Member Relationship Officer

MEMBER RELATIONSHIP OFFICER I

Fox Communities Credit Union Appleton, Wisconsin, United States

We currently have a career opportunity for a full-time Member Relationship Officer at our Wisconsin Avenue branch in Appleton!

The Member Relationship Officer creates a positive impression and establishes strong member relationships creating a lasting member experience. They assist members with consumer lending needs, new accounts, digital services, account maintenance, processing member transactions and problem resolution. While working with members, they uncover needs, educate members on products and services, and recommend solutions.

The primary responsibilities of the Member Relationship Officer role include but are not limited to:

• Promoting and upholding the Fox Mission, Purpose, Vision, and Values
• Building and maintaining lasting relationships through conversations, anticipating members’ future needs and exceeding expectations
• Interviewing loan applicants and providing underwriting additional information to make loan decisions
• Assisting members with their needs by opening and maintaining deposit products and services
• Processing basic and advanced member transactions and account maintenance confidentially, accurately, and efficiently, and assisting members with problem resolution
• Educating members on ancillary loan products, insurance options, and securing appropriate solutions.
• Achieving assigned goals
• Providing members with sound guidance for their financial needs and referring as needed to partnering teams (i.e. Financial Well‑being, Mortgage Lending, Investment Services, Treasury Management)
• Positively representing Fox in the community

Candidates for the Member Relationship Officer position should possess:

• Minimum of one year of sales and service experience
• Previous financial industry experience is preferred
• Financial Counselor Certification is a plus
• Strong communication skills including verbal, written and active listening
• Sales skills in gaining commitment to products and services
• Excellent interpersonal skills to maintain a professional, courteous, and friendly atmosphere for members and team members
• Proven attention to detail