Member Relationship Advisor - Banking & Lending

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

Benefits offered by this job

Medical, Dental, and Vision Insurance

Life Insurance

Short-Term and Long-Term Disability

401(k) with Company Match and Roth and

Job summary

Fox Communities Credit Union in Green Bay, WI is seeking a Member Relationship Officer to help members achieve their financial goals through personalized service, lending solutions, and account management.

You will build lasting relationships, assess member needs, and guide them to the right products while delivering exceptional service in a full-time, onsite role with a Monday–Friday schedule and rotating Saturdays.

Qualifications

• Minimum 1 year of sales and customer service experience.
• Strong communication, relationship-building, and active listening skills.
• Proven ability to identify needs and recommend solutions.
• Strong attention to detail and organizational skills.
• Proficiency with Microsoft Office or similar software.
• Ability to work a flexible schedule, including rotating Saturdays.

Responsibilities

• Build and maintain long-term relationships with members through meaningful conversations and proactive service.
• Assist members with consumer lending needs, including interviewing applicants and gathering information to support loan decisions.
• Open and maintain checking, savings, CD, IRA, and other deposit accounts.
• Process member transactions and account maintenance accurately, efficiently, and confidentially.
• Educate members on loan products, insurance options, digital banking services, and other financial solutions.
• Identify opportunities to recommend products and services that meet members' financial needs.
• Resolve account and service issues while delivering a positive member experience.
• Partner with internal teams including Mortgage Lending, Investment Services, Financial Well-being, and Treasury Management to provide comprehensive solutions.
• Achieve individual sales and service goals.
• Represent Fox Communities Credit Union positively within the community.

Skills

Sales experience

Customer service

Communication

Relationship-building

Active listening

Attention to detail

Microsoft Office

Scheduling flexibility

Tools

Microsoft Office

Job description

Fox Communities Credit Union in Green Bay, WI is seeking a Member Relationship Officer to help members achieve their financial goals through personalized service, lending solutions, and account management.

You will build lasting relationships, assess member needs, and guide them to the right products while delivering exceptional service in a full-time, onsite role with a Monday–Friday schedule and rotating Saturdays.