FLOATING MEMBER RELATIONSHIP OFFICER I

Fox Communities Credit Union; Appleton (WI); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life Insurance

Short term disability insurance

Long-term disability insurance

401k

Paid time off

Paid Volunteer Time Off

Job summary

Fox Communities Credit Union in Appleton, Wisconsin is seeking a Floating Member Relationship Officer I to join our team. This full-time role is based near you but travels to support all 22 Fox locations across NE Wisconsin, delivering sound financial guidance and building lifelong member relationships.

Responsibilities include evaluating lending options, opening and maintaining accounts, and delivering exceptional service.

Qualifications

• Minimum of one year sales and service experience.
• Ability to speak fluent Spanish and English preferred.
• Excellent written and verbal communication.
• Flexibility to rotate Saturdays.
• Proficient with MS Office or similar software.

Responsibilities

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

Skills

Sales experience

Bilingual English/Spanish

Interpersonal skills

Listening & interviewing

Attention to detail

Communication skills

Microsoft Office

Tools

MS Office

Job description

FLOATING MEMBER RELATIONSHIP OFFICER I

Fox Communities Credit Union Appleton, Wisconsin, United States

About this position

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.

We offer a great team environment, competitive salary and an excellent benefit package.

• Medical
• Dental
• Vision
• Life
• Short term disability insurance
• Long-term disability insurance
• 401k (Roth and Traditional) which includes company contributions including match
• Paid time off
• Paid Volunteer Time Off

Fox Communities Credit Union believes our team members are our most important asset.

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