Member Relationship Advisor III

Want to be part of an organization that works every day to help our members meet their goals and make their dreams come true? If so, we want you to join our team!

Position:Member Relationship Advisor III

Location: 700 Bear Swamp Rd.

Job :2639

# of Openings:1

Member Relationship Advisor III

Starting Pay for this role - $25.10/hour to $31.38/hour, actual starting pay will depend on experience

Position is overtime eligible and incentive eligible

Who Are We?

Ameri

CU 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:

Ameri

CU 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
y ou 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:

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

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

• 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

• 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

• 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

• Actively participates in community involvement and engagement efforts

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 Ameri

CU’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!

Questions? Click the ‘Let’s Connect’ button in the bottom right-hand corner to get started!

Jan 14, 2026

Ameri

CU proudly partners with the American Heart Association as a long-standing sponsor of Heart Walks in Utica, Syracuse, and the North Country. Join our teams or donate to help fight heart disease and support life‑saving research.

In today’s fast‑paced digital world, managing personal finances has become more complex—and more critical—than ever.

Ameri

CU participates in the E‑verify Federal Program which allows for verification of identity and employment eligibility of all hired individuals to work in the United States.

Please see the following notices for important information: