Member Account Representative - Hudson/River Falls, WI

Royal Credit Union•River Falls, WI

2d•Onsite

About The Position

The Member Account Representative at Royal Credit Union builds meaningful relationships and helps members feel confident about their financial decisions. This role involves connecting with Members, uncovering their financial needs, and delivering personalized solutions. 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. The company offers a collaborative, values-driven workplace that is always evolving, with numerous opportunities for training and advancement. Team members are empowered to make decisions and drive initiatives that help Members achieve their financial goals, and their ideas and contributions are valued. The role also involves engaging 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

Responsibilities

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.