Fox Communities Credit Union · 1 month ago
MEMBER RELATIONSHIP OFFICER I
Luxemburg, WI
Full-time
Onsite
Entry Level
1+ years expFox Communities Credit Union is a community-based credit union serving over 130,000 members. The Member Relationship Officer I role focuses on creating positive member experiences through assistance with lending needs, account maintenance, and education on products and services.
BankingFinancial ServicesInsurance
Responsibilities
Promoting and upholding the Fox Mission, Purpose, Vision, and Values
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)
Positively representing Fox in the community
Qualification
Required
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
Preferred
Previous financial industry experience is preferred
Financial Counselor Certification is a plus
Benefits
Medical
Dental
Vision
Life
Short term and long-term disability insurance
401k (Roth and Traditional), which includes company contributions including match
Paid time off
Caregiver leave
Paid Volunteer Time Off
Company
Fox Communities Credit Union
Fox Communities Credit Union is a banking firm offering checking accounts, savings, and loan services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Christopher Allen
President/CEO
Niki Schaumberg
Chief Financial Officer
Recent News
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