Member Account Representative - Hudson/River Falls, WI
About The Position
Do you enjoy building meaningful relationships and helping people feel confident about their financial decisions? Become a Member Account Representative at Royal Credit Union! In this role, you’ll connect with Members, uncover their financial needs, and deliver personalized solutions that make a real difference—one conversation at a time. The Member Account Representative 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.
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
- Provide 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
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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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
251-500 employees
