Member Relationship Officer

TEKsystems•Appleton, WI

11d•$21 - $22•Onsite

About The Position

The Member Relationship Officer I creates a positive impression and establishes strong member relationships creating a lasting member experience. They assist members with consumer lending needs, new accounts, digital services, account maintenance, processing member transactions and problem resolution. While working with members, they uncover needs, educate members on products and services, and recommend solutions. The primary responsibilities of the Member Relationship Officer I role include but are not limited to: • 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 • Assisting 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 • Educating 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
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

Nice To Haves

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

Responsibilities

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
Assisting 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
Educating 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)