Member Experience & Lending Specialist

Fox Communities Credit Union; Green Bay (WI); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Short & long-term disability insurance

401k with company match

Paid time off

Paid Volunteer Time Off

Job summary

Fox Communities Credit Union is seeking a full-time Member Relationship Officer at our Monroe Road branch in Green Bay. The role focuses on creating strong member relationships, assisting with consumer lending, new accounts, digital services, and problem resolution.

The ideal candidate has at least one year in sales and service, strong communication skills, and comfort with Microsoft Office; bilingual abilities are a plus.

Qualifications

• Minimum of one year of sales and service experience.
• Previous financial industry experience is preferred.
• Financial Counselor Certification is a plus
• Strong communication skills including verbal, written and active listening

Responsibilities

• Promoting and upholding the Fox 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
• Positively representing Fox in the community

Skills

Sales experience

Customer service

Communication skills

Microsoft Office

Attention to detail

Bilingual

Tools

Microsoft Office

Job description

Fox Communities Credit Union is seeking a full-time Member Relationship Officer at our Monroe Road branch in Green Bay. The role focuses on creating strong member relationships, assisting with consumer lending, new accounts, digital services, and problem resolution.

The ideal candidate has at least one year in sales and service, strong communication skills, and comfort with Microsoft Office; bilingual abilities are a plus.