Member Lending Specialist- Limited Term Position

Royal Credit Union•New Richmond, WI

2d•$20 - $26•Hybrid

About The Position

Royal Credit Union is seeking a caring and energetic Member Lending Specialist to join their team. This role involves guiding Members through the lending process, providing expert advice on Royal's products and services, and building lasting relationships. The position is a Limited-Term opportunity, expected to last one year with an approximate end date in Summer 2027. The role focuses on delivering exceptional service and helping Members achieve their financial goals.

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.
Answer calls and respond 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.