Regional Member Service Representative
Listed on 2026-01-15
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Finance & Banking
Banking & Finance, Banking Operations, Bank Customer Service
Base pay range
$20.00/hr – $25.00/hr
Location:
4957 Commercial Drive, Yorkville, NY 13495
Starting Pay for this role - $19.84/hour to $24.80/hour; actual starting pay will depend on experience.
Position is overtime eligible and incentive eligible.
Who Are WeAmeri
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 again recognized as one of the Best Companies to Work for in New York State and one of the best credit unions in the United States to work for, ranking 38th nationwide.
Position
Ameri
CU 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.
- Greet members in a professional and enthusiastic manner that encases the MVP-1 Team culture.
- Demonstrate a general understanding of Ameri
CU’s Strategic Plan and how your 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.
- Provide a consultative sales approach to meet our members’ financial needs by effectively interpreting credit bureau reports, proactively identifying opportunities to cross‑sell and upsell beneficial products and services including 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.
- Demonstrate 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 account servicing and file maintenance as required.
- Adhere to all credit union and departmental policies and procedures.
- Maintain knowledge of and adhere to all applicable compliance, operational, and risk controls in accordance with credit union or regulatory standards and policies with particular attention to the Bank Secrecy Act (BSA) and SAFE Act.
- Demonstrate community engagement and involvement.
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!
Get to know us more by clicking on the links below. See why YOU should choose Ameri
CU!
https://(Use the "Apply for this Job" box below)./
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Seniority levelEntry level
Employment typeFull‑time
Job functionOther
IndustriesBanking
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CU Credit Union by 2x.
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