Member Account Representative - ECD (40 hours)
Royal Credit Union · Eau Claire-Menomonie Area · Yesterday
Business Development$20.05–$22.46/hrFull-time
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
- 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.
Requirements
- 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.
- Proven ability to work collaboratively within a team environment, navigate digital banking tools and social media platforms, educate Members on technology usage, and support continuous improvement initiatives.
- Prior experience in sales
- Previous experience working in a financial institution
Qualifications
- Full-time position
- Working approximately 40 hours per week
- Hours: 7:45 am - 5:45 pm Monday through Friday, including a Saturday rotation between 7:45 am - 12:30 pm every 4-6 weeks
- Must be able to work fully onsite at the Eau Claire Downtown Royal Credit Union branch location
- Training: Attend Foundation Training at our Corporate Center in Eau Claire, WI from 9:00am - 4:30pm on Monday and Tuesday during your first week of employment. After Foundation training, 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.
Skills
- Customer Service
- Financial Product Sales
- Communication Skills
- Problem Solving
- Collaboration
- Technology Proficiency
Benefits
- Compensation: $20.05 - 22.46 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!
Pay
- $20.05 - 22.46 per hour
Schedule
- Full-Time
- Working approximately 40 hours per week
- Hours: 7:45 am - 5:45 pm Monday through Friday, including a Saturday rotation between 7:45 am - 12:30 pm every 4-6 weeks