Member Service Representative I

AmeriCU Credit Union

Posted 3 months ago

Full Time

New York, New York

In Person

Smart Summary

Responsibilities

The Member Service Representative will greet members, conduct teller transactions, and introduce ITM technology while cross-selling credit union products. They are also responsible for maintaining accurate account records and providing training support for new hires.

Qualifications

AmeriCU Credit Union is seeking a Member Service Representative to provide members with financial services and achieve financial success. Key responsibilities include greeting members, conducting transactions, referring/cross-selling products, and meeting goals. This role offers opportunities for growth and advancement within the company.

Job Description

Member Service Representative Location: 4957 Commercial Drive, Yorkville NY 13495 Starting Rate - $19.84 to $24.80/hour, actual rate will depend on experience.  Status: Full Time Position is incentive & bonus 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 160,000 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 Service Representative 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.    What You’ll Do: As a Member Service Representative your primary responsibilities will include:   
  1. Greet members in a professional and enthusiastic manner that encases the MVP-1 Team culture.
  2. Demonstrates a general understanding of AmeriCU’s Strategic Plan and how their role impacts the success of the credit union.
  3. Serve as the primary liaison for introducing members to our ITM technology, as well as conducting traditional teller transactions.
  4. Retain, Expand, and Acquire relationships by referring and cross selling credit union products and services through courtesy calls or in person.
  5. Develop a strong partnership with line of business partners for the purpose of focusing on member acquisition and deepening the relationship of current members.
  6. Meet or exceed annual goals.
  7. 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.
  8. Record encounters with current and prospective members in the credit union CRM system for tracking purposes.
  9. Accurately perform account servicing and file maintenance as required. 
  10. Adhere to all credit union and departmental policies and procedures.
  11. 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. 
  12. Demonstrates community engagement and involvement.
Come grow with us!  Whether you are just starting out or have been working in your field already, we offer opportunities for growth and advancement.  It is our goal to hire employees who will provide exceptional service to our members and who value giving back and supporting the communities we serve.  In addition, we offer the following 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 clinking on the links below.  See why YOU should choose AmeriCU! https://www.americu.org/in-our-community/ https://www.americu.org/why-americu/ hy-americu/

AmeriCU Credit Union

As a credit union, AmeriCU is a not-for-profit financial institution owned by our members. Serving 24 counties in New York and beyond, AmeriCU provides you with all the products and services you need – often with low or no fees, and better rates. The organization has been serving the local community for over 70 years and, in that time, has grown to more than 160,000 members, 20 financial centers, and $2.7 billion in assets. AmeriCU is located in Central New York and is among the State’s largest, full-service financial cooperatives. For more information, visit www.AmeriCU.org. Equal Housing Lender – Federally Insured by NCUA – Membership Eligibility Required.
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