Member Account Representative - Altoona, WI
About The Position
Do you thrive on building relationships, solving problems, and helping others achieve their goals? Become a Member Account Representative at Royal Credit Union! In this role, you’ll create meaningful connections with Members, provide exceptional financial guidance, promote innovative products and digital services, and play a vital role in strengthening our Member relationships and community impact. Why Royal? Member and Community Focused: We are dedicated to making a positive impact on our Members and the communities we serve, going beyond financial services to enrich lives and foster growth. Supportive Environment: Join a collaborative, values-driven workplace that is always evolving. We support each other and work together to achieve our goals. Professional Growth: We offer numerous opportunities for training and advancement, helping you continuously develop and advance your skills. Empowerment: We empower our team members to make decisions and drive initiatives that help our Members achieve their financial goals. Your ideas and contributions are valued and encouraged. Community Involvement: Engage with your local community through various initiatives and events, making a tangible difference where you live and work. Be part of something bigger.
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
- The Member Account Representative 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.
Benefits
- Royal is proud to take care of our team members and their families!
- This position is eligible for select benefits such as paid vacation, 401k with match, tuition reimbursement, student loan repayment assistance, childcare assistance, and more!
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
251-500 employees
