Member Relationship Officer

TEKsystems•Allouez, WI

4d•$46,000 - $54,000•Onsite

About The Position

The Member Relationship Officer creates a positive and memorable member experience by building strong relationships and delivering exceptional service. This role assists members with consumer lending, new accounts, digital banking services, account maintenance, transaction processing, and issue resolution. Through meaningful conversations, the Member Relationship Officer identifies member needs, provides financial education, and recommends products and services that support members' financial goals.

Requirements

Customer Service
Consumer Lending
Financial Services
Banking Operations
Relationship Building
Sales and Consultative Selling
Account Opening and Maintenance
Problem Resolution
Digital Banking Services
Microsoft Office Suite
Financial Education
Minimum of one year of customer service and sales experience.
Strong verbal, written, and active listening communication skills.
Demonstrated ability to identify needs and recommend products and services that provide value to members.
Excellent interpersonal skills with the ability to build trust and maintain positive relationships with members and team members.
Strong attention to detail and commitment to accuracy.
Ability to effectively manage multiple priorities in a fast-paced environment.
Proficiency with Microsoft Office or comparable software applications.
Flexible availability, including occasional Saturdays.

Nice To Haves

Previous experience in banking, credit union, or financial services environments preferred.
Financial Counselor Certification or similar credential is a plus.
Bilingual skills are a plus.
Relationship Management
Financial Wellness Coaching
Consumer Lending Knowledge
Cross-Selling and Referral Generation
Member Advocacy
Problem Solving
Time Management
Professional Communication
Team Collaboration

Responsibilities

Build and maintain strong member relationships by providing personalized service and proactive financial guidance.
Identify member needs through consultative conversations and recommend appropriate products, services, and solutions.
Assist members with opening, maintaining, and servicing deposit accounts and related services.
Interview loan applicants, gather and analyze information, and provide appropriate recommendations to support lending decisions.
Process member transactions and account maintenance accurately, efficiently, and confidentially.
Resolve member concerns and inquiries with professionalism and a focus on delivering positive outcomes.
Educate members on ancillary lending products, insurance options, and other financial solutions that support their needs.
Achieve individual and team sales, service, and performance goals.
Refer members to specialized partners, including Mortgage Lending, Financial Planning, Investment Services, Treasury Management, and other financial solutions when appropriate.
Represent the organization professionally within the community and promote a positive member experience.