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Financial Services Representative
2 months ago
AmeriCU Credit Union is a not-for-profit financial institution based in Rome, NY, with assets in excess of $2.6 Billion and serving a membership base of over 160,000 members across Central New York, the United States, and beyond. For 74+ years, we have been committed to our members, employees, and communities.
Job SummaryAs a Financial Services Representative, you will play a critical role in providing exceptional service to our members, building strong relationships, and driving business growth.
Key Responsibilities:- Demonstrate a general understanding of AmeriCU's Strategic Plan and how your role impacts the success of the credit union.
- Provide knowledgeable and professional service to our members while taking them through financial wellness reviews.
- Build financial fitness with members by retaining, expanding, and acquiring all types of personal and commercial accounts.
- Provide 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.
- 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 as assigned.
- Call on book of business, set appointments, follow up on referrals, and go out into the field to obtain new business.
We offer a competitive compensation package, including:
- 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.
We offer opportunities for growth and advancement, whether you are just starting out or have been working in your field already. 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.
