Member Relationship Officer (Floating)

TEKsystems•Appleton, WI

8d•$46,000 - $54,000•Onsite

About The Position

This position is ideal for individuals who enjoy consultative sales, relationship building, consumer lending, and helping members identify financial solutions that meet their needs. 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.

Requirements

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.

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.