Regional Member Success & Relationship Advisor

AmeriCU; Town of Clay (NY); Vor Ort; USD 27.000 - 34.000; Vollzeit

Benefits dieser Stelle

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

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Customer service

Relationship-building

Teamwork

Technology fluency

Jobbeschreibung

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.