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Account Relationship Specialist

2 months ago

Stillwater, Minnesota, United States Royal Credit Union Full time
About the Role

We are seeking a highly skilled and customer-focused Member Service Representative to join our team at Royal Credit Union. As a key member of our team, you will be responsible for providing exceptional service to our members, ensuring their needs are met with accuracy and efficiency.

Key Responsibilities
  • Process member transactions and open new accounts, loans, and credit cards
  • Provide electronic service demonstrations and resolve member inquiries in a timely and friendly manner
  • Build relationships with members by meeting their needs with Royal's products and services
  • Support Net Promoter Score (NPS) initiatives by providing exceptional service and living Royal's Core Values
Requirements
  • Previous customer service experience
  • Experience working in financial services with a strong knowledge of deposit and consumer loan products
  • Knowledge of modern office procedures and methods, including telephone communications, office systems, and record keeping
  • Strong sense of customer service and strong interviewing and listening skills
  • Ability to learn, retain, and recall information quickly and work productively in a team environment
  • Must be compassionate and enjoy assisting people with problems and finding solutions to their needs
  • Ability to produce accurate and high-quality materials, data entry, and transactions
  • Proficient in Microsoft Office products and basic computer skills using various software packages
  • Basic skills using smartphones/tablets and the ability to demonstrate use of current technology
  • Communicate and live Royal Credit Union's core purpose, values, and organizational culture daily
Preferred Qualifications
  • Experience working in financial services, including new accounts, loans, and loan processing, or equivalent loan-related experience
  • Cash handling experience
  • Associate's degree in a business-related field