Member Relationship Officer
Listed on 2026-09-13
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Finance & Banking
Financial Sales, Bank Customer Service, Loan Officer / Lending, Banking & Finance
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.
Primary responsibilities of the Member Relationship Officer role include but are not limited to:- Promoting and upholding the company 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 company in the community
- Flexible availability, including rotating Saturdays
Financial Services, Financial Planning, Credit Union, Banking, Excel, Lending, Customer Service, Sales, Inside Sales, Bank Teller, Opening Accounts, Closing Accounts
Top Skills DetailsFinancial Services,Financial Planning,Credit Union,Banking,Excel,Lending,Customer Service,Sales
AdditionalSkills & Qualifications
- 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
- Excellent written and verbal communication skills
- Advanced knowledge of Microsoft Office or similar software
- Bilingual skills are a plus
Intermediate Level
Job Type & LocationThis is a Permanent position based out of Green Bay, WI.
Pay And BenefitsThe 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!
- medical
- dental
- vision
- life
- short term and long-term disability insurance
- 401k (Roth and Traditional), which includes company contributions including match
- paid time off
- Paid Volunteer Time Off
This is a fully onsite position in Green Bay, WI.
Final date to receive applicationsThis position is anticipated to close on Sep 11, 2026.
Equal Opportunity EmployerThe 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.
San Francisco Fair Chance OrdinanceSan 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 DetectorMassachusetts 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…
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