Part-Time Member Account Representative - Menomonie North

Royal Credit Union Inc.; Menomonie (WI); Presencial; USD 28.000 - 31.000; A tiempo parcial

Ventajas ofrecidas por este puesto de trabajo

Medical insurance

Dental insurance

Vision insurance

401k match

Paid family leave

Vacation and sick time accruals

Tuition assistance

Student loan debt assistance

Pet insurance

Descripción de la vacante

Royal Credit Union Inc. in Menomonie, Wisconsin, is seeking a part-time Member Account Representative to welcome Members, process transactions, and open new accounts and loans. You’ll provide tailored financial solutions and demonstrate Royal’s digital tools, all onsite at the branch.

Ideal candidates will have strong customer service and communication skills, enjoy a collaborative environment, and be able to work a 30-hour week with flexibility across banking hours.

Formación

• High School Diploma or Equival ent.
• Knowledge of financial services and solutions for Members.
• Strong customer service, written and verbal communication, and listening skills.
• Organizational skills and attention to detail; data entry and transactions.
• Learn Royal’s digital solutions on tablets, smartphones, and PCs.

Responsabilidades

• Welcome Members and guests to the office and perform transactions.
• Open new accounts, unsecured loans, credit cards and Kwik Cash loans.
• Build relationships by meeting Member needs with Royal’s products and services.
• Provide electronic service demonstrations and resolve Member inquiries.
• Support NPS initiatives with exceptional service and Royal’s core values.

Conocimientos

Customer service

Cash handling

Communication

Time management

Microsoft Office

Educación

High School Diploma or Equivalent

Herramientas

Microsoft Office

Descripción del empleo

Are you passionate about providing exceptional service and building lasting relationships? At Royal Credit Union, we’re looking for dedicated individuals to join our team as a Member Account Representative. In this role, you’ll be the welcoming face of our office, assisting Members with transactions, opening new accounts, and offering financial solutions tailored to their needs.

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 is responsible for promptly welcoming Members and others to the office. Accurately process Member transactions as requested. Open new accounts, unsecured loans, credit cards and kwik cash loans. This position may also require working at other office locations. Responsible for actively building relationships by meeting Member needs with Royal’s products and services, providing electronic service demonstrations, and resolving any Member inquiries in an efficient, accurate, and friendly manner. Support NPS (Net Promoter Score) initiatives in the office by providing exceptional service, guided by Royal’s Core Values, creating loyal Members.

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 andtheir families! In addition to our comprehensive medical, dental, and visioninsurance plans, Royal offers a 5% 401k employer match, paid family and sickleave, vacation and sick time accruals, childcare reimbursement, tuition andstudent loan debt assistance, pet insurance, and much more!

What’s Needed For This Position:

• High School Diploma or Equivalent
• Have a working knowledge of financial services and identify solutions to meet financial needs for both existing and prospective Members.
• Demonstrate a strong sense of customer service, strong written and verbal communication skills, and strong interviewing and listening skills. Able to explain and present to Members.
• Exhibit good organizational skills, excellent time management, strong listening skills, and the ability to produce accurate and high-quality materials, data entry, and transactions.
• Readily learns new technologies, uses Royal’s digital solutions on different technology devices (e.g., tablets, smartphones, PCs, etc.), and a basic understanding of all Microsoft Office products.
• Work productively in a team environment with high levels of interruption, perform routine and repetitive tasks, and pay meticulous attention to detail.

We’d Love To See:

• Previous customer service and cash handling experience
• Previous experience working in a financial institution

Work Schedule:

• Part-time, working approximately 30 hours per week.
• The hours will vary between 10:00am - 6:00pm Monday through Friday, and every other Saturday 10:00am - 2:00pm.
• Must be able to work fully onsite at the Menomonie North 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 will be reimbursed costs related to travel and lodging.
  • 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 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.

Eager to make a difference in our Members’ lives? be part of a team that recognizes your contributions and fosters your success!