Member Lending Specialist- Limited Term Position

Royal Credit Union•New Richmond, WI

1d•Hybrid

About The Position

Are you passionate about delivering exceptional service and helping people achieve their financial goals? 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. Please Note: This opportunity is classified as Limited-Term and is slated to last 1 year with an approximate end date in Summer 2027. The position is eligible for medical and dental insurance, all other benefits are excluded. 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
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

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.