Member Account Representative - Chippewa Falls Downtown

Royal Credit Union • Chippewa Falls, WI

6d • $20 - $22 • Onsite

About The Position

The Member Account Representative welcomes Members and other visitors to the office, accurately processes requested transactions, and opens new accounts, unsecured loans, credit cards, and Kwik Cash loans. The role builds Member relationships by identifying needs and recommending Royal products and services, demonstrating electronic services, and resolving inquiries efficiently, accurately, and in a friendly manner. Representatives support office Net Promoter Score initiatives and deliver exceptional service guided by Royal’s Core Values. The position may require working at other office locations and is based fully onsite at the Chippewa Falls Downtown Royal Credit Union branch.

The regular 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 first attend Foundation Training at the Corporate Center in Eau Claire, Wisconsin, on Monday and Tuesday of their first week, from 9:00 a.m. to 4:30 p.m. Out-of-town learners are reimbursed for travel and lodging costs. After Foundation Training, representatives complete nine additional training days split between classroom-style Learning Center training and hands-on Tactical Branch training before serving Members independently at their home branch.

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 meticulous attention to detail.
• Ability to produce accurate, high-quality materials, data entry, and transactions.
• Ability to learn new technologies and use Royal’s digital solutions on tablets, smartphones, PCs, and other devices.
• Basic understanding of Microsoft Office products.
• Ability to work productively in a team environment with frequent interruptions and perform routine, repetitive tasks.
• Ability to work fully onsite at the Chippewa Falls Downtown branch and, as needed, at other office locations.

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 identifying Member needs and offering Royal products and services.
• Demonstrate electronic services to Members.
• Resolve Member inquiries efficiently, accurately, and in a friendly manner.
• Support office Net Promoter Score initiatives and provide exceptional service guided by Royal’s Core Values.
• Attend required Foundation, Learning Center, and Tactical Branch training before serving Members independently.

Benefits

• Medical, dental, and vision insurance plans.
• 5% 401(k) employer match.
• Paid family and sick leave.
• Vacation and sick time accruals.
• Childcare reimbursement.
• Tuition and student loan debt assistance.
• Pet insurance.
• Travel and lodging costs reimbursed for out-of-town learners attending Foundation Training.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED