Member Relationship Officer II
Position Title
Member Relationship Officer II
Organization: Telco Credit Union
Department: Member Services
Work Location: Greenville, NC
Reports To: Regional Market Leader
Status: Exempt
Salary Range: $33,666 - $46,935
Position Summary
Serve as the primary point of contact for members, assisting with account services, loan applications, and general financial needs. Deliver accurate, professional support in-person, by phone, and electronically. Responsible for processing, closing, and disbursing loans. May guide or support other team members.
Primary Responsibilities
- Greet members and provide friendly, professional service.
- Open new accounts and maintain existing ones.
- Explain credit union products, services, and policies.
- Assist with direct deposits, account transfers, CDs, and IRAs.
- Interview loan applicants, review credit reports, and evaluate loan requests.
- Process, close, and disburse loans efficiently and accurately.
- Conduct new member orientations and promote appropriate services.
- Respond to members’ questions, complaints, or escalate as needed.
- Support mortgage and home equity loan applications.
- Maintain up-to-date knowledge of credit union policies, products, and procedures.
- Actively cross-sell services based on member needs.
Key Skills & Competencies
- Communication: Clear, courteous, and professional
- Technology: Proficient in Microsoft Office
- Problem Solving: Analyze and resolve member issues effectively
- Member Focus: Deliver consistent, high-quality service
- Teamwork: Collaborate and support team success
- Professionalism: Respectful, ethical, and accountable
- Initiative: Take ownership and seek ways to improve service
- Adaptability: Embrace change and continuous learning
Qualifications
Required:
- High school diploma or equivalent
- 1-2 years of customer service, banking, or loan processing experience
- College coursework in business or finance
- Experience in a credit union or financial position
Physical Requirements & Work Environment
- Regular standing, sitting, bending, and lifting (up to 50 lbs.)
- Manual dexterity for keyboarding and handling documents
- Ability to speak clearly and listen attentively
- Clear vision and hearing for communication and task accuracy
- Occasional exposure to variable indoor/outdoor temperatures
Mental & Cognitive Abilities
- Follow detailed instructions and procedures
- Apply logical reasoning and basic math (ratios, interest, percentages)
- Maintain confidentiality and remain calm under pressure
- Communicate complex information clearly and calmly
INTERESTED IN APPLYING:
Send resume to careers@telcu.com.
Culture
Telco Credit Union is committed to empowering its members through accessible, community-focused financial services. The Membership Relations Officer II plays a key role in delivering on that mission, combining local leadership with regional vision. You are building relationships, driving growth, and changing members' lives.
Note: This job description outlines general responsibilities and expectations. Telco Credit Union reserves the right to modify this position as necessary. It does not constitute an employment contract.
