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:

Consistent with the credit union mission of providing our members the right financial services to live life, dream big and achieve financial success, the Small Business Relationship Manager will: Focus on acquiring new members by promoting and selling credit union products and services. Expand existing credit union business member relationships by cross selling business products and services, deepening deposit relationships, and encouraging product usage. Collaborate with Financial Center personnel as the subject matter expert while making joint calls on existing and prospective members in order to grow the credit union’s business memberships. Maintain relationships with strategic centers of influence, but internal and external, in order to effectively deepen the member experience as their trusted advisor.

As a Small Business Relationship Manager your primary responsibilities will be to:

Engage Prospective Members

Actively participate in outside sales calls, listening to prospective members to uncover needs and recommend the right products and services.
Build strong relationships in the community by cross‑selling, networking, and promoting AmeriCU’s full suite of offerings.

Collaborate & Grow Together

Attend Financial Center meetings to deliver business services updates, lead training, and provide coaching that enhances sales and service outcomes.
Conduct joint calls to strengthen consultative selling skills across the team.

Support Business Borrowers

Request, review, and evaluate information from business borrowers to help initiate underwriting processes.
Maintain ongoing relationships with current business members to identify additional cross‑sell opportunities and generate new business.

Expand Community Partnerships

Participate in internal training sessions and external events to develop Centers of Influence (COI) and referral pipelines.
Offer guidance to teammates on strategies and tactics that support AmeriCU’s business development goals.

Drive Business Growth

Proactively develop business relationships by facilitating new deposit accounts, cash management solutions, merchant services, insurance, wealth management, and other financial services.
Demonstrate deep knowledge of SBA SOP guidelines and various SBA programs.

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 – Vacation, Personal or Sick and Birthday

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 clicking on the links below. See why YOU should choose AmeriCU!

https://www.americu.org/in-our-community/