FLOATING MEMBER RELATIONSHIP OFFICER I

Fox Careers Page; Appleton (WI); On-site; USD 42,000 - 56,000; Full time

Job summary

Fox Communities Credit Union in Wisconsin is seeking a full-time Floating Member Relationship Officer. The role is based at the closest Fox location to your home and involves travel to support our 22 locations in NE Wisconsin.

You will guide members on consumer lending, open and maintain accounts, and build lasting relationships while delivering excellent service. Bilingual abilities in Spanish and English are preferred, with rotating Saturdays possible.

Qualifications

• Minimum of one-year sales and service experience.
• Preference for fluency in Spanish and English.
• Excellent interpersonal and communication skills.
• Strong attention to detail and accuracy.

Responsibilities

• Provide members with sound financial guidance for consumer lending needs.
• Evaluate lending decisions based on policy.
• Assist members with checking, savings, CD, and IRA accounts.
• Build and maintain long-term relationships to anticipate future needs.

Skills

Interviewing skills

Listening skills

Sales and service experience

Bilingual (Spanish/English) preferred

Interpersonal skills

Attention to detail

Written and verbal communication

Tools

MS Office

Job description

We currently have a career opportunity for a full-time Floating Member Relationship Officer to join the Fox family! The Floating Member Relationship Officer will be based out of the closest Fox location to their home but will be required to travel and support as needed at any of our 22 locations in NE Wisconsin. A listing of our branch hours and locations can be found on our website.

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

• Providing members with sound financial guidance for all their consumer lending needs.
• Evaluate and recommend decisions based on lending policy.
• Professionally assist members with their needs by opening and maintaining checking, savings, CD and IRA accounts.
• Building and maintaining long-term relationships to anticipate member’s future needs and to exceed their expectations.

Candidates for the Member Relationship Officer position should possess:

• Strong interviewing skills and listening skills to identify member needs.
• Minimum of one-year sales and service experience.
• The ability to speak and translate fluent Spanish and English is preferred.
• Excellent interpersonal skills to maintain a professional, courteous, and friendly atmosphere for members and co-workers.
• Flexible availability which will include rotating Saturdays.
• Proven attention to detail skills.
• Excellent written and verbal communication skills.
• Advanced knowledge of MS office or similar software.

Preferred candidates will possess previous financial industry experience with account opening and consumer lending knowledge.

Fox Communities Credit Union is an over $3 billion in assets community-based credit union serving more than 130,000 members at over 20 locations. We take pride in being a progressive, member-owned, full service financial institution dedicated to serving the community.

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!

Equal Opportunity Employer of Protected Veterans, and Individuals with Disabilities.