MEMBER RELATIONSHIP OFFICER I - BILINGUAL

Fox Communities Credit Union•Green Bay, WI
•Onsite

About The Position

The Bilingual Member Relationship Officer creates a positive impression and establishes strong member relationships to provide a lasting member experience. The officer assists members with consumer lending needs, new accounts, digital services, account maintenance, transactions, and problem resolution. They identify members’ needs, educate them about products and services, and recommend solutions. The role is based at the Main Street branch in Green Bay and requires fluent English and Spanish speaking and translation abilities. The position includes flexible availability, including rotating Saturdays.

Requirements

  • At least one year of sales and service experience.
  • Fluent English and Spanish speaking and translation ability.
  • Strong communication skills, including verbal, written, and active listening skills.
  • Sales skills, including the ability to gain commitment to products and services.
  • Excellent interpersonal skills to maintain a professional, courteous, and friendly atmosphere with members and team members.
  • Flexible availability, including rotating Saturdays.
  • Proven attention to detail.
  • Advanced knowledge of Microsoft Office or similar software.

Nice To Haves

  • Previous financial industry experience is preferred.
  • Financial Counselor Certification is a plus.

Responsibilities

  • Promote and uphold Fox’s Mission, Purpose, Vision, and Values.
  • Build and maintain lasting relationships by anticipating members’ future needs and exceeding expectations.
  • Interview loan applicants and provide additional underwriting information to support loan decisions.
  • Open and maintain deposit products and services for members.
  • Process basic and advanced member transactions and account maintenance confidentially, accurately, and efficiently.
  • Assist members with problem resolution.
  • Educate members on ancillary loan products and insurance options, and help secure appropriate solutions.
  • Achieve assigned goals.
  • Provide guidance for members’ financial needs and refer them to partner teams as needed, including Financial Well-being, Mortgage Lending, Investment Services, and Treasury Management.
  • Positively represent Fox in the community.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Short-term disability insurance
  • Long-term disability insurance
  • 401(k) plan with Roth and Traditional options, including company contributions and matching
  • Paid time off
  • Caregiver leave
  • Paid Volunteer Time Off
  • Competitive salary
  • Team environment
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