Member Account Representative - Menomonie North (36 hours) jobs in United States
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Royal Credit Union · 1 day ago

Member Account Representative - Menomonie North (36 hours)

Royal Credit Union is seeking dedicated individuals to join their team as Member Account Representatives. In this role, you will welcome members, assist with transactions, open new accounts, and provide tailored financial solutions, all while creating a positive impact in the community.

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

Qualification

Financial services knowledgeCustomer service skillsCommunication skillsOrganizational skillsTime managementAdaptability to technologyData entryTeamworkAttention 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
And much more!

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