Business Services Representative

Royal Credit Union•Chippewa Falls, WI

7d•$20 - $22•Hybrid

About The Position

Team Members are at the core of who we are; living our core values of making a difference, doing the right thing, making it easy, being caring, being friendly, nice, and respectful, and taking ownership. Perhaps Royal is the change you’re looking for. Royal Credit Union is looking for caring, energetic team members who want to create a positive impact in the lives of our Members. Is this you? If so, let us know by submitting an application! Do you thrive on solving complex problems and delivering exceptional service? Become a Business Services Representative! In this role, you’ll serve as a subject matter expert for business accounts, ensure high-quality account administration and compliance, and collaborate closely with team members and business Members to deliver timely, effective solutions that elevate the Member experience. What You’ll Do: Responsible for all of the functionality, Administration, quality control, process improvements, and act as the SME for business accounts along with all of Royal's suite of business products and services. The desire to ensure the best member experiences is achieved with the high standard of quality work that is performed. Will work with Treasury Officers, Business Lenders, team members, and members by listening to needs and offering solutions for a quick resolution for our members. Our Commitment to You: Compensation: $20.05- $22.45 per hour (candidates with significant related experience may be higher) Benefits: Royal is proud to take care of our team members and their families! In addition to our comprehensive medical, dental, and vision insurance plans, Royal offers a 5% 401k employer match, paid family and sick leave, vacation and sick time accruals, childcare reimbursement, tuition and student loan debt assistance, pet insurance, and much more! Remote Work: This position is eligible to work remote about 1 day a week after training is complete. What’s Needed for This Position: High School Diploma or equivalent One (1) year of previous customer service experience Two (2) years of experience working in financial services Experience at a financial in a direct Member assisting/support role Six (6) months of processing and/or direct support of business products and Members Must be bondable upon hire Valid driver’s license and insured vehicle upon hire Knowledge, Skills and Competencies: Demonstrated expertise in onboarding, maintaining, auditing, and administering business accounts and business services while ensuring accuracy, compliance, and a high standard of quality across all work performed. Strong analytical, research, and problem-solving skills with the ability to evaluate complex situations, identify Member needs, develop effective solutions, and clearly present options to Members and internal team members. Excellent communication and mentoring abilities, including the capacity to clearly explain business products and services, guide team members on procedures, and manage internal and external inquiries in a concise, accurate, and timely manner. Proven organizational and time-management skills, with a strong sense of urgency and accountability to manage multiple priorities, daily audits, reports, and Member requests efficiently in a fast-paced environment. Technological proficiency and adaptability, including comfort using digital banking platforms, Microsoft Office tools, and emerging technologies to support business Members and internal processes. We’d Love To See: Proficient in new account opening and servicing for One (1) year of previous experience working with business accounts and business entities One (1) year of previous experience with digital financial products and services Work Schedule: Full-Time, working approximately 40 hours per week. Hours and shifts vary between 8:30am-5:00pm Monday through Friday. Training: Training will take place at corporate center and can take approximately 2-3 months. Looking to make a real difference and help our team grow? This is your chance! By jumping in, you’ll not only support our crew, but also make a positive impact with our business Members as we keep moving our mission forward together as part of the Royal Credit Union family. We will be communicating with you by email and/or text on the status of your application. Please monitor your email inbox and junk folder for status updates and additional instructions. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, protected veteran status or status as an individual with disability.

Requirements

High School Diploma or equivalent
One (1) year of previous customer service experience
Two (2) years of experience working in financial services
Experience at a financial in a direct Member assisting/support role
Six (6) months of processing and/or direct support of business products and Members
Must be bondable upon hire
Valid driver’s license and insured vehicle upon hire
Demonstrated expertise in onboarding, maintaining, auditing, and administering business accounts and business services while ensuring accuracy, compliance, and a high standard of quality across all work performed.
Strong analytical, research, and problem-solving skills with the ability to evaluate complex situations, identify Member needs, develop effective solutions, and clearly present options to Members and internal team members.
Excellent communication and mentoring abilities, including the capacity to clearly explain business products and services, guide team members on procedures, and manage internal and external inquiries in a concise, accurate, and timely manner.
Proven organizational and time-management skills, with a strong sense of urgency and accountability to manage multiple priorities, daily audits, reports, and Member requests efficiently in a fast-paced environment.
Technological proficiency and adaptability, including comfort using digital banking platforms, Microsoft Office tools, and emerging technologies to support business Members and internal processes.

Nice To Haves

Proficient in new account opening and servicing for
One (1) year of previous experience working with business accounts and business entities
One (1) year of previous experience with digital financial products and services

Responsibilities

Responsible for all of the functionality, Administration, quality control, process improvements, and act as the SME for business accounts along with all of Royal's suite of business products and services.
The desire to ensure the best member experiences is achieved with the high standard of quality work that is performed.
Will work with Treasury Officers, Business Lenders, team members, and members by listening to needs and offering solutions for a quick resolution for our members.