Member Account Representative at Royal Credit Union

Posted in Admin - Clerical 13 days ago.

Type: Full-Time
Location: Chippewa Falls, Wisconsin





Job Description:

Hourly Wage:  

$16.90-$18.92 (candidates with significant related experience may be higher)

Team Member Benefits:
Royal is proud to take care of our team members and their families! In addition to our comprehensive medical, dental, and vision insurance plans, Royal offers a 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!  


Work Schedule:

Working approximately 40 hours per week. Variable hours between 10am - 6pm Monday through Friday, including a Saturday rotation between 10am - 2pm.

Training:

Prior to starting a normal work schedule, new Royal team members must attend Foundation Training at our Corporate Center in Eau Claire, WI from 9:00am - 4:30pm on Monday and Tuesday during their first week of employment. Out of town learners will be reimbursed costs related to travel and lodging. 

  • Foundation Training covers fundamental information about Royal’s culture and core values which sets the stage for team members to be successful within our organization.

  

After Foundation training is completed, Member Account Representatives will participate in an additional 9 days of training split between Learning Center and Tactical Branch locations prior to serving Members independently at your ‘Home’ Branch.


  • Learning Center: Held at one of three locations (Eau Claire, White Bear Lake, or Somerset), this classroom style training is conducted via Zoom by a live facilitator and covers the fundamental aspects of your role. You will be supported by an in-person content matter expert alongside you to assist your learning.  Training will run from 9:00am – 4:30pm on these days.

  • Tactical Branch: This hands-on training experience will provide you the opportunity to work 1:1 with a dedicated OJT (on the job trainer) for six days to practice the things you learned at the Learning Center in a live branch environment prior to getting in front of Members.

Description:

A Member Account Representative is responsible for promptly welcoming Members and others to the office. Accurately process Member transactions as requested. Open new accounts, process consumer loans applications, and provide basic financial counseling for Members. Responsible for actively building relationships by meeting and exceeding the needs of our Members with Royal's products and services. Responsible for demonstrating electronic services, and resolving Member inquiries or issues in an efficient, accurate and friendly manner. Assist with the mentoring and training of team members. Support NPS (Net Promoter Score) initiatives in the office by providing exceptional service, guided by Royal’s Core Values, creating loyal Members.


Required Education/Experience/Skills:


  • Previous customer service experience. 

  • Knowledge of financial services.

  • Excellent time management skills.

  • Strong listening and interviewing skills.

  • Ability to coordinate multiple and changing priorities.

  • Ability to work productively in an environment with high levels of interruption.

  • Ability to pay meticulous attention to detail.

  • Ability to communicate and live RCU's core purpose and values, these define and drive our organizational culture.


Preferred Education/Experience/Skills:


  • Experience working in financial services which includes new accounts, loans and loan processing, or equivalent loan related experience.

  • Cash handling experience.

  • Associate degree in Business related field.





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