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Jobs · Finance · Wisconsin

Member Relationship Officer (Floating)

TEKsystems · Appleton, WI · 2 days ago
On-siteFinance$46k–$54k/yrFull-time

About The Role

As a Member Relationship Officer, you will serve as a trusted financial partner to members by providing guidance on lending products, opening and maintaining accounts, and delivering personalized service that strengthens long-term member relationships. You will evaluate lending requests, identify opportunities to deepen relationships, and ensure members receive outstanding service at every interaction. This is a floating position, requiring travel to multiple branch locations throughout Northeast Wisconsin as business needs dictate.

Responsibilities

  • Provide members with financial guidance and recommendations for consumer lending products and services.
  • Evaluate loan applications and make recommendations in accordance with lending policies and procedures.
  • Open and maintain checking, savings, CD, and IRA accounts.
  • Build strong relationships with members to understand their current and future financial needs.
  • Identify opportunities to enhance member relationships through additional products and services.
  • Interview members to uncover financial goals and recommend appropriate solutions.
  • Deliver exceptional service while maintaining accuracy and compliance.
  • Assist members with account maintenance and general banking transactions.
  • Maintain detailed and accurate member records and documentation.
  • Collaborate with team members to ensure a positive member experience across all branch locations.

Qualifications

  • Minimum of one year of sales and customer service experience.
  • Strong interviewing, listening, and relationship-building skills.
  • Excellent verbal and written communication skills.
  • Strong attention to detail and organizational skills.
  • Proficiency with Microsoft Office and related software applications.

Schedule

Full-time position. Monday-Friday, 8:00 AM - 5:00 PM; some Saturdays 9:00 AM - 12:00 PM.

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, with the home branch being the Fox Communities location closest to your residence.

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