Member Experience Advisor

TEKsystems; Green Bay (WI); On-site; USD 46,000 - 54,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Short-term disability

Long-term disability

401k with company match

Paid time off

Paid Volunteer Time Off

Job summary

Fox Communities Credit Union in Green Bay, WI is seeking a Member Relationship Officer to build lasting member relationships and help with consumer lending, new accounts, and digital services. You will educate members, promote solutions, and maintain deposits while achieving assigned goals.

The role requires strong communication and sales skills, with flexible Saturday availability. This is a permanent, onsite position offering competitive benefits and opportunities to refer clients to

Qualifications

• At least 1 year of sales and service experience.
• Previous financial industry experience 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.

Responsibilities

• 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.

Skills

Financial Services

Financial Planning

Credit Union

Banking

Excel

Lending

Customer Service

Sales

Inside Sales

Bank Teller

Opening Accounts

Closing Accounts

Tools

Microsoft Office

Job description

Fox Communities Credit Union in Green Bay, WI is seeking a Member Relationship Officer to build lasting member relationships and help with consumer lending, new accounts, and digital services. You will educate members, promote solutions, and maintain deposits while achieving assigned goals.

The role requires strong communication and sales skills, with flexible Saturday availability. This is a permanent, onsite position offering competitive benefits and opportunities to refer clients to