Member Account Representative - Eau Claire South

Royal Credit UnionEau Claire, WI
Onsite

About The Position

Royal Credit Union is looking for caring, energetic team members to join their team as a Member Account Representative. In this role, you will be the welcoming face of the office, assisting Members with transactions, opening new accounts, and offering financial solutions tailored to their needs. The position is focused on providing exceptional service and building lasting relationships.

Requirements

  • High School Diploma or Equivalent
  • Working knowledge of financial services and identify solutions to meet financial needs for both existing and prospective Members.
  • Strong sense of customer service, strong written and verbal communication skills, and strong interviewing and listening skills.
  • Able to explain and present to Members.
  • Good organizational skills, excellent time management, strong listening skills, and the ability to produce accurate and high-quality materials, data entry, and transactions.
  • Readily learns new technologies, uses Royal’s digital solutions on different technology devices (e.g., tablets, smartphones, PCs, etc.), and a basic understanding of all Microsoft Office products.
  • Work productively in a team environment with high levels of interruption, perform routine and repetitive tasks, and pay meticulous attention to detail.

Nice To Haves

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

Responsibilities

  • Promptly welcoming Members and others to the office.
  • Accurately process Member transactions as requested.
  • Open new accounts, unsecured loans, credit cards and kwik cash loans.
  • May require working at other office locations.
  • Actively build relationships by meeting Member needs with Royal’s products and services.
  • Provide electronic service demonstrations.
  • Resolve any Member inquiries in an efficient, accurate, and friendly manner.
  • Support NPS (Net Promoter Score) initiatives in the office by providing exceptional service, guided by Royal’s Core Values, creating loyal Members.

Benefits

  • Comprehensive medical insurance plans
  • Dental insurance plans
  • Vision insurance plans
  • 5% 401k employer match
  • Paid family leave
  • Paid sick leave
  • Vacation accruals
  • Sick time accruals
  • Childcare reimbursement
  • Tuition assistance
  • Student loan debt assistance
  • Pet insurance
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