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Financial Services Advisor

2 months ago

Rome, New York, United States Americu Credit Union Full time
About the Role

AmeriCU Credit Union is seeking a highly skilled Member Relationship Specialist to join our team. As a key member of our financial services team, you will be responsible for providing exceptional service to our members, evaluating their financial needs, and offering tailored solutions to meet their goals.

Key Responsibilities
  1. Member Engagement: Develop and maintain strong relationships with members, understanding their financial objectives and providing personalized advice to help them achieve their goals.
  2. Financial Needs Assessment: Conduct thorough financial assessments to identify opportunities for growth and provide recommendations for products and services that meet the member's needs.
  3. Product and Service Offerings: Educate members on our range of financial products and services, including loans, credit cards, and deposit accounts, and help them make informed decisions about their financial well-being.
  4. Sales and Service Goals: Meet or exceed annual sales and service targets, driving revenue growth and member satisfaction.
  5. Collaboration and Communication: Work closely with internal stakeholders, including loan officers and financial advisors, to ensure seamless delivery of financial services and products.
What We Offer

AmeriCU Credit Union is committed to providing a supportive and inclusive work environment, with opportunities for growth and development. As a valued member of our team, you can expect:

  • Competitive Compensation and Benefits: Enjoy a competitive salary, comprehensive benefits package, and opportunities for bonuses and incentives.
  • Professional Development: Access to training and development programs, helping you build your skills and advance your career.
  • Collaborative Culture: Work in a dynamic and supportive team environment, where your contributions are valued and recognized.
Requirements

To be successful in this role, you will need:

  • Excellent Communication and Interpersonal Skills: Ability to build strong relationships with members, colleagues, and stakeholders.
  • Financial Services Knowledge: Understanding of financial products and services, including loans, credit cards, and deposit accounts.
  • Sales and Service Experience: Proven track record of meeting or exceeding sales and service targets in a financial services environment.
Language

This role requires fluency in English.