TEKsystems-posted 3 days ago
$21 - $22/Yr
Full-time • Entry Level
Onsite • Allouez, WI
5,001-10,000 employees

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)

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