Member Relationship Officer
About the role
The Member Relationship Officer creates a positive and memorable member experience by building strong relationships and delivering exceptional service. This role assists members with consumer lending, new accounts, digital banking services, account maintenance, transaction processing, and issue resolution. Through meaningful conversations, the Member Relationship Officer identifies member needs, provides financial education, and recommends products and services that support members' financial goals.
Responsibilities
- Build and maintain strong member relationships by providing personalized service and proactive financial guidance.
- Identify member needs through consultative conversations and recommend appropriate products, services, and solutions.
- Assist members with opening, maintaining, and servicing deposit accounts and related services.
- Interview loan applicants, gather and analyze information, and provide appropriate recommendations to support lending decisions.
- Process member transactions and account maintenance accurately, efficiently, and confidentially.
- Resolve member concerns and inquiries with professionalism and a focus on delivering positive outcomes.
- Educate members on ancillary lending products, insurance options, and other financial solutions that support their needs.
- Achieve individual and team sales, service, and performance goals.
- Refer members to specialized partners, including Mortgage Lending, Financial Planning, Investment Services, Treasury Management, and other financial solutions when appropriate.
- Represent the organization professionally within the community and promote a positive member experience.
Skills
- Customer Service
- Consumer Lending
- Financial Services
- Banking Operations
- Relationship Building
- Sales and Consultative Selling
- Account Opening and Maintenance
- Problem Resolution
- Digital Banking Services
- Microsoft Office Suite
- Financial Education
Qualifications
- Minimum of one year of customer service and sales experience.
- Previous experience in banking, credit union, or financial services environments preferred.
- Financial Counselor Certification or similar credential is a plus.
- Strong verbal, written, and active listening communication skills.
- Demonstrated ability to identify needs and recommend products and services that provide value to members.
- Excellent interpersonal skills with the ability to build trust and maintain positive relationships with members and team members.
- Strong attention to detail and commitment to accuracy.
- Ability to effectively manage multiple priorities in a fast-paced environment.
- Proficiency with Microsoft Office or comparable software applications.
- Flexible availability, including occasional Saturdays.
- Bilingual skills are a plus.
Preferred Competencies
- Relationship Management
- Financial Wellness Coaching
- Consumer Lending Knowledge
- Cross-Selling and Referral Generation
- Member Advocacy
- Problem Solving
- Time Management
- Professional Communication
- Team Collaboration
Pay and Benefits
The pay range for this position is $46000.00 - $54000.00/yr. Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.
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!
Job Type & Location
This is a Permanent position based out of Green Bay, WI. This is a fully onsite position in Green Bay, WI. This position is anticipated to close on Sep 22, 2026.