MEMBER RELATIONSHIP OFFICER I - BILINGUAL

Fox Careers Page; Appleton (WI); On-site; USD 42,000 - 64,000; 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 is hiring a full-time Bilingual Member Relationship Officer for our Calumet Street branch in Appleton. The role focuses on servicing members, underwriting support, and offering deposit products, with emphasis on Spanish/English bilingual service.

The position requires sales/service experience, strong communication, and the ability to translate between English and Spanish. It includes community engagement and opportunities across financial services.

Qualifications

• Minimum of one year of sales and service experience.
• Ability to speak and translate fluent English and Spanish is required.
• 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 environment.
• Advanced knowledge of Microsoft Office or similar software.

Responsibilities

• Promoting and upholding Fox Mission, Purpose, Vision, and Values.
• Build and maintain lasting relationships with members through conversations and needs-based recommendations.
• Interview loan applicants and provide underwriting information for decisions.
• Assist members with deposits, accounts, and services.
• Process basic and advanced member transactions and account maintenance with confidentiality.
• Educate members on ancillary loan products and securing appropriate solutions.
• Achieve assigned goals and provide sound financial guidance; refer to partnering teams as needed.
• Represent Fox positively in the community.

Skills

Bilingual English/Spanish

Sales experience

Customer service

Communication skills

Microsoft Office

Attention to detail

Interpersonal skills

Job description

We currently have a career opportunity for a full-time Bilingual Member Relationship Officer at our Calumet Street branch in Appleton!

The Bilingual Member Relationship Officer creates apositive 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 Bilingual 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 Bilingual Member Relationship Officer position should possess:

• Minimum of one year of sales and service experience
• Ability to speak and translate fluent English and Spanish is required for this position
• 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

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! If you are enthusiastic about a rewarding career with a successful & growing credit union,

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