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Financial Relationship Officer
Financial Relationship OfficerTEKsystems • Green Bay, WI, United States
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Financial Relationship Officer

Financial Relationship Officer

TEKsystems • Green Bay, WI, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]
  • About the Role : *
  • We're looking for a Member Relationship Officer I who is passionate about creating exceptional member experiences. In this role, you'll build lasting relationships, assist with consumer lending needs, open new accounts, process transactions, and resolve issues-all while educating members on products and services that fit their financial goals.

    • Schedule : * Mon-Fri 8 : 00 AM-5 : 30 PM; Sat 9 : 00 AM-12 : 00 PM (rotating Saturdays)
    • Key Responsibilities : *
    • Build and maintain strong member relationships through proactive conversations and needs-based solutions.
    • Interview loan applicants, gather underwriting details, and assist in loan decisions.
    • Open and maintain deposit accounts and digital services.
    • Process member transactions and account maintenance accurately and confidentially.
    • Educate members on loan products, insurance options, and recommend appropriate solutions.
    • Achieve assigned sales and service goals.
    • Provide financial guidance and refer members to specialized teams when needed.
    • Qualifications : *
    • Minimum 1 year of sales and service experience (financial industry preferred).
    • Strong communication and interpersonal skills.
    • Proficiency in Microsoft Office; attention to detail.
    • Flexible availability, including rotating Saturdays.
    • Financial Counselor Certification and bilingual (Spanish / English) skills are a plus.
    • Join Us : *

    If you're ready to make a difference and help members achieve financial well-being, apply tod*ay!*

    • Job Type & Location*This is a Contract to Hire 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 Mar 6, 2026.

    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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