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About the Role
The Member Relationship Officer creates a positive impression and establishes strong member relationships, leading to a lasting member experience. This role involves assisting members with consumer lending needs, new accounts, digital services, account maintenance, transaction processing, and problem resolution. You will uncover member needs, educate them on products and services, and recommend appropriate solutions.
Responsibilities
- Promote and uphold the Fox Mission, Purpose, Vision, and Values
- Build and maintain lasting relationships through conversations, anticipating members’ future needs and exceeding expectations
- Interview loan applicants and provide underwriting additional information to make loan decisions
- Assist members with their needs by opening and maintaining deposit products and services
- Process basic and advanced member transactions and account maintenance confidentially, accurately, and efficiently
- Assist members with problem resolution
- Educate members on ancillary loan products, insurance options, and secure appropriate solutions
- Achieve assigned goals
- Provide members with sound guidance for their financial needs and refer as needed to partnering teams
- Positively represent Fox in the community
Requirements
- Minimum of one year of sales and service experience
- Previous financial industry experience is preferred
- Financial Counselor Certification is a plus
- 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
- Flexible availability, including rotating Saturdays
- Proven attention to detail
- Excellent written and verbal communication skills
- Advanced knowledge of Microsoft Office or similar software
- Bilingual skills are a plus
Skills
- Sales
- Customer Service
- Communication
- Active Listening
- Interpersonal Skills
- Attention to Detail
- Microsoft Office
Location
- New London
Work Type
- Full-time
Experience Level
- 1+ year of sales and service experience
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Short term disability insurance
- Long term disability insurance
- 401k (Roth and Traditional) with company contributions and match
- Paid time off
- Paid Volunteer Time Off
About the Company
- Fox Communities Credit Union is an over $3 billion in assets community-based credit union serving more than 130,000 members at over 20 locations.
- We are a progressive, member-owned, full service financial institution dedicated to serving the community.
- We believe our team members are our most important asset.
- We offer a great team environment, competitive salary and an excellent benefit package.
Equal Opportunity
- Equal Opportunity Employer of Protected Veterans, and Individuals with Disabilities.