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Financial Services Sales Agent
Syracuse, NY
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Regional Member Relationship Advisor I AmeriCU Credit Union - 3.3 Syracuse, NY Job Details Full-time $19.84 - $24.80 an hour 20 hours ago Benefits Health savings account AD&D insurance Paid holidays Disability insurance Health insurance Dental insurance Tuition reimbursement Paid time off Employee assistance program Vision insurance 401(k) matching Life insurance Qualifications Opening bank accounts Loan file preparation Managing customer accounts Financial sales Financial services customer support Customer relationship building Referral-based lead generation Account maintenance Financial transaction processing Sales referrals Regulatory compliance Processing cash transactions Promoting bank products Account development Client relationship development Client retention Customer engagement Financial product expertise Financial counseling Organizational skills Financial needs assessment Assisting with digital banking services Customer support for financial loans Client referrals Community relationship building Account management Promoting bank services Sales follow-up Entry level Banking regulatory compliance
Full Job Description Regional Member Relationship Advisor I Location:
Onondaga Hill, NY Starting Rate - $19.84 to $24.80/hour , actual rate will depend on experience.
Status:
Full Time Position is incentive & bonus eligible! Regional Member Relationship Advisor I - AmeriCU Credit Union (Onondaga Hill, NY) As a Regional Member Relationship Advisor I , you'll help members achieve financial success by building relationships, identifying financial needs, and connecting them with the right products and services. This role combines exceptional member service, relationship building, sales, lending, and operational support while contributing to the success of the financial center and the communities we serve. What You'll Do as a Member Service Representative Deliver Outstanding Member Service Conduct financial wellness conversations and identify member needs. Provide personalized recommendations and financial guidance. Create a positive experience that strengthens member loyalty. Grow Member Relationships Open and maintain consumer and business accounts. Develop new member relationships and deepen existing ones. Follow up on referrals, appointments, and business opportunities. Provide Financial Solutions 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. Support Financial Center Operations 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. Ensure Compliance & Community Engagement Follow all regulatory, operational, and risk management requirements. Maintain knowledge of credit union policies and procedures. Represent AmeriCU through community involvement and outreach efforts. 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 Benefits & Growth Opportunities 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.
