Member Relationship Officer

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

The Member Relationship Officer creates a positive impression and establishes strong member relationships, creating a lasting member experience. They assist members with consumer lending needs, new accounts, digital services, account maintenance, processing member transactions and problem resolution. While working with members, they uncover needs, educate members on products and services, and recommend solutions.

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

• 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

Top Skills Details

Financial Services,Financial Planning,Credit Union,Banking,Excel,Lending,Customer Service,Sales

Additional Skills & 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
• 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

Experience Level

Intermediate Level

Job Type & Location

This is a Permanent position based out of Green Bay, WI.

Pay And Benefits

The pay range for this position is $46000.00 - $54000.00/yr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

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!

• medical
• dental
• vision
• life
• short term and long-term disability insurance
• 401k (Roth and Traditional), which includes company contributions including match
• paid time off
• Paid Volunteer Time Off

Workplace Type

This is a fully onsite position in Green Bay, WI.

Application Deadline

This position is anticipated to close on Sep 11, 2026.

Equal Opportunity Employer

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI)

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.