Member Services Representative

Member Relationship Officer

The Member Relationship Officer plays a key role in delivering an exceptional member experience by building strong, lasting relationships. This position assists members with consumer lending needs, new accounts, digital services, account maintenance, transaction processing, and problem resolution through meaningful conversations, identifying member needs, educating on products and services, and recommending tailored solutions.

• Build and maintain strong member relationships by engaging in conversations, anticipating future needs, and exceeding expectations.
• Interview loan applicants, gather necessary information, and provide underwriting support for loan decisions.
• Assist members with opening and maintaining deposit accounts and related services.
• Process a wide range of member transactions and account maintenance accurately, confidentially, and efficiently, while resolving issues promptly.
• Educate members on ancillary loan products, insurance options, and recommend appropriate solutions.
• Achieve assigned performance and service goals.
• Provide sound financial guidance and refer members to specialized teams as needed (e.g., Financial Well‑being, Mortgage Lending, Investment Services, Treasury Management).

• 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.
• Flexible availability, including rotating Saturdays.
• Proven attention to detail.
• Advanced knowledge of Microsoft Office or similar software.
• Ability to speak and translate fluent Spanish and English is preferred.

Intermediate Level

Permanent position based out of Green Bay, WI.

The pay range for this position is $21.25 - $22.00/hr benefits include medical, dental & vision; critical illness, accident, and hospital; 401(k) retirement plan; life insurance; short and long‑term disability; health spending account; transportation benefits; employee assistance program; and time off/leave.

This is a fully onsite position in Green Bay, WI.

This position is anticipated to close on Jan 16, 2026.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.