Jobs · Finance · Wisconsin

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

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