Member Relationship Officer

Robert Half Permanent Placement is partnering with a wonderful organization in Cheektowaga, NY on their search for a Member Services Specialist.

About the role

This is an in-branch role directly interacting with potential clients with a focus on driving membership. The ideal candidate will bring a customer service mindset alongside a warm and welcoming demeanor. The branch is open for a half day every Saturday; this role is required to work Saturday morning from 9 AM – 1 PM at least twice a month.

Starting wage is $24 - $27 per hour based on experience and includes a comprehensive benefits package.

Responsibilities

• Develop and maintain strong client relationships to support long-term retention, satisfaction, and business growth
• Identify prospective clients and opportunities through networking, outreach, referrals, and other business development activities
• Assess client needs and recommend appropriate products, services, and solutions that align with their goals
• Create and execute strategies to convert prospects into new clients and expand relationships with existing clients
• Serve as a trusted resource to clients by providing responsive service, timely communication, and knowledgeable guidance
• Proactively identify opportunities to strengthen existing relationships through additional products, services, and solutions
• Collaborate with internal teams to ensure client needs are effectively addressed and commitments are fulfilled
• Perform additional duties and responsibilities as assigned, with responsibilities subject to change based on business needs

Requirements

• High school diploma or equivalent required; associate degree in business, finance, or related field preferred
• Prior financial services, lending, sales, or customer service experience strongly preferred
• Strong communication, interpersonal, member service, relationship-building, and consultative sales skills
• Ability to understand needs and recommend appropriate financial solutions
• Knowledge of financial products, lending practices, credit reports, account documentation, regulatory requirements, and financial data
• Highly organized and detail-oriented with strong judgment, accuracy, problem-solving abilities
• Ability to manage multiple priorities in a fast-paced branch environment
• Proficient with computers, online banking and lending systems, and standard office software
• Demonstrates professionalism, discretion, integrity, and sound handling of confidential information

Benefits

• Comprehensive benefits package including medical, vision, dental, and life and disability insurance
• Eligibility to enroll in company 401(k) plan

Schedule

• Required to work Saturday mornings (9 AM – 1 PM) at least twice a month

Pay

$24 - $27 per hour based on experience