Member Account Representative - Chippewa Falls Downtown

Royal Credit Union•Chippewa Falls, WI
•$20 - $22•Onsite

About The Position

Royal Credit Union is seeking a caring, energetic Member Account Representative to welcome Members and other visitors to the office and provide friendly, accurate service. The role involves processing Member transactions, opening new accounts and offering unsecured loans, credit cards, and Kwik Cash loans. Representatives build relationships by identifying Member needs and recommending Royal products and services, demonstrating electronic services, and resolving inquiries efficiently and accurately. They also support the office’s Net Promoter Score initiatives by delivering exceptional service guided by Royal’s Core Values. The position may require working at other office locations. This is a full-time, fully onsite position at Royal Credit Union’s Chippewa Falls Downtown branch, averaging approximately 40 hours per week. Hours vary between 7:30 a.m. and 6:30 p.m. Monday through Friday, with work every other Saturday from 7:30 a.m. to 12:30 p.m. New team members attend Foundation Training at the Corporate Center in Eau Claire, Wisconsin, from 9:00 a.m. to 4:30 p.m. on Monday and Tuesday during their first week. This is followed by nine additional training days split between a classroom-style Learning Center and hands-on Tactical Branch training before serving Members independently at the 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 ability to produce accurate, high-quality materials, data entry, and transactions.
  • Ability to learn new technologies, use Royal’s digital solutions on devices such as tablets, smartphones, and PCs, and demonstrate a basic understanding of Microsoft Office products.
  • Ability to work productively in a team environment with frequent interruptions, perform routine and repetitive tasks, and maintain meticulous attention to detail.
  • Ability to work fully onsite at the Chippewa Falls Downtown branch.
  • Ability to work variable weekday hours and every other Saturday as described.

Nice To Haves

  • Previous customer service and cash handling experience.
  • Previous experience working in a financial institution.

Responsibilities

  • Promptly welcome Members and others to the office.
  • Accurately process Member transactions as requested.
  • Open new accounts and offer unsecured loans, credit cards, and Kwik Cash loans.
  • Build relationships by identifying Member needs and recommending Royal 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 providing exceptional service guided by Royal’s Core Values.
  • Work at other office locations when required.

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 cost reimbursement for out-of-town learners attending Foundation Training.
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