Outbound Sales Representative

Build Relationships. Create Opportunities. Help Members Achieve Financial Success.

At AmeriCU Credit Union, we're committed to building connections and helping our members live life, dream big, and achieve financial success. We're seeking a motivated and member-focused Outbound Sales Representative to proactively engage current and prospective members, identify financial needs, and connect individuals with solutions that improve their financial well-being.

In this role, you'll combine relationship-building, consultative sales, and exceptional member service to deepen member relationships, generate lending opportunities, and support AmeriCU's growth objectives.

What You'll Do as an Outbound Sales Representative

Member Outreach & Relationship Building

• Proactively contact existing and prospective members through outbound calls, email, and other approved communication channels.
• Follow up on member inquiries, referrals, marketing campaigns, and sales leads.
• Build meaningful relationships by understanding members' financial goals and recommending appropriate solutions.
• Deliver exceptional service that meets or exceeds member expectations during every interaction.

Sales & Business Development

• Identify opportunities to deepen relationships by promoting AmeriCU products and services.
• Review member credit reports to identify refinancing opportunities and potential cost-saving solutions.
• Conduct needs-based conversations to uncover additional lending, deposit, and financial service opportunities.
• Utilize approved sales scripts, templates, and outreach strategies to achieve desired outcomes.
• Contribute to departmental growth through proactive prospecting and relationship management.

Member Service Excellence

• Establish rapport quickly and maintain a professional, courteous, and positive demeanor.
• Clearly communicate product information, loan options, and service solutions.
• Resolve member questions or concerns efficiently while delivering a high-quality experience.
• Accurately document member interactions and follow-up activities in the credit union's CRM system.

Compliance & Operational Excellence

• Maintain knowledge of credit union products, services, policies, and procedures.
• Ensure compliance with all applicable regulatory requirements, operational controls, and internal policies.
• Protect member information and maintain confidentiality at all times.
• Complete required documentation accurately and timely.

What We're Looking For

Preferred Qualifications

• Experience in sales, outbound calling, member service, customer service, banking, credit unions, financial services, or call center environments.
• Proven ability to build relationships and influence through consultative conversations.
• Strong verbal and written communication skills.
• Ability to identify sales opportunities and recommend appropriate financial products and services.
• Experience working with CRM systems and maintaining detailed records.
• Self-motivated with strong organizational skills and attention to detail.
• Ability to work independently while contributing to team goals.

Performance Expectations

A successful Outbound Sales Representative will be measured in this role by:

• Building strong member relationships
• Delivering exceptional member service
• Generating lending and product referral opportunities
• Achieving assigned service and sales goals
• Maintaining accurate documentation and compliance standards
• Supporting member retention and financial wellness initiatives

About AmeriCU Credit Union

AmeriCU is a not-for-profit credit union based in Rome, NY with over $3 billion in assets and serving more than 200,000 members across Central New York and beyond. For over 75 years, we have remained committed to our members, employees, and communities.

We are proud to have been recognized as one of the Best Companies to Work for in New York State and named by American Banker as one of the Best Credit Unions to Work for in the United States.

Learn more:

• https://www.americu.org/in-our-community/
• https://www.americu.org/why-americu/