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Member Relationship Officer Jobs (NOW HIRING)

Crossroads Community Fcu

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Membership Relationship Officer

Cheektowaga, NY

$46K - $55K/yr

Member Relationship Officer Job Summary The qualified candidate will assist members with opening new accounts, taking loan applications, and performing financial and non-financial transactions. This ...

Crossroads Community Fcu

Be Seen First

Membership Relationship Officer

Cheektowaga, NY

$46K - $55K/yr

Member Relationship Officer Job Summary The qualified candidate will assist members with opening new accounts, taking loan applications, and performing financial and non-financial transactions. This ...

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Member Relationship Officer information

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$28K

$80.7K

$140.5K

How much do member relationship officer jobs pay per year?

As of Sep 13, 2026, the average yearly pay for member relationship officer in the United States is $80,705.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,500.00 and $105,500.00 per year, depending on experience, location, and employer.

What is a member relationship officer?

Member Relationship Officers are professionals who work primarily in credit unions or financial institutions to assist members with their financial needs. Their responsibilities include opening new accounts, processing loan applications, answering inquiries, and providing guidance on financial products and services. They focus on building strong relationships with members to ensure satisfaction and loyalty. Additionally, they may resolve issues, promote products, and help members achieve their financial goals.

How does a member relationship officer typically collaborate with other departments to enhance the member experience?

A Member Relationship Officer regularly works with departments such as lending, customer service, and marketing to ensure members receive seamless support and tailored solutions. For example, they may coordinate with the lending team to assist members with loan applications or work with marketing to promote new products and services. This cross-functional collaboration allows the Officer to address member needs holistically, resolve issues efficiently, and contribute to a positive overall experience. Building strong interdepartmental relationships is key to succeeding in this role and supporting member satisfaction.

What are the key skills and qualifications needed to thrive as a member relationship officer, and why are they important?

To excel as a Member Relationship Officer, you need a solid understanding of financial products, customer service principles, and typically a background in banking or credit unions. Familiarity with CRM software, loan processing systems, and financial regulations is often required, along with certifications like NMLS for loan-related roles. Exceptional communication, problem-solving, and interpersonal skills help build trust and address member needs effectively. These competencies ensure strong member engagement, compliance, and retention in a competitive financial services environment.

What is the difference between Member Relationship Officer vs Customer Service Representative?

AspectMember Relationship OfficerCustomer Service Representative
Required CredentialsRelevant certifications, experience in finance or bankingHigh school diploma or equivalent, customer service skills
Work EnvironmentFinancial institutions, banks, credit unionsRetail stores, call centers, service centers
Employer & Industry UsagePrimarily in banking and financial sectorsAcross various industries including retail and telecom
Common Search & Comparison IntentUnderstanding roles in financial services, client relationship managementCustomer support, service roles, client interaction

The main difference is that a Member Relationship Officer focuses on managing and developing relationships with members in financial institutions, often requiring industry-specific certifications. In contrast, a Customer Service Representative provides general support and assistance across various industries, typically with less specialized credentials. Both roles involve client interaction but differ in industry focus and scope of responsibilities.

Is being a member relationship officer a stressful job?

A member relationship officer typically manages member interactions and addresses concerns, which can involve handling difficult situations and maintaining high service standards. The job may be stressful during busy periods or when resolving complex issues, but it often includes skills like communication and problem-solving to manage workload effectively.
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What are popular job titles related to Member Relationship Officer jobs?

For Member Relationship Officer jobs, the most frequently searched job titles are:

Member Relationship Officer jobs near you
Infographic showing various Member Relationship Officer job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 72% Full Time, 25% Part Time, and 2% Contract. Highlights an 93% Physical, 1% Hybrid, and 6% Remote job distribution, with an average salary of $80,705 per year, or $38.8 per hour.

Inbound Member Relationship Officer (Located in Portage, MI)

Portage, MI • Remote

Kalsee Credit Union
Commercial Banking • 51 - 200 employees
Learn more about Kalsee Credit Unionexternal

Full-time

Re-posted 8 days ago

Job description

Description

The Inbound Member Relationship Officer provides exemplary service to Kalsee members who initiate contact directly via remote channels for lending or membership account needs. This role will provide members with an extraordinary experience in accordance with the credit union's core values and cross sell to deepen member relationships and cultivate financial wellness. 


1) Sales & Service:

  • Provide extraordinary member service seamlessly processing all incoming member requests for lending or membership account needs that come through remote channels that are, but not limited to: phone calls, emails, online applications, internal referrals.
  • Conducts thorough interviews for all member requests to uncover hidden needs and cross sell additional Kalsee products and services to deepen member relationships. 
  • Meets or exceeds established monthly sales goals.
  • Utilize The Member Advantage Program (AID,INC) process during all member and staff interactions. 

2) Operations:

  • Sets up an organized system to for follow ups to all members that they have been in contact with to maintain a book of business. 
  • Stay up to date with knowledge on all credit union products and services.
  • Maintain and grow knowledge of all Kalsee's policies and procedures. 

3) Quality:

  • Ensure all quality audit requirements are met on a monthly basis to include but not limited to: call audits, loan application & documentation audits, & new account BSA audits.  
  • Continuously look for ways to better the efficiency of processes as well as the quality of member service.

4) Compliance:

  • Review all activities for compliance with established policies, procedures and regulations. Regulations include but are not limited to: Bank Secrecy Act/Anti-Money Laundering/Office of Foreign Assets Control regulations. 
  • Participate in annual training as required by the BSA/OFAC Compliance Officer.




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Requirements

  • Must have a High School Diploma or equivalent. 
  • 2 years of previous customer service experience in a fast paced, sales driven role required.
  • Previous lending experience preferred. 
  • Must be highly organized and able to manage a high level of loan activity.
  • Must be friendly, energetic, & professional.
  • Excellent analytical, communication, and interpersonal skills
  • Must be able to learn and use a variety of software applications such as Microsoft Office, TCI (core lending system), CU*Answers (core processing system) etc. 
  • Ability to multi-task by operating multiple monitors and software systems at the same time. 


Apply