Member Relationship Officer
$46k - $54kTEKsystems
Position Summary The Member Relationship Officer creates a positive member experience by building strong relationships and providing exceptional service. This role assists members with consumer lending, account opening and maintenance, digital banking services, transaction processing, and problem resolution. The Member Relationship Officer identifies member needs, educates members on available products and services, and recommends solutions that support their financial goals. Key Responsibilities Build and maintain strong member relationships through meaningful conversations and proactive service. Anticipate member needs and deliver solutions that exceed expectations. Interview loan applicants, gather financial information, and support the underwriting process. Assist members with opening and maintaining deposit accounts and related services. Process member transactions and account maintenance accurately, efficiently, and confidentially. Troubleshoot account issues and provide timely resolution to member concerns. Educate members on loan protection products, insurance options, and other financial solutions. Achieve individual and team performance goals. Provide guidance on financial products and refer members to specialized teams when appropriate, including mortgage lending, investment services, financial wellness, and business banking resources. Represent the organization professionally within the community and at local events. Required Skills Customer Service Consumer Lending Banking or Financial Services Sales and Relationship Building Financial Planning and Guidance Account Opening and Maintenance Microsoft Office (Excel, Word, Outlook) Communication and Active Listening Problem Solving Cross-Selling and Referral Generation Qualifications Minimum of one year of customer service and sales experience. Previous banking, credit union, or financial services experience preferred. Financial counseling or related certifications are a plus. Strong verbal and written communication skills. Demonstrated ability to build rapport and gain commitment to products and services. Excellent interpersonal skills with a professional and member-focused approach. Strong attention to detail and accuracy. Proficiency with Microsoft Office and similar software applications. Flexible schedule, including occasional Saturday availability. Bilingual skills are a plus. Candidates with experience in banking, retail banking, consumer lending, branch operations, customer service, account management, or relationship management tend to be successful in this role. Experience opening accounts, processing transactions, and identifying financial solutions for customers is highly valued. Job Type & Location This is a Permanent position based out of Green Bay, WI. Pay And Benefits The pay range for this position is $46000.00 - $54000.00/yr. Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job‑related factors. Fox Communities Credit Union believes our team members are our most important asset. We offer a great team environment, competitive salary and an excellent benefit package which includes, medical, dental, vision, life, short term and long‑term disability insurance, 401k (Roth and Traditional), which includes company contributions including match, and paid time off! As part of our commitment to the communities we serve we also offer all team members Paid Volunteer Time Off! Workplace Type This is a fully onsite position in Green Bay,WI. Application Deadline This position is anticipated to close on Oct 1, 2026. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records. Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools. #J-18808-Ljbffr
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