Location
Appleton, WI, United States
Posted
June 17, 2026
Job Description
Description
The primary responsibilities of the Member Relationship Officer role include but are not limited to:
Providing members with sound financial guidance for all their consumer lending needs.
Evaluate and recommend decisions based on lending policy.
Professionally assist members with their needs by opening and maintaining checking, savings, CD and IRA accounts.
Building and maintaining long-term relationships to anticipate member’s future needs and to exceed their expectations.
Skills
financial services, Financial Planning, Credit Union, Banking, Excel, Lending, Customer service, Sales, Inside Sales, Bank Teller, Opening Accounts, Closing Accounts
Top Skills Details
financial services,Financial Planning,Credit Union,Banking,Excel,Lending,Customer service
Additional Skills & Qualifications
Strong interviewing skills and listening skills to identify member needs.
Minimum of one-year sales and service experience.
The ability to speak and trans...
The primary responsibilities of the Member Relationship Officer role include but are not limited to:
Providing members with sound financial guidance for all their consumer lending needs.
Evaluate and recommend decisions based on lending policy.
Professionally assist members with their needs by opening and maintaining checking, savings, CD and IRA accounts.
Building and maintaining long-term relationships to anticipate member’s future needs and to exceed their expectations.
Skills
financial services, Financial Planning, Credit Union, Banking, Excel, Lending, Customer service, Sales, Inside Sales, Bank Teller, Opening Accounts, Closing Accounts
Top Skills Details
financial services,Financial Planning,Credit Union,Banking,Excel,Lending,Customer service
Additional Skills & Qualifications
Strong interviewing skills and listening skills to identify member needs.
Minimum of one-year sales and service experience.
The ability to speak and trans...