What are the responsibilities and job description for the Member Relationship Officer position at TEKsystems?
Description
The Member Relationship Officer 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. - 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)
Skills
Customer service, Member Services, Relationship Building, Financial Planning, Lending, mortgage lending, Investment Services, Treasury Management
Top Skills Details
Customer service,Member Services,Relationship Building,Financial Planning,Lending
Additional Skills & Qualifications
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 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 The ability to speak and translate fluent Spanish and English is preferred.
Experience Level
Intermediate Level
Job Type & Location
This is a Contract to Hire position based out of Luxemburg, WI.
Pay And Benefits
The pay range for this position is $21.25 - $22.00/hr.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
About TEKsystems And TEKsystems Global Services
We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
The Member Relationship Officer 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. - 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)
Skills
Customer service, Member Services, Relationship Building, Financial Planning, Lending, mortgage lending, Investment Services, Treasury Management
Top Skills Details
Customer service,Member Services,Relationship Building,Financial Planning,Lending
Additional Skills & Qualifications
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 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 The ability to speak and translate fluent Spanish and English is preferred.
Experience Level
Intermediate Level
Job Type & Location
This is a Contract to Hire position based out of Luxemburg, WI.
Pay And Benefits
The pay range for this position is $21.25 - $22.00/hr.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
- 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) Workplace Type This is a fully onsite position in Luxemburg,WI. Application Deadline This position is anticipated to close on Jan 9, 2026. h4>About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
About TEKsystems And TEKsystems Global Services
We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
Salary : $21 - $22