Regional Member Service Representative

Regional Member Service Representative

Location: Plattsburgh, NY

Starting Pay for this role - $19.31/hour to $24.14/hour, actual starting pay will depend on experience

Position is overtime eligible and incentive 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 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 Regional 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 Regional Member Service Representative your primary responsibilities will include:

• Greet members in a professional and enthusiastic manner that encases the MVP-1 Team culture.

• Demonstrates a general understanding of AmeriCU's Strategic Plan and how their role impacts the success of the credit union.

• Serve as the primary liaison for introducing members to our ITM technology, as well as conducting traditional teller transactions.

• Providing a consultative sales approach to meet our members financial needs by effectively interpreting credit bureau reports, proactively identifying opportunities to cross-sell and up sell beneficial products and services to include secured and unsecured loans, credit cards and real estate loans.

• Retain, Expand, and Acquire relationships by referring and cross selling credit union products and services through courtesy calls or in person.

• Demonstrates the ability to contribute to Financial Center lending goals, including error free loan documentation.

• Develop a strong partnership with line of business partners for the purpose of focusing on member acquisition and deepening the relationship of current members.

• Meet or exceed annual sales and service goals.

• 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.

• Record encounters with current and prospective members in the credit union CRM system for tracking purposes.

• Accurately perform