Branch - Member Relationship Officer

Landmark Credit Union; Madison (WI); On-site; USD 36,000 - 48,000; Full time

Job summary

Landmark Credit Union in Madison, WI seeks a proactive Member Relationship Officer to assist members with their financial needs, open accounts, process transactions, and promote deposit and loan products. The role emphasizes personalized service and compliance with regulations.

The position requires weekday shifts and every other Saturday, offering opportunities to grow within a collaborative, community-focused credit union. Strong communication and relationship-building skills are essential.

Qualifications

• High School diploma or equivalent required.
• Minimum of one year teller or lending experience required.
• Ability to build relationships and deliver excellent member service.
• Strong communication skills to explain products and processes.
• Experience recommending or referring deposit and loan products based on member needs.
• Working knowledge of lending products or ability to learn.

Responsibilities

• Build strong member relationships by understanding needs and providing personalized solutions.
• Provide efficient transaction services and support for accounts.
• Educate members on digital and automated services and assist enrollment.
• Assist with opening new accounts ensuring accuracy and compliance.
• Promote deposit and loan products based on member needs.
• Support a full range of transaction, account servicing, and lending activities.
• Promote ancillary insurance products when appropriate.
• Handle loan pipelines and collect required documentation from members.
• Perform operational duties including ATM balancing and audits.
• Train and support team members as needed.
• Assist with branch opening/closing procedures.
• Participate in required training at HQ and off-site.

Skills

Communication

Relationship building

Customer service

Sales

Lending knowledge

Technology systems

Education

High School diploma or equivalent

1 year teller or lending experience

Job description

Posted Thursday, August 27, 2026 at 5:00 AM

At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our members’ financial wellbeing, positively impact the communities we serve, and help our associates grow their careers. Bring your authentic self to work as part of an organization where you’ll feel valued for your unique qualities, are enabled to reach your full potential, and are recognized for your contributions to our success. We strive to ensure you feel empowered to grow and succeed, while also feeling valued and taken care of, as we all do our part to put people first. We invite you to learn more about this and other opportunities at Landmark Credit Union.

This position requires working weekday shifts and every other Saturday.

BRANCH HOURS

Monday through Thursday, 8:30 AM to 5 PM Friday, 8:30 AM to 6 PM
Saturday, 9 AM to 1 PM

NATURE AND SCOPE

This position reports to the Branch Manager or Assistant Branch Manager. The Member Relationship Officer is responsible for assisting members with their financial needs while delivering exceptional member service. This position provides personalized financial solutions, processes transactions accurately, and ensures compliance with regulatory standards.

The role supports both transactional and account servicing functions, delivering a seamless and consistent member experience.

REQUIREMENTS

• 1. High School diploma or equivalent and a minimum of one year of previous teller orlending experience required. A combination of education and experience may also be considered.
• 2. Demonstrated ability to build relationships and deliver excellent member service.
• 3. Strong communication skills with the ability to clearly explain products, services,and processes.
• 4. Experience recommending or referring deposit and loan products based onmember needs.
• 5. Working knowledge of lending products and processes, or the ability to learn andapply this knowledge.
• 6. Ability to support members through account opening, servicing, and basic lendingactivities.
• 7. Must have or be able to attain National Mortgage Licensing System registration(NMLS#).
• 8. Ability to stand for long periods of time.
• 9. Successful ability to sell ancillary insurance products.
• 10. Must possess strong problem solving and organizational skills with the ability to manage multiple priorities.
• 11. Ability to use independent judgment and discretion in various situations whilemaintaining a high degree of confidentiality.
• 12. Experience with, or ability to learn systems and technology used for transactionsand account servicing.
• 13. Must develop a thorough understanding of company policies and procedures as they relate to this position. Must understand and comply with all job-related State and federal laws and regulations.

PRINCIPAL ACCOUNTABILITIES

• 1. Build strong member relationships by understanding needs, providing personalized solutions, and resolving inquiries in a timely and professional manner.
• 2. Provide accurate, efficient, and courteous transaction services, including support for commercial accounts.
• 3. Educate members on available digital and automated services and assist with enrollment and usage.
• 4. Assist members with opening new accounts, ensuring accuracy, compliance, and a positive onboarding experience.
• 5. Recommend and promote appropriate deposit and loan products based onmember needs, and remain knowledgeable of current offerings and promotions.
• 6. Deliver a seamless member experience by supporting a full range of transaction, account servicing, and lending activities.
• 7. Promote and offer ancillary insurance products, including GAP and PaymentProtection as appropriate.
• 8. Works loan pipelines, understands loan documentation and follows through toobtain all required documentation from members.
• 9. Perform operational and support duties, including ATM balancing, transaction verification, overrides, mail processing, and audit support.
• 10. Serve as a resource to team members by providing guidance, training, and support as needed.
• 11. Assist with branch operations, including opening and closing procedures, as needed.
• 12. Participate in required training and development opportunities at headquarters and an off-site location.
• 13. Performs other duties as assigned.