Member Account Representative - CFS (20 hours)

Royal Credit Union Inc.; Chippewa Falls (WI); On-site; USD 28,000 - 31,000; Part time

Benefits offered by this job

Paid vacation

401k with match

Tuition reimbursement

Student loan repayment assistance

Childcare assistance

Job summary

Royal Credit Union Inc. is seeking a Part-Time Member Account Representative to join the Chippewa Falls South Office. The 20-hour weekly role focuses on delivering exceptional member service, opening depository accounts, promoting Royal's financial products, and supporting digital services.

Candidates should have a high school diploma, be bondable, and demonstrate strong communication and sales skills. Training will begin with Foundation Training at Eau Claire, WI, followed by hands-on branch

Qualifications

• High School Diploma or equivalent is required.
• Must be bondable upon hire.
• Strong interviewing, listening, and verbal/written communication skills.
• Ability to identify opportunities and recommend financial solutions.
• Experience processing complex financial transactions and maintaining records.
• Ability to work in a fast-paced environment and meet goals.
• Experience working in sales and in a financial institution.

Responsibilities

• Engage Members, understand their financial goals and recommend solutions.
• Promote and sell Royal's financial products and digital services.
• Support initiatives such as Net Promoter Score in the office.

Skills

Sales experience

Communication skills

Analytical thinking

Team collaboration

Financial product knowledge

Education

High School Diploma or equivalent

Tools

Digital banking tools

Job description

Member Account Representative - CFS (20 hours)

Chippewa Falls South Office, 1031 Woodward Avenue, Chippewa Falls, Wisconsin, United States of America

Job Description

Posted Thursday, August 13, 2026 at 6:00 AM

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. Perhaps Royal is the change you’re looking for. Royal Credit Union is looking for caring, energetic team members who want to create a positive impact in the lives of our Members.

Are you passionate about delivering exceptional service and building long ‑ term relationships? Royal Credit Union is seeking a Member Account Representative to engage Members, understand their financial goals, and recommend solutions that support their success—while upholding Royal’s values and commitment to service excellence

Why Royal?

• Member and Community Focused: We are dedicated to making a positive impact on our Members and the communities we serve, going beyond financial services to enrich lives and foster growth.
• Supportive Environment: Join a collaborative, values-driven workplace that is always evolving. We support each other and work together to achieve our goals.
• Professional Growth: We offer numerous opportunities for training and advancement, helping you continuously develop and advance your skills.
• Empowerment: We empower our team members to make decisions and drive initiatives that help our Members achieve their financial goals. Your ideas and contributions are valued and encouraged
• Community Involvement: Engage with your local community through various initiatives and events, making a tangibledifferencewhere you live and work. Be part of something bigger.

What You’ll Do:

The Member Account Representative provides exceptional service to members by building rapport and engaging with them – 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.

What’s It Like Being a Member Account Representative at Royal Credit Union? Watch Here!

Our CommitmentToYou:

• Compensation: $20.05 – $22.46per hour (candidates with significant related experience may be higher)
• Benefits: Royal is proud to take care of our team members and their families! This position is eligible for select benefits such as paid vacation, 401k with match, tuition reimbursement, student loan repayment assistance, childcare assistance, and more!

What’s NeededForThis Position:

• High School Diploma or equivalent
• Must be bondable upon hire
• 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.
• Ability to identify opportunities to recommend appropriate financial solutions, evaluate Member needs using analytical and critical-thinking skills, and confidently propose products and services that align with financial goals.
• 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

Work Schedule:

• Part-Time, working approximately 20hours per week.
• Variable hours between 9:45am - 6:15pm Monday through Friday, including a Saturday rotation between 9:45am-2:15pm.
• Must be able to work fully onsite at the Chippewa Falls South Royal Credit Union branch location.

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. Out-of-town learners may be eligible for reimbursement of travel and lodging expenses, subject to Royal's travel and expense reimbursement guidelines.
  • 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. Training will run from 9:00am – 4:30pm on these days.
• Tactical Branch: This hands‑on training experience will provideyouthe 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.

We will be communicating with youby email and/or text on the status of your application. Please monitor your email inbox and junk folder for status updates and additional instructions.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, protected veteran status or status as an individual with disability.

Chippewa Falls South Office, 1031 Woodward Avenue, Chippewa Falls, Wisconsin, United States of America