Member Account Representative

4 weeks ago


River Falls, Wisconsin, United States Royal Credit Union Full time
Job Summary:

This position involves providing exceptional customer service to our members by accurately processing transactions, opening new accounts, and providing financial counseling. The ideal candidate will have previous customer service experience, a strong knowledge of deposit and consumer loan products, and the ability to work productively in a team environment.

Responsibilities:

• Process member transactions and open new accounts
• Provide financial counseling and basic financial education to members
• Demonstrate electronic services and resolve member inquiries or issues
• Assist with the mentoring and training of team members
• Support NPS initiatives by providing exceptional service and living Royal Credit Union's core values

Requirements:

• Previous customer service experience
• Experience working in financial services with a strong knowledge of deposit and consumer loan products
• Strong interviewing and listening skills
• Ability to learn, retain, and recall information quickly
• Work productively in a team environment with high levels of interruption
• Must be compassionate and enjoy assisting people with problems and finding solutions
• Proficient in Microsoft Office products and basic computer skills
• Basic skills using smartphones and tablets and the ability to demonstrate use of current technology

Preferred Experience:

• Experience working in financial services which includes new accounts, loans, and loan processing, or equivalent loan-related experience
• Cash handling experience
• Associate degree in a business-related field

Training:

New team members must attend Foundation Training at our Corporate Center in Eau Claire, WI, and 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.

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