Member Account Representative - Hudson/River Falls, WI

Royal Credit Union•Hudson, WI

1d•Onsite

About The Position

Team Members are at the core of who we are; living our core values of making a difference, doing the right thing, making it easy, being caring, being friendly, nice, and respectful, and taking ownership. Royal Credit Union is looking for caring, energetic team members who want to create a positive impact in the lives of our Members. If 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. Royal Credit Union is Member and Community Focused, dedicated to making a positive impact on our Members and the communities we serve. They offer a supportive, values-driven workplace that is always evolving, with numerous opportunities for training and advancement, empowering team members to make decisions and drive initiatives.

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.