Part-Time Member Account Representative - Menomonie East Branch (20 hours)

Royal Credit Union•Menomonie, WI

2d•Onsite

About The Position

Royal Credit Union is seeking a Member Account Representative to engage Members, understand their financial goals, and recommend solutions that support their success—while upholding Royal’s values and commitment to service excellence. The role involves providing exceptional service, building rapport, and actively promoting and selling financial products and digital services. This position supports Net Promoter Score (NPS) initiatives by creating loyal Members through exceptional service guided by Royal's Core Values. The representative is expected to continuously learn and become knowledgeable in all of Royal's products and services.

Requirements

High School Diploma or equivalent
Previous customer service experience
Must be bondable upon hire
Strong interviewing, listening, and verbal/written communication skills with the ability to clearly explain financial products, anticipate Member needs, handle objections, and build trust-based relationships
Ability to identify opportunities to recommend appropriate financial solutions, evaluate Member needs using analytical and critical-thinking skills, and confidently propose products and services that align with financial goals
Demonstrated ability to process complex financial transactions, maintain accurate records, complete high-quality data entry, and ensure compliance with policies, procedures, and regulatory requirements
Ability to work productively in a fast-paced, interruption-heavy environment, manage competing priorities effectively, embrace change, and consistently meet performance goals
Proven ability to work collaboratively within a team environment, navigate digital banking tools and social media platforms, educate Members on technology usage, and support continuous improvement initiatives

Nice To Haves

Prior experience in sales
Previous experience working in a financial institution

Responsibilities

Provides exceptional service to members by building rapport and engaging with them
Confidently begin conversations, anticipate questions, actively share information in a way members understand, and handle objections
Establish and maintain Member relationships, including business and consumer depository accounts and other related products and/or services
Meet Member needs by actively promoting and selling Royal's suite of financial products & digital services, including navigating digital usage
Support NPS (Net Promoter Score) initiatives in the office by providing exceptional service, guided by Royal's Core Values, creating loyal Members
Take initiative to learn and become knowledgeable in all of Royals' products and services