Member Account Representative - SCF/OS (Hire Ahead)

Royal Credit UnionOsceola, WI
$23 - $26Onsite

About The Position

Royal Credit Union is looking for a Member Account Representative who is passionate about service and relationship-building. This role involves helping Members with their financial needs, providing product demonstrations, and resolving inquiries efficiently and warmly. The Member Account Representative is responsible for promptly welcoming Members and others to the office, accurately processing Member transactions, and opening new accounts, unsecured loans, credit cards, and kwik cash loans. This position may also require working at other office locations. The role involves actively building relationships by meeting Member needs with Royal’s products and services, providing electronic service demonstrations, and resolving any Member inquiries in an efficient, accurate, and friendly manner. The position supports NPS (Net Promoter Score) initiatives by providing exceptional service, guided by Royal’s Core Values, to create loyal Members.

Requirements

  • High School Diploma or Equivalent
  • Working knowledge of financial services and identify solutions to meet financial needs for both existing and prospective Members.
  • Strong sense of customer service, strong written and verbal communication skills, and strong interviewing and listening skills.
  • Able to explain and present to Members.
  • Good organizational skills, excellent time management, strong listening skills, and the ability to produce accurate and high-quality materials, data entry, and transactions.
  • Readily learns new technologies, uses Royal’s digital solutions on different technology devices (e.g., tablets, smartphones, PCs, etc.), and a basic understanding of all Microsoft Office products.
  • Work productively in a team environment with high levels of interruption.
  • Perform routine and repetitive tasks.
  • Pay meticulous attention to detail.

Nice To Haves

  • Previous customer service and cash handling experience
  • Previous experience working in a financial institution

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.
  • Actively build relationships by meeting Member needs with Royal’s products and services.
  • Provide electronic service demonstrations.
  • Resolve 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.

Benefits

  • Comprehensive medical, dental, and vision insurance plans
  • 5% 401k employer match
  • Paid family and sick leave
  • Vacation and sick time accruals
  • Childcare reimbursement
  • Tuition and student loan debt assistance
  • Pet insurance
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