Member Services Representative
TEKsystems
The Member Relationship Officer plays a key role in delivering an exceptional member experience by building strong, lasting relationships. This position assists members with consumer lending needs, new accounts, digital services, account maintenance, transaction processing, and problem resolution. Through meaningful conversations, the officer identifies member needs, educates on products and services, and recommends tailored solutions.
Responsibilities:
+ Build and maintain strong member relationships by engaging in conversations, anticipating future needs, and exceeding expectations.
+ Interview loan applicants, gather necessary information, and provide underwriting support for loan decisions.
+ Assist members with opening and maintaining deposit accounts and related services.
+ Process a wide range of member transactions and account maintenance accurately, confidentially, and efficiently, while resolving issues promptly.
+ Educate members on ancillary loan products, insurance options, and recommend appropriate solutions.
+ Achieve assigned performance and service goals.
+ Provide sound financial guidance and refer members to specialized teams as needed (e.g., 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
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 Permanent position based out of Green Bay, 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 Green Bay,WI.
Application Deadline
This position is anticipated to close on Jan 16, 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.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
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.
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