Job Detail

Purpose:

To develop, manage and expand relationships with members and potential members to determine current and future profitability by providing professional and quality member service and sales that meets or exceeds member expectations. To promote and sell a full range of financial products and services including insurance and investment products, as well as home equity loans, based on member needs. To assist members with all aspects of financial planning.

Roles and Responsibilities:

A. Meet with members and potential members who are profitable or have a high potential for profitability (in person, telephone, internet) to discuss financial needs and requirements; sell appropriate financial products and services, including insurance products, and review asset allocation, to meet members needs while developing and expanding member relationships.
B. Utilizes financial planning software. Help determine the member's savings needs.
C. Identify members with additional profit potential and develop action plans to develop and expand those relationships
D. Meets sales and/or referral goals as determined by management.
E. Provide a superior level of service and support to all members and staff.
F. Complete all sales/referral activity documentation to provide a record for performance tracking and assist in targeting future sales efforts in our CRM system.
G. Represent the credit union in community organizations and activities to enhance the credit union’s image and promote and develop business.
H. Perform other related duties as assigned including providing guidance and training to less experienced personnel and assisting in member service and operational activities as required.

Reports To:

This position reports to Chief Operating Manager, Insurance, Investment and Retirement Services. 

In 1985, Griffiss-Oneida FCU merged with DeWitt First Federal Credit Union in Syracuse and our name was changed again to Up State Federal Credit Union. In 1988, we also merged with Fort Drum Federal Credit Union. In 2000, we changed our Federal charter to a New York State charter and our name was changed to AmeriCU Credit Union.

AmeriCU Credit Union serves over 100,000 members throughout Central and Northern New York and beyond, and offers a complete line of financial services - including savings and investment accounts, consumer and real estate loans, credit cards, our own proprietary ATM network and toll-free automated TeleLink service. AmeriCU is also a member of many ATM networks.

Branch offices are located throughout Northern and Central New York State. All members' regular accounts and IRAs are insured up to $250,000 by the NCUA.

Most importantly, the concept and philosophy of the credit union movement's beginnings - co-operative field of membership, one member one vote, education and affordable credit - are still integral parts of our daily operation and are what set us apart from our competitors. The credit union creed of "Not for Profit, But for Service" carries on in a movement created to serve the people.