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 III 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 III 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:

As a Member Relationship Advisor III your primary responsibilities will include:

Strategic & Operational Impact

Understands and aligns daily responsibilities with AmeriCU’s Strategic Plan
Prioritizes and coordinates initiatives that enhance member experience, streamline operations, reduce expenses, and drive sales

Coaching & Team Support

Provides on‑the‑job coaching for new and experienced Member Relationship Advisors
Fosters teamwork and motivates staff to achieve performance goals

Member Service & Financial Wellness

Delivers knowledgeable and professional financial wellness reviews
Builds member financial fitness through retention, expansion, and acquisition of personal and commercial accounts
Develops strong partnerships across business lines to deepen member relationships and support member acquisition

Sales & Business Development

Utilizes a consultative sales approach to identify member needs and recommend beneficial products
Interprets credit bureau reports to identify cross‑sell and up‑sell opportunities
Proactively manages a book of business through outreach, referrals, appointments, and field activity
Consistently meets or exceeds assigned sales and service goals

Lending Expertise

Demonstrates advanced knowledge of lending procedures
Specializes in Mortgage and Home Equity loans and Lines of Credit
Supports lending goals with accurate, error‑free loan documentation

Branch & Operational Support

Assists with branch operations, including teller line support when needed
Maintains adherence to all compliance, operational, and risk requirements, including BSA and SAFE Act standards

Community Engagement

Actively participates in community involvement and engagement efforts

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/