Member Lending Specialist

Royal Credit Union•New Richmond, WI

3d•Hybrid

About The Position

Become a Member Lending Specialist at Royal Credit Union! In this role, you’ll guide Members through the lending process, provide expert advice on Royal’s full suite of products, and build lasting relationships—all while making a positive impact every day. 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. Join a collaborative, values-driven workplace that is always evolving, where team members support each other and work together to achieve goals. The company offers numerous opportunities for training and advancement, helping you continuously develop and advance your skills. They empower team members to make decisions and drive initiatives that help Members achieve their financial goals, valuing and encouraging ideas and contributions. Team members can also engage with the local community through various initiatives and events, making a tangible difference where they live and work.

Requirements

High School Diploma or Equivalent
One year customer service experience
Must be bondable
Strong knowledge of financial services and Royal’s products and services, with proficiency in digital products
Analytical and critical thinking skills for complex decision-making
Exceptional customer service focus, balancing Member needs with Royal Credit Union processes
Ability to de-escalate upset Members and address service needs
Effective professional relationships and communication with leaders, coworkers, and Members
Demonstrated expertise in financial services, including digital products, and the ability to educate Members on these assets
Advanced analytical, critical thinking, and logical problem-solving skills to support complex Member needs and make sound decisions
Outstanding customer service orientation, with the ability to de-escalate situations and deliver efficient, accurate solutions
Strong communication and relationship-building skills, fostering trust and collaboration with Members and team members
Superior organizational and time management abilities, thriving in a fast-paced environment with high volumes and changing priorities

Nice To Haves

Associate's Degree in a business-related field
Experience working in a call center environment and/or financial institution

Responsibilities

Create an exceptional Member experience in all aspects of the lending process while offering Royal's full suite of products and services based on Member needs.
Serve as the telephone contact for Members, team members, and potential Members, regarding their lending needs and requests.
Accurately and efficiently complete loan application and maintenance on consumer loans and accounts.
Responsible for answering calls and responding to electronic requests for Royal's full line of unsecured, collateral secured, and HELOC/Home Equity Line of Credit loans.
Open new deposit products for telephone and electronic requests.
Identify Member needs using knowledge of all products and services offered at the credit union.
Refer existing and potential Members to departments or individuals who can better meet their financial needs.
Provide exceptional, efficient, and accurate customer service.