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For Companies At a Glance
- Tasks: Help members achieve financial success with tailored services and support.
- Company: Join AmeriCU, a top-rated credit union dedicated to community and member service.
- Benefits: Enjoy competitive pay, health plans, paid time off, and tuition reimbursement.
- Why this job: Make a real difference in people's lives while growing your career in finance.
- Qualifications: No prior experience needed; just a passion for helping others and learning.
- Other info: Be part of a supportive team with opportunities for personal and professional growth.
Base Pay Range
$19.00/hr – $24.00/hr
Location: 7474 Oswego Rd, Liverpool, NY 13090
Starting Pay for this role – $19.31/hour to $24.14/hour, actual starting pay will depend on experience. Position is overtime eligible and incentive eligible.
Who Are We?
AmeriCU is a not-for-profit credit union based in Rome, NY with assets in excess of $2.7 Billion and serving a membership base of over 170,000 members across Central New York, the United States, and beyond. For 75 years we have been committed to our members, our employees, and our communities. In 2025, we were once again recognized as one of the Best Companies to Work for in New York State and recognized by American Banker as one of the best credit unions in the United States to work for, ranking 38th nationwide!
The Position
AmeriCU Credit Union is in search of a Member Relationship Advisor who aligns directly with our mission to provide our members with the right financial services to live life, dream big, and achieve financial success, and our vision to be the most admired organization in every community we serve. As a Member Relationship Advisor you will provide professional and quality service that exceeds member expectations. Evaluate member needs to provide the right financial products and services. Develop, manage, expand and retain relationships with members and potential members. Educate and prepare members for financial success.
What You’ll Do
- Demonstrates a general understanding of AmeriCU’s Strategic Plan and how their role impacts the success of the credit union
- Provide knowledgeable and professional service to our members while taking them through financial wellness reviews
- Building financial fitness with members by retaining, expanding, and acquiring all types of personal and commercial accounts
- Providing a consultative sales approach to meet our members financial needs by effectively interpreting credit bureau reports, proactively identifying opportunities to cross-sell and up sell beneficial products and services to include secured and unsecured loans, credit cards and real estate loans.
- Demonstrates the ability to contribute to Financial Center lending goals, including error free loan documentation.
- Develop a strong partnership with line of business partners for the purpose of focusing on member acquisition and deepening the relationship of current members
- Meet or exceed annual sales and service goals as assigned
- Calling on book of business, setting appointments, following up on referrals and going out into the field to obtain new business
Come Grow with Us!
We value giving back and supporting the communities we serve.
Benefits
- Competitive rates on our Medical, Dental and Vision plans
- Generous contribution to your Health Savings Account, if you choose to enroll in one of AmeriCU’s High Deductible Health plans
- Paid Holidays
- Paid Time off
- Employee Appreciation Events
- 401(k) Matching after 1 year of employment
- Employee Assistance Program
- Tuition Reimbursement for Full-time employees after 1 year of employment
- Life Insurance & Accidental Death & Dismemberment Insurance, free to all Full-time employees
- Enhanced Short Term Disability – at no cost to you!
Get to know us more by clicking on the links below. See why YOU should choose AmeriCU.
https://www.americu.org/in-our-community/ https://www.americu.org/why-americu/
Seniority Level
- Entry level
Employment Type
- Full-time
Job Function
- Other
Industries
- Banking
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Member Relationship Advisor employer: AmeriCU Credit Union
Contact Detail:
AmeriCU Credit Union Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Member Relationship Advisor
✨Tip Number 1
Get to know AmeriCU inside out! Research their mission, values, and services. This way, when you chat with them, you can show how your goals align with theirs. It’s all about making that connection!
✨Tip Number 2
Practice your pitch! You’ll want to highlight your experience in building relationships and providing top-notch service. Think of examples where you’ve gone above and beyond for customers – those stories will make you stand out!
✨Tip Number 3
Network like a pro! Reach out to current or former employees on LinkedIn. They can give you the inside scoop on what it’s really like to work at AmeriCU and might even put in a good word for you!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining the AmeriCU family. Let’s get you that Member Relationship Advisor role!
We think you need these skills to ace Member Relationship Advisor
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Member Relationship Advisor role. Highlight your relevant experience and skills that align with our mission at AmeriCU. We want to see how you can contribute to our members' financial success!
Showcase Your People Skills: As a Member Relationship Advisor, you'll be interacting with our members daily. Use your application to demonstrate your communication skills and any previous experience in customer service or sales. We love seeing candidates who can build strong relationships!
Be Genuine and Passionate: Let your personality shine through in your application! We value authenticity and passion for helping others. Share why you're excited about the opportunity to work with us and how you can make a difference in our members' lives.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and you’ll find all the details you need to submit your application smoothly. We can't wait to hear from you!
How to prepare for a job interview at AmeriCU Credit Union
✨Know Your Stuff
Before the interview, make sure you understand AmeriCU's mission and values. Familiarise yourself with their services and how they help members achieve financial success. This will show your genuine interest in the role and the company.
✨Showcase Your People Skills
As a Member Relationship Advisor, you'll be interacting with members daily. Prepare examples of how you've successfully built relationships in previous roles. Highlight your communication skills and ability to understand and meet customer needs.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving abilities. Think of scenarios where you had to handle difficult situations or provide exceptional service. Use the STAR method (Situation, Task, Action, Result) to structure your answers.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready. Inquire about the team dynamics, training opportunities, or how success is measured in the role. This shows you're engaged and serious about contributing to AmeriCU.