Member Relationship Officer

TEKsystems • Appleton, WI

15d • $21 - $22 • Onsite

About The Position

We’re looking for a Member Relationship Officer I who is passionate about creating exceptional member experiences. In this role, you’ll build lasting relationships, assist with consumer lending needs, open new accounts, process transactions, and resolve issues—all while educating members on products and services that fit their financial goals.

Requirements

• Minimum 1 year of sales and service experience (financial industry preferred).
• Strong communication and interpersonal skills.
• Proficiency in Microsoft Office; attention to detail.
• Flexible availability, including rotating Saturdays.

Nice To Haves

• Financial Counselor Certification and bilingual (Spanish/English) skills are a plus.

Responsibilities

• Build and maintain strong member relationships through proactive conversations and needs-based solutions.
• Interview loan applicants, gather underwriting details, and assist in loan decisions.
• Open and maintain deposit accounts and digital services.
• Process member transactions and account maintenance accurately and confidentially.
• Educate members on loan products, insurance options, and recommend appropriate solutions.
• Achieve assigned sales and service goals.
• Provide financial guidance and refer members to specialized teams when needed.

Benefits

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees