Member Relationship Associate (Pearlridge Branch)
About The Position
The Member Relationship Associate I (MRO I) is a key step in a rewarding career focused on helping members achieve their financial goals and peace of mind. This role delivers exceptional service by assisting members with account transactions, account maintenance, new account openings, and consumer lending requests while identifying opportunities to improve members' financial well-being. MROs engage members in meaningful conversations to understand their needs and recommend appropriate products and services that help them save money, reduce debt, build savings, improve financial flexibility, and strengthen their overall financial health. This position supports branch operations, resolves member inquiries, maintains accurate records, and ensures all transactions and activities comply with established policies, procedures, and regulatory requirements.
Requirements
- 2+ years of related experience in Financial Services or equivalent.
- Thorough knowledge of member services and products provided.
- Knowledge of credit union loan services, policies, and procedures.
- Understanding of related legal and regulatory standards, and required loan documentation.
- Knowledge of consumer and residential lending practices.
- Excellent interviewing, communication and public relations skills.
- Strong analytical and financial skills.
- Professional appearance, dress, and attitude.
- Ability to operate related computer applications and business equipment including 10-key calculations, printer, telephone and notary stamp.
- Solid math abilities.
Responsibilities
- Deliver outstanding member service and build trusted member relationships.
- Open and service deposit accounts and assist with consumer lending solutions.
- Identify opportunities to recommend products and services that support member financial goals.
- Resolve member issues promptly and professionally.
- Maintain operational accuracy and compliance standards.
- Contribute to branch performance and member satisfaction goals.
Benefits
- Competitive pay
- Merit increases
- Incentives
- 100% coverage for medical premiums for full-time employees
- 100% coverage for dental premiums for full-time employees
- 50% coverage towards family members' medical and dental premiums
- Pre-tax deductions for Flexible Spending Plan
- 13 paid holidays each year
- Paid time off for Election Day
- Up to 2 full days off for Community Service
- Increase in PTO accrual with every year employed
- 401(k) plan
- Up to 10% employer contributions to 401(k)
- 6% employer match to 401(k)
- Profit sharing after first year
- 100% bus pass reimbursement
- Up to $100 subsidy towards parking
- Pre-Tax deductions for transportation
- Access to wellness fairs
- Access to flu shot clinics
- Access to on-site fitness centers
- Flexible spending plans
- Credit union discounts
- Life insurance
- Accident insurance
- Disability insurance
- In-person training programs
- Online training programs
- Workshops
- Career development assistance
- Tuition assistance
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
