Member Relationship Advisor — Grow Financial Wellness

AmeriCU Credit Union; Liverpool; On-site; GBP 40,000 - 60,000; Full time

Job summary

A community-focused financial institution in Liverpool is seeking a Member Relationship Advisor to provide professional financial services. You will guide members through their financial wellness, build relationships, and meet sales goals. The ideal candidate will have strong communication skills and a consultative sales approach. This full-time position offers competitive benefits and a supportive work environment.

Benefits

Competitive medical, dental and vision plans

401(k) matching

Paid holidays

Paid time off

Tuition reimbursement

Qualifications

• Strong communication skills to provide knowledgeable service.
• Ability to understand financial needs through consultations.
• Experience in sales and customer service preferred.

Responsibilities

• Understand and implement AmeriCU’s Strategic Plan.
• Provide professional service to members.
• Build financial fitness by expanding personal and commercial accounts.
• Contribute to lending goals with error-free documentation.
• Meet or exceed sales and service goals.

Skills

Consultative sales approach

Financial wellness reviews

Cross-selling and upselling

Relationship building

Job description

A community-focused financial institution in Liverpool is seeking a Member Relationship Advisor to provide professional financial services. You will guide members through their financial wellness, build relationships, and meet sales goals. The ideal candidate will have strong communication skills and a consultative sales approach. This full-time position offers competitive benefits and a supportive work environment.