Member Care & Financial Solutions Advisor

Royal Credit Union; Apple Valley (MN); On-site; USD 32,000 - 34,000; Full time

Job summary

Royal Credit Union in Apple Valley, MN is hiring a Member Account Representative to assist Members with transactions, open new accounts, and provide tailored financial guidance. You will build relationships, promote Royal's products, and support digital services while upholding core values.

The role is full-time, onsite, with a daytime schedule and Saturday rotation; training begins at the Corporate Center in Eau Claire, WI.

Qualifications

• High School Diploma or equivalent.
• Previous customer service experience.
• 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.

Responsibilities

• Provide exceptional service to members by building rapport and engaging with them, confidently begin conversations, anticipate questions, and clearly explain financial products.
• Establish and maintain Member relationships, including business and consumer depository accounts and related products and services.
• Meet Member needs by actively promoting and selling Royal's financial products and digital services, including digital usage.
• Support Net Promoter Score (NPS) initiatives in the office by delivering exceptional service guided by Royal's core values.
• Learn and become knowledgeable in all of Royal's products and services.

Skills

Customer service

Communication

Sales

Bondable

Digital banking

Education

High School Diploma or equivalent

Job description

Royal Credit Union in Apple Valley, MN is hiring a Member Account Representative to assist Members with transactions, open new accounts, and provide tailored financial guidance. You will build relationships, promote Royal's products, and support digital services while upholding core values.

The role is full-time, onsite, with a daytime schedule and Saturday rotation; training begins at the Corporate Center in Eau Claire, WI.