Member Account Representative - Edina jobs in United States
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Royal Credit Union · 1 month ago

Member Account Representative - Edina

Royal Credit Union is seeking caring and energetic team members to join as Member Account Representatives who can positively impact the financial lives of their Members. In this role, you will assist Members with transactions, open new accounts, and provide tailored financial advice while embodying the company's core values.

BankingCreditFinanceFinancial ServicesMortgageNon Profit
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Growth Opportunities

Responsibilities

Promptly welcome Members and others to the office
Accurately process Member transactions as requested
Open new accounts, unsecured loans, credit cards and kwik cash loans
Actively build relationships by meeting Member needs with Royal’s products and services
Provide electronic service demonstrations and 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

Qualification

Financial services knowledgeCustomer service skillsCommunication skillsOrganizational skillsTime managementData entryMicrosoft OfficeLearning new technologiesTeamworkAttention to detail

Required

High School Diploma or Equivalent
Have a working knowledge of financial services and identify solutions to meet financial needs for both existing and prospective Members
Demonstrate a strong sense of customer service, strong written and verbal communication skills, and strong interviewing and listening skills. Able to explain and present to Members
Exhibit 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

Preferred

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

Benefits

Comprehensive medical, dental, and vision insurance plans
5% 401k employer match
Paid family and sick leave
Vacation and sick time accruals
Childcare reimbursement
Tuition and student loan debt assistance
Pet insurance

Company

Royal Credit Union

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Royal Credit Union provides banking, loans, and credit services.

Funding

Current Stage
Late Stage

Leadership Team

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Brandon Riechers
President and CEO
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Jon Hehli
CFO
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Company data provided by crunchbase