MEMBER RELATIONSHIP OFFICER I - BILINGUAL
Fox Communities Credit Union · Green Bay, WI · 1 wk ago
FinanceFull-time
About the role
We currently have a career opportunity for a full-time Bilingual Member Relationship Officer at our Main Street branch in Green Bay!
Responsibilities
- Promoting and upholding the Fox Mission, Purpose, Vision, and Values
- Building and maintaining lasting relationships through conversations, anticipating members’ future needs and exceeding expectations
- Interviewing loan applicants and providing underwriting additional information to make loan decisions
- Aiding members with their needs by opening and maintaining deposit products and services
- Processing basic and advanced member transactions and account maintenance confidentially, accurately, and efficiently, and assisting members with problem resolution
- Education members on ancillary loan products, insurance options, and securing appropriate solutions
- Achieving assigned goals
- Providing members with sound guidance for their financial needs and referring as needed to partnering teams (i.e. Financial Well-being, Mortgage Lending, Investment Services, Treasury Management)
Requirements
- Minimum of one year of sales and service experience
- Ability to speak and translate fluent English and Spanish is required for this position
- Previous financial industry experience is 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
- Excellent interpersonal skills to maintain a professional, courteous, and friendly atmosphere for members and team members
- Flexible availability, including rotating Saturdays
- Proven attention to detail
- Excellent written and verbal communication skills
- Advanced knowledge of Microsoft Office or similar software
Qualifications
- Minimum of one year of sales and service experience
- Ability to speak and translate fluent English and Spanish is required for this position
- Previous financial industry experience is 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
- Excellent interpersonal skills to maintain a professional, courteous, and friendly atmosphere for members and team members
- Flexible availability, including rotating Saturdays
- Proven attention to detail
- Excellent written and verbal communication skills
- Advanced knowledge of Microsoft Office or similar software
Skills
- Fluent in English and Spanish
- Financial industry experience
- Financial Counselor Certification
- Communication skills
- Sales skills
- Attention to detail
- Microsoft Office proficiency
Benefits
- Medical
- Dental
- Vision
- Life
- Short term and long-term disability insurance
- 401k (Roth and Traditional)
- Company contributions including match
- Paid time off
Pay
Competitive salary
Schedule
Rotating Saturdays