MEMBER RELATIONSHIP OFFICER I - BILINGUAL

Fox Communities Credit Union; Green Bay (WI); On-site; USD 38,000 - 52,000; 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

Job summary

Fox Communities Credit Union is seeking a full-time Bilingual Member Relationship Officer I at our Main Street branch in Green Bay. You will engage with members to address their banking needs, assist with lending and account services, and educate on products and services.

This role requires bilingual fluency in English and Spanish and strong sales/service skills. Join a community-focused credit union offering a competitive benefits package and opportunities for professional growth as you

Qualifications

• Bilingual fluency in English and Spanish is required.
• Minimum one year of sales and service experience.
• Strong communication and interpersonal skills.
• Experience with financial products and services is a plus.
• Proficient in Microsoft Office.
• Financial Counselor Certification is a plus.

Responsibilities

• Promote Fox Mission, Purpose, Vision and Values.
• Build lasting member relationships through conversations and needs assessment.
• Interview loan applicants and provide underwriting details for loan decisions.
• Open and maintain deposit products and services for members.
• Process basic and advanced member transactions and account maintenance.
• Educate members on ancillary loan products and insurance options.

Skills

Bilingual English/Spanish

Sales experience

Customer service

Communication skills

Microsoft Office

Education

Financial Counselor Certification (plus)

Tools

Microsoft Office

Job description

MEMBER RELATIONSHIP OFFICER I - BILINGUAL

About this position

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

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!

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