Member Account Representative - ECD (40 hours)

Royal Credit Union in; Eau Claire (WI); On-site; USD 28,000 - 31,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

5% 401k employer match

Paid family leave

Vacation and sick time accruals

Tuition assistance

Student loan debt assistance

Pet insurance

Job summary

Royal Credit Union in Eau Claire, WI seeks a friendly Member Account Representative to deliver exceptional service, build lasting relationships, and help Members reach their financial goals through informed product recommendations and a smooth digital experience.

This 40-hour administrative role emphasizes trusted interactions, accurate data entry, and adherence to policies while supporting NPS initiatives and contributing to a collaborative, community-focused workplace.

Qualifications

• Strong interviewing, listening and verbal/written communication skills with the ability to clearly explain financial products and build trust-based relationships.
• Ability to identify opportunities to recommend appropriate financial solutions and evaluate Member needs using analytical thinking.
• Proven ability to work collaboratively within a team and navigate digital banking tools.

Responsibilities

• Provide exceptional service to Members by building rapport and engaging conversations, promoting Royal's financial products and digital services.
• Establish and maintain Member relationships, handling depository accounts and related services while meeting performance goals.
• Support Net Promoter Score initiatives and stay knowledgeable about all Royal products and services.

Skills

Communication skills

Analytical thinking

Cross-selling

Teamwork

Education

High School Diploma or equivalent

Job description

Member Account Representative - ECD (40 hours) (Administrative)

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 tangible difference where 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 Commitment To You:

• 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!

What's Needed For This 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.

We'd Love To See: