Member Account Representative - Inver Grove Heights, MN

Royal Credit Union•Inver Grove Heights, MN

19h•Onsite

About The Position

Become a Member Account Representative at Royal Credit Union! In this role, you’ll assist Members with transactions, open new accounts, and offer tailored financial advice, all while embodying our core values. Royal Credit Union is dedicated to making a positive impact on its Members and the communities it serves, going beyond financial services to enrich lives and foster growth. Join a collaborative, values-driven workplace that is always evolving, where team members support each other and work together to achieve goals. The company offers numerous opportunities for training and advancement, helping individuals continuously develop and advance their skills. They empower team members to make decisions and drive initiatives that help Members achieve their financial goals, valuing and encouraging ideas and contributions. Members can also engage with the local community through various initiatives and events.

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
Fluent in both English and Spanish, with the ability to communicate effectively with our diverse member base.

Responsibilities

Promptly welcoming Members and others to the office.
Accurately process Member transactions as requested.
Open new accounts, unsecured loans, credit cards and kwik cash loans.
May require working at other office locations.
Actively building relationships by meeting Member needs with Royal’s products and services.
Providing electronic service demonstrations.
Resolving any Member inquiries in an efficient, accurate, and friendly manner.
Support NPS (Net Promoter Score) initiatives in the office by providing exceptional service, guided by Royal’s Core Values, creating loyal Members.