Regional Member Service Representative II

AmeriCU; Town of Clay (NY); On-site; USD 31,000 - 38,000; Full time

Benefits offered by this job

Medical, Dental, Vision

HSA contributions

PTO & Holidays

401(k) with match

Employee Assistance Program

Tuition Reimbursement

Life Insurance & AD&D

Short-Term Disability

Team culture & events

Job summary

AmeriCU Credit Union is seeking a Regional Member Service Representative II to join our Liverpool, NY team. You will deliver exceptional member experiences, handle teller transactions, and support ITM technology to help members achieve financial success.

You will build relationships, cross-sell products, and record interactions in the CRM while training new staff and ensuring compliance. This is a full-time role with incentive eligibility and a market-rate starting hourly wage.

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

• Member Experience & Service: Greet members enthusiastically, model the team culture, and act as the primary liaison for traditional teller transactions and ITM technology.
• Relationship Building & Growth: Retain, expand, and acquire member relationships by cross-selling products and meeting annual sales goals.
• Internal Partnerships & CRM Management: Collaborate with business partners to deepen member relationships and record interactions in the CRM system.
• Training & Onboarding: Serve as the lead trainer for desk and teller line new hires within the Financial Center, providing regional support as needed.
• Operations & Compliance: Perform account servicing and file maintenance while adhering to policies, risk controls, and regulatory standards (including BSA and SAFE Act).
• Community Engagement: Demonstrate active involvement within the local community.

Job description

Position:Regional Member Service Representative II

Location: 7474 Oswego Rd.

Liverpool, NY

Job Id:2781

# of Openings:1

Regional Member Service Representative II

Location: Liverpool, NY

Starting Rate - $22.15 to $27.59/hour, actual rate will depend on experience.

Status: Full Time

Position is incentive & bonus eligible!

Member Service Representative – AmeriCU Credit Union

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.

What You'll Do as a Member Service Representative

• Member Experience & Service: Greet members enthusiastically, model the team culture, and act as the primary liaison for traditional teller transactions and interactive teller machine (ITM) technology.
• Relationship Building & Growth: Retain, expand, and acquire member relationships by cross-selling products, conducting courtesy calls, and meeting annual sales and relationship goals.
• Internal Partnerships & CRM Management: Collaborate with business partners to deepen member relationships and accurately record all member interactions in the CRM system.
• Training & Onboarding: Serve as the lead trainer for desk and teller line new hires within the Financial Center, providing regional support as needed.
• Operations & Compliance: Perform account servicing and file maintenance while strictly adhering to credit union policies, operational risk controls, and regulatory standards (including BSA and SAFE Act).
• Community Engagement: Demonstrate active involvement and engagement within the local community.

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, our 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.