Regional Member Service Representative I

Whatsupstateny

Town of Peru (NY)

On-site

USD 27,000 - 34,000

Full time

9 days ago
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Benefits offered by this job

Competitive benefits
401(k) with employer match
Paid time off
Tuition reimbursement
Life Insurance
AD&D
Employee assistance program
Community engagement opportunities

Job summary

AmeriCU Credit Union is seeking a Regional Member Service Representative to deliver exceptional member experiences in Peru, NY. This role supports ITM technology interactions and teller transactions while building lasting relationships with members.

The position emphasizes teamwork, accuracy in CRM documentation, and a commitment to regulatory compliance. Travel between financial centers within the region may be required.

Qualifications

  • Experience delivering high-quality member service in a fast-paced environment.
  • Ability to identify member needs and refer appropriate products/services.
  • Comfort with digital tools and ITM technology interactions.

Responsibilities

  • Welcome and assist members in a professional, friendly manner.
  • Serve as primary contact for ITM tech interactions and teller transactions.
  • Build relationships by identifying needs and referring credit union products.
  • Conduct courtesy calls and in-person outreach to retain and grow accounts.
  • Partner with internal teams to support member growth and relationships.
  • Meet or exceed performance and service goals.
  • Assist onboarding and training of new hires; may cover other locations.
  • Document member interactions accurately in CRM.

Skills

Customer service
Relationship building
Tech-savvy
Attention to detail
Team player

Tools

CRM system

Job description

Regional Member Service Representative I

Location: Peru, NY

Starting Pay for this role - $19.84/hour to $24.80/hour, actual starting pay will depend on experience

Position is overtime eligible and incentive eligible

Regional Member Service Representative – AmeriCU Credit Union

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

What You’ll Do as a Regional Member Service Representative
  • 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 Bank Secrecy Act (BSA) and SAFE Act requirements
  • Actively participate in community engagement initiatives
  • Cover shifts as needed in any Financial Center within your assigned region. You may be required to assist another region if needed. A reasonable commute from their primary Financial Center
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
Benefits & Growth Opportunities

At AmeriCU, our Regional Member Service Representative roles 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/
  • https://www.americu.org/why-americu/
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