITM technology interactions and teller transactions, refer products, conduct outreach, and partner with internal teams to grow member

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

  • Welcome and assist members in a professional, friendly, and engaging manner aligned with our MVP-1 Team culture.
  • Serve as a primary contact for members, supporting both ITM technology interactions and traditional teller transactions.
  • Build relationships by identifying member needs and referring appropriate credit union products and services.
  • Conduct outreach through courtesy calls and in-person interactions to retain, expand, and acquire member relationships.
  • Partner with internal teams to support member growth and deepen existing relationships.
  • Meet or exceed performance and service goals.
  • Support onboarding and training for new hires within the financial center; may assist at other locations as needed.
  • Accurately document member interactions in the CRM system.
  • Perform account servicing and maintenance with attention to detail.
  • Maintain compliance with all regulations and policies, including BSA and SAFE Act requirements.
  • Actively participate in community engagement initiatives.
  • Cover shifts as needed in any Financial Center within your assigned region.

Skills

Customer service
Relationship-building
Team oriented
Tech comfortable
Attention to detail

Job description

AmeriCU Credit Union is seeking a Member Service Representative who is passionate about delivering exceptional member experiences and building meaningful relationships. As a Member Service Representative, you’ll play a key role in supporting our mission of helping members live life, dream big, and achieve financial success.

You’ll welcome members, assist with ITM technology interactions and teller transactions, refer products, conduct outreach, and partner with internal teams to grow member

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