Member Account Representative - Chippewa Falls Downtown
About The Position
The Member Account Representative welcomes Members and other visitors to the office, processes Member transactions, and opens new accounts, unsecured loans, credit cards, and Kwik Cash loans. The role builds relationships by identifying Member needs and offering Royal’s products and services, demonstrating electronic services, and resolving inquiries efficiently, accurately, and courteously. Representatives support office Net Promoter Score initiatives and provide exceptional service guided by Royal’s Core Values. The position may require working at other office locations and must be performed fully onsite at the Chippewa Falls Downtown branch. The schedule is approximately 40 hours per week, with hours varying between 7:30 a.m. and 6:30 p.m. Monday through Friday, plus every other Saturday from 7:30 a.m. to 12:30 p.m. New team members attend Foundation Training in Eau Claire, Wisconsin, during their first week, followed by nine additional training days at Learning Center and Tactical Branch locations before serving Members independently.
Requirements
- High school diploma or equivalent.
- Working knowledge of financial services and ability to identify solutions for existing and prospective Members’ financial needs.
- Strong customer service, written and verbal communication, interviewing, and listening skills; ability to explain and present information to Members.
- Good organizational skills, excellent time management, and the ability to produce accurate, high-quality materials, data entry, and transactions.
- Ability to learn new technologies and use digital solutions on devices such as tablets, smartphones, and PCs.
- Basic understanding of Microsoft Office products.
- Ability to work productively in a team environment with frequent interruptions, perform routine and repetitive tasks, and pay meticulous attention to detail.
- Ability to work fully onsite at the Chippewa Falls Downtown branch and, when required, at other office locations.
- Ability to work approximately 40 hours per week, including every other Saturday.
Nice To Haves
- Previous customer service and cash handling experience.
- Previous experience working in a financial institution.
Responsibilities
- Promptly welcome Members and other visitors to the office.
- Accurately process Member transactions as requested.
- Open new accounts, unsecured loans, credit cards, and Kwik Cash loans.
- Build relationships by meeting Member needs with Royal’s products and services.
- Provide demonstrations of electronic services.
- Resolve Member inquiries efficiently, accurately, and in a friendly manner.
- Support office Net Promoter Score initiatives by delivering exceptional service guided by Royal’s Core Values.
- Attend required Foundation, Learning Center, and Tactical Branch training before serving Members independently.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- 5% 401(k) employer match
- Paid family leave
- Paid sick leave
- Vacation time accrual
- Sick time accrual
- Childcare reimbursement
- Tuition assistance
- Student loan debt assistance
- Pet insurance
- Travel and lodging cost reimbursement for out-of-town learners attending Foundation Training
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
