Account Associate Jobs in Menomonie, WI (NOW HIRING)

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.

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
• 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:

• Full-Time, working approximately 40 hours 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 Eau Claire 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 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? APPLY TODAY and be part of a team that recognizes your contributions and fosters your success!