MEMBER RELATIONSHIP OFFICER I - FLOATING

Fox Careers Page; Appleton (WI); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k with company match

Paid time off

Paid Volunteer Time Off

Job summary

Fox Communities Credit Union in Appleton, Wisconsin, is looking for a full-time Floating Member Relationship Officer. This role involves providing financial guidance for consumer lending while building long-term relationships with members.

The ideal candidate will have strong interpersonal skills, experience in sales or service, and be able to communicate effectively in both Spanish and English. A great benefits package, including medical and 401k options, is offered.

Qualifications

• Minimum of one year sales and service experience.
• Preferred previous financial industry experience.
• Ability to work flexible hours including rotating Saturdays.

Responsibilities

• Provide financial guidance for consumer lending.
• Evaluate and recommend decisions based on lending policy.
• Assist members with opening and maintaining accounts.
• Build long-term relationships to anticipate member needs.

Skills

Interviewing skills

Listening skills

Bilingual (Spanish and English)

Interpersonal skills

Attention to detail

Communication skills

MS Office proficiency

Job description

We currently have a career opportunity for a full-time Floating Member Relationship Officer to join the Fox family! The Floating Member Relationship Officer will be based out of the closest Fox location to their home but will be required to travel and support as needed at any of our 22 locations in NE Wisconsin. A listing of our branch hours and locations can be found on our website.

Primary Responsibilities

• Providing members with sound financial guidance for all their consumer lending needs.
• Evaluate and recommend decisions based on lending policy.
• Professionally assist members with their needs by opening and maintaining checking, savings, CD and IRA accounts.
• Building and maintaining long-term relationships to anticipate member’s future needs and to exceed their expectations.

Candidate Requirements

• Strong interviewing skills and listening skills to identify member needs.
• Minimum of one-year sales and service experience.
• The ability to speak and translate fluent Spanish and English is preferred.
• Excellent interpersonal skills to maintain a professional, courteous, and friendly atmosphere for members and co-workers.
• Flexible availability which will include rotating Saturdays.
• Proven attention to detail skills.
• Excellent written and verbal communication skills.
• Advanced knowledge of MS office or similar software.

Preferred candidates will possess previous financial industry experience with account opening and consumer lending knowledge.

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 offers 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, apply now!

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