MEMBER RELATIONSHIP OFFICER I - BILINGUAL

Fox Communities Credit Union; Appleton (WI); On-site; USD 42,000 - 60,000; 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 in Appleton, WI, is hiring a full‑time Bilingual Member Relationship Officer I at the Calumet Street branch. You will help members with deposits, loans, and digital services while building strong relationships and delivering exceptional service.

The role requires bilingual English/Spanish abilities, sales experience, and excellent communication skills. A positive team environment and comprehensive benefits are provided as part of a growing community financial

Qualifications

• Minimum of one year of sales and service experience.
• Ability to speak and translate 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.

Responsibilities

• Promote and uphold the Fox Mission, Purpose, Vision, and Values.
• Build lasting relationships through conversations and anticipating members' needs.
• Interview loan applicants and provide underwriting information to support decisions.
• Assist members with deposits, loans, and digital services; provide problem resolution.
• Educate members on loan products, insurance options, and solutions.

Skills

Bilingual English/Spanish

Sales experience

Customer service

Education

Financial Counselor Certification (plus)

Tools

Microsoft Office

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

MEMBER RELATIONSHIP OFFICER I - BILINGUAL

Full Time Appleton-Calumet St, Appleton, WI, US

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
• 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.