Member Relationship Advisor

Position Summary: Member Relationship Advisor

AmeriCU Credit Union is seeking a motivated Member Relationship Advisor who is passionate about helping members achieve financial success. This role aligns directly with our mission to provide the right financial solutions so members can live life, dream big, and achieve their goals.

As a Member Relationship Advisor, you will deliver exceptional service, build strong relationships, and provide consultative financial guidance tailored to each member’s needs.

Key Responsibilities: Member Relationship Advisor

• Provide professional, high-quality service that exceeds member expectations
• Conduct financial wellness reviews and recommend appropriate financial products and services
• Build and maintain strong relationships with members and prospective members
• Retain, expand, and acquire consumer and commercial accounts
• Utilize a consultative sales approach to identify opportunities for:
  • Loans (secured and unsecured)
  • Credit cards
  • Real estate lending solutions
• Interpret credit bureau reports and assess financial needs
• Contribute to Financial Center lending goals, ensuring accurate and compliant loan documentation
• Partner with internal business lines to drive member acquisition and deepen existing relationships
• Meet or exceed established sales and service goals
• Manage a book of business by:
  • Scheduling appointments
  • Following up on referrals
  • Proactively engaging in community outreach and business development
• Demonstrate understanding of AmeriCU’s strategic plan and how your role supports organizational success

Why Join AmeriCU?

Come grow with us! Whether you are just starting your career or bringing previous experience, AmeriCU offers opportunities for growth and advancement in a supportive, community-focused environment.

Benefits Include:

• Competitive medical, dental, and vision plans
• Generous Health Savings Account (HSA) contributions
• Paid holidays and paid time off
• Employee appreciation events
• 401(k) with employer match (after 1 year)
• Employee Assistance Program
• Tuition reimbursement for full-time employees (after 1 year)
• Company-paid life insurance and accidental death & dismemberment coverage
• Enhanced short-term disability at no cost to employees

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/