Member Account Representative - CFS (20 hours) jobs in United States
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Royal Credit Union · 1 day ago

Member Account Representative - CFS (20 hours)

Royal Credit Union is looking for a Member Account Representative who is passionate about service and relationship-building. In this role, you will assist Members with their financial needs, process transactions, open new accounts, and provide exceptional customer service.

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
Work at other office locations as required
Actively build relationships by meeting Member needs with Royal’s products and services
Provide electronic service demonstrations
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 skillsData entryOrganizational skillsTime managementAdaptability to technologyListening skillsTeamworkAttention 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

Paid vacation
401k with match
Tuition reimbursement
Student loan repayment assistance
Childcare assistance

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