Member Partner Advisor at AmeriCU Credit Union | City of Watertown, USA | Rezi

Member Partner Advisor at AmeriCU Credit Union

Member Partner Advisor

AmeriCU Credit Union · City of Watertown, USA

Yesterday

Member Partner Advisor

AmeriCU Credit Union · City of Watertown, USA

a day ago
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About the Role

This position is responsible for developing and managing relationships with local businesses, community organizations, and employer groups while promoting AmeriCU's products, services, and financial wellness programs. The ideal candidate is a self-motivated relationship builder with strong sales, networking, and presentation skills who thrives in a consultative business development environment.

Responsibilities

  • Develop and grow relationships with local businesses, employer groups, and community organizations.
  • Generate new membership opportunities and expand existing partner relationships.
  • Achieve goals for new members, partner growth, and business development activities.
  • Conduct outreach, prospecting, and sales presentations tailored to employer and workforce needs.
  • Promote AmeriCU's products, services, and financial wellness programs.
  • Coordinate workplace enrollment events and financial education sessions.
  • Serve as the primary contact for assigned business partners, ensuring a positive and productive relationship.
  • Maintain prospecting, sales, and relationship activity within Salesforce and other CRM tools.
  • Monitor market opportunities and identify new areas for growth.
  • Partner with Financial Center teams to develop referrals and support membership growth.
  • Represent AmeriCU at community events, networking opportunities, and partner functions.
  • Provide expertise on AmeriCU's products and services to both internal teams and external stakeholders.

Requirements

  • Self-motivated relationship builder with strong sales, networking, and presentation skills.

Skills

  • Sales
  • Networking
  • Presentation
  • Relationship building
  • Salesforce
  • CRM tools

Location

  • Watertown, NY

Work Type

  • Full-Time

Salary/Compensations

  • $55,767.89 to $69,709.87 annually

Benefits

  • Competitive rates on Medical, Dental and Vision plans
  • Generous contribution to Health Savings Account
  • 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

About the Company

  • AmeriCU is a not-for-profit credit union based in Rome, NY with over $3 billion in assets and serving more than 185,000 members across Central New York and beyond.
  • For over 75 years, we have remained committed to our members, employees, and communities.
  • Recognized as one of the Best Companies to Work for in New York State.
  • Named by American Banker as one of the Best Credit Unions to Work for in the United States.
  • Offers opportunities for growth and advancement.
  • Goal to hire employees who will provide exceptional service to members and value giving back and supporting communities.