Member Relationship Officer

About the role

The Member Relationship Officer I creates a positive impression and establishes strong member relationships, delivering a lasting experience. They assist members with consumer lending needs, new accounts, digital services, account maintenance, processing transactions, and problem resolution. While working with members, they uncover needs, educate on products and services, and recommend solutions.

Responsibilities

• Build and maintain lasting relationships through conversations, anticipating members’ future needs, and exceeding expectations
• Interview loan applicants and provide underwriting with additional information to make loan decisions
• Assist members by opening and maintaining deposit products and services
• Process basic and advanced member transactions and account maintenance confidentially, accurately, and efficiently
• Assist members with problem resolution
• Educate members on ancillary loan products, insurance options, and secure appropriate solutions
• Achieve assigned goals
• Provide members with sound guidance for their financial needs and refer as needed to partnering teams (e.g., Financial Well-being, Mortgage Lending, Investment Services, Treasury Management)

Requirements

• Minimum of one year of sales and service experience
• Previous financial/banking industry experience 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

Schedule

Monday–Friday, 8:00 AM–5:30 PM & Saturday, 9:00 AM–12:00 PM (every 3rd Saturday)

Pay

The pay range for this position is $46,000.00 – $54,000.00 per year.

Benefits

• Medical, dental, and vision insurance
• Life, short-term, and long-term disability insurance
• 401k (Roth and Traditional) with company contributions including match
• Paid time off
• Paid Volunteer Time Off

This is a permanent, fully onsite position based in Appleton, WI.