MEMBER RELATIONSHIP OFFICER I

Fox Careers Page; Bellevue (WI); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

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 Green Bay branch. You will build strong member relationships, assist with consumer lending, new accounts, and digital services while delivering excellent service.

The role involves educating members on products, handling deposits and transactions, and referring to specialist teams. Flexible Saturdays and strong communication are valued.

Qualifications

• Minimum of one year of sales and service experience.
• Previous financial industry experience is preferred.
• 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.

Responsibilities

• Promote and uphold Fox Mission, Purpose, Vision, and Values.
• Build and maintain lasting relationships through conversations and understanding member needs.
• Interview loan applicants and provide underwriting information to help loan decisions.
• Assist members with deposits, accounts, and services.
• Process member transactions accurately and maintain confidentiality.
• Educate members on loan products and insurance options and secure suitable solutions.
• Achieve assigned goals and refer to partnering teams as needed.
• Represent Fox positively in the community.

Skills

Sales skills

Communication skills

Interpersonal skills

Attention to detail

Bilingual abilities

Education

Financial Counselor Certification

Tools

Microsoft Office

Job description

We currently have a career opportunity for a full-time Member Relationship Officer at our Monroe Road branch in Green Bay!

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.

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

• 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 (i.e. Financial Well-being, Mortgage Lending, Investment Services, Treasury Management)
• Positively representing Fox in the community

Candidates for the Member Relationship Officer position should possess:

• 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

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.

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!

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