Member Account Representative - Apple Valley, MN

About the role

Team Members are at the core of who we are; living our core values of making a difference, doing the right thing, making it easy, being caring, being friendly, nice, and respectful, and taking ownership. Royal Credit Union is looking for caring, energetic team members who want to create a positive impact in the lives of our Members.

Responsibilities

• Assist Members with transactions, open new accounts, and offer tailored financial advice.
• Build rapport and engage with Members, confidently begin conversations, anticipate questions, actively share information in a way members understand, and handle objections.
• Establish and maintain Member relationships, including business and consumer depository accounts and other related products and/or services.
• Meet Member needs by actively promoting and selling Royal's suite of financial products & digital services, including navigating digital usage.
• Support NPS (Net Promoter Score) initiatives in the office by providing exceptional service, guided by Royal's Core Values, creating loyal Members.
• Take initiative to learn and become knowledgeable in all of Royals' products and services.

Qualifications

• High School Diploma or equivalent
• Previous customer service experience
• Strong interviewing, listening, and verbal/written communication skills with the ability to clearly explain financial products, anticipate Member needs, handle objections, and build trust-based relationships.
• Demonstrated ability to process complex financial transactions, maintain accurate records, complete high-quality data entry, and ensure compliance with policies, procedures, and regulatory requirements.
• Ability to work productively in a fast-paced, interruption-heavy environment, manage competing priorities effectively, embrace change, and consistently meet performance goals.
• Prior experience in sales
• Previous experience working in a financial institution

Benefits

• Compensation: $23.07 - 25.50 per hour (candidates with significant related experience may be higher).
• 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!

Schedule

Full-Time, working approximately 40 hours per week. The hours will vary between 7:45am - 6:15pm Monday through Friday, including a Saturday rotation between 8:45am - 12:15pm.

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.
• 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.
• 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.