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Member Service Representative II

$21.5 - $26.87 per hour

What’s Upstate

Location: 722 West Broadway, Fulton NY 13069 Starting Pay for this role - $21.50/hour to $26.87/hour, actual starting pay will depend on experience Position is overtime eligible and incentive eligible What You’ll Do: As a Member Service Representative , you’ll deliver exceptional service while building meaningful relationships with our members. You’ll play a key role in supporting AmeriCU’s strategic goals by combining service excellence, consultative sales, and community engagement. Member Experience & Service Greet and assist members in a professional, welcoming manner that reflects AmeriCU’s MVP‑1 Team culture . Serve as a trusted resource by conducting teller transactions and guiding members through Interactive Teller Machine (ITM) technology. Accurately perform account servicing, file maintenance, and documentation. Record interactions with current and prospective members in the CRM system to support relationship tracking and follow-up. Sales, Lending & Relationship Growth Take a consultative sales approach to identify and meet members’ financial needs. Interpret credit bureau reports and recommend appropriate products and services, including: Secured and unsecured loans Credit cards Real estate loans Support Financial Center lending goals by ensuring accurate, error‑free loan documentation . Retain, expand, and acquire member relationships through referrals, cross‑selling, courtesy calls, and in‑person conversations. Consistently meet or exceed assigned sales and service goals . Training, Collaboration & Business Development Serve as the lead trainer within the assigned Financial Center for both desk and teller‑line new hires. Provide training or support at other regional Financial Centers as needed. Build strong partnerships with line‑of‑business teams to drive member acquisition and deepen existing relationships. Demonstrate understanding of AmeriCU’s Strategic Plan and how your role contributes to overall success. Compliance & Community Engagement Adhere to all credit union policies, procedures, and operational standards. Maintain knowledge of and comply with regulatory requirements, including Bank Secrecy Act (BSA) and SAFE Act guidelines. Actively participate in community engagement and outreach activities that support AmeriCU’s mission and visibility. 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! #J-18808-Ljbffr What’s Upstate

Vacancy posted 1 day ago
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