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AmeriCU Credit Union · 1 day ago

Regional Member Service Representative

Yorkville, NY

Full-time

Onsite

New Grad, Entry Level

$19.84/hr - $24.80/hr

AmeriCU Credit Union is a not-for-profit credit union based in Rome, NY, committed to serving its members for over 75 years. They are seeking a Regional Member Service Representative to provide financial services and support to members, while also achieving sales and service goals.

BankingFinancial ServicesLendingNon Profit

Growth Opportunities

Responsibilities

Greet members in a professional and enthusiastic manner that encases the MVP-1 Team culture

Demonstrates a general understanding of AmeriCU’s Strategic Plan and how their role impacts the success of the credit union

Serve as the primary liaison for introducing members to our ITM technology, as well as conducting traditional teller transactions

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

Retain, Expand, and Acquire relationships by referring and cross selling credit union products and services through courtesy calls or in person

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

Serve as the lead trainer in the assigned FC for both desk and teller line new hires, may be asked to provide support in other regional financial centers as needed

Record encounters with current and prospective members in the credit union CRM system for tracking purposes

Accurately perform account servicing and file maintenance as required

Adhere to all credit union and departmental policies and procedures

Maintain knowledge of and adhere to all applicable compliance, operational, and risk controls in accordance with credit union or regulatory standards and policies with particular attention to the Bank Secrecy Act (BSA) and SAFE Act

Demonstrates community engagement and involvement

Qualification

Consultative sales approachCRM system proficiencyLoan documentationCommunity engagementTraining new hiresCross-selling productsFinancial services knowledgeCompliance knowledgeSoft skills

Required