Credit Union Member Relationship Consultant

BELLEVUE, Bellevue, OH, US

3 days ago Requisition

MEMBER RELATIONSHIP CONSULTANT

Turn conversations into relationships - and relationships into financial solutions.

Are you someone who enjoys helping people, uncovering opportunities, and finding the right financial solution - not just completing a transaction?

Firelands Federal Credit Union is looking for a Full-Time Member Relationship Consultant who brings together relationship building, lending experience, and a consultative sales mindset to make a meaningful difference for our members.

This role is a great fit for someone who has experience working with loan applications, sales, financial products, or performance goals and enjoys discovering what a member truly needs and connecting them with solutions that can improve their financial well-being.

As a Member Relationship Consultant, you will build relationships with members, identify lending opportunities, and help connect people with financial solutions that make sense for their individual needs.

• Proactively identify consumer lending opportunities within our existing member base and the communities we serve.
• Meet with members to understand their financial needs and recommend appropriate loan products, loan structures, and ancillary products.
• Receive and assist loan applicants through multiple channels, including online, phone, and in-person referrals.
• Conduct loan application interviews and process applications across the full range of consumer lending products.
• Prepare and forward completed applications for underwriting and communicate decisions, next steps, and additional requirements to applicants.
• Ensure consumer loan documentation is accurate, complete, and processed timely.
• Look beyond the immediate request to identify additional opportunities where Firelands FCU may be able to help the member.
• Build relationships and develop contacts throughout the communities we serve to create referral opportunities and a future book of business.
• Work toward individual and team goals while maintaining a strong focus on doing what is right for the member.
• Help spread financial well-being by educating members and connecting them with solutions that support their financial goals.

We are looking for someone who is relationship-focused, comfortable with goals, and motivated by finding the right solutions for members.

• Previous lending and/or loan application experience, preferably within banking, credit union, consumer finance, or financial services.
• Experience in sales or a goal-driven environment, with the ability to identify opportunities and confidently recommend products and services.
• Strong communication and relationship-building skills, with the ability to ask the right questions, listen, and uncover member needs.
• A proactive, self-motivated approach with strong attention to detail and follow-through.
• A genuine passion for helping members improve their financial well-being.

You enjoy the challenge of a goal, but you also understand that great sales start with great relationships.

You do not believe in simply selling a product. You believe in asking questions, understanding the bigger picture, and helping someone discover a solution that genuinely makes sense for them.

You are comfortable talking about lending, recognizing opportunities, following up with potential borrowers, and building relationships that extend beyond a single transaction.

We are not your typical financial institution. As a member-owned credit union, our focus is on helping people and strengthening the communities we serve.

If you are looking for an opportunity where you can combine lending, relationship building, sales, and financial well-being while making a meaningful impact for members - we would love to meet you.

We recognize the importance of investing in our employees and offer an excellent benefits package.

• Credit Union Membership
• Paid Time Off
• Paid Holidays & Birthday
• Bereavement Pay
• 401(k) Retirement Plan
• Group Health Insurance
• Prescription Card
• Dental and Vision Plan
• Flexible Spending Account / Health Savings Account
• Employer Paid – Group Life Insurance
• Employer Paid
  - Short Term Disability Insurance
• Employer Paid
  - Long Term Disability Insurance