Member Account Representative
4 weeks ago
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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