Member Account Representative - RF/HU (Hire Ahead)
River Falls, Wisconsin, United States · On-site
$23/hr–$25/hr
Entry level
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Member Account Representative - RF/HU (Hire Ahead)
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
$23/hr–$25/hr
Full-time
high school
Medical Insurance, Dental Insurance, Vision Insurance, 401k Employer Match, Paid Family Leave, Sick Leave
Posted 15d ago
Apply by Aug 22
~40 hrs/week
Responsibilities
The Member Account Representative builds relationships with members to identify financial needs and provide personalized product solutions. They are responsible for promoting digital services, managing depository accounts, and supporting NPS initiatives to ensure member loyalty.
Requirements
Candidates must have a high school diploma, previous customer service experience, and be bondable upon hire. Strong communication, analytical skills, and the ability to handle complex financial transactions in a fast-paced environment are required.
Full job description
Do you enjoy building meaningful relationships and helping people feel confident about their financial decisions? Become a Member Account Representative at Royal Credit Union! In this role, you’ll connect with Members, uncover their financial needs, and deliver personalized solutions that make a real difference—one conversation at a time.
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: $23.00 - $25.50 (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
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.
We’d Love To See:
Prior experience in sales
Previous experience working in a financial institution
Work Schedule:
Full-Time, working approximately 40 hours per week.
The hours will vary between 7:45 am - 5:45 pm Monday through Friday, including a Saturday rotation between 8:15 am - 12:30 pm.
Must be able to work fully onsite at the River Falls & Hudson Royal Credit Union branch locations.
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 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 if you are ready to take on this exciting challenge and become a part of the Royal Credit Union Family!
Where Positive Impact & Possibilities Meet | Royal is here to help put our Members’ dreams within reach | Join Royal
Industry
Financial Services
Company size
501-1,000 employees
Founded
1964
Headquarters
Eau Claire, WI
LinkedIn followers
6,626
Royal Credit Union was made up of just 100 Members when we were organized in April 1964 to serve the employees of Uniroyal and their families. In November of 1972, Royal was granted permission to add other employee groups to its membership and over the next two years we did just that, bringing 27 new groups into the family. That popularity told us we were ready for a community charter.
With more than 300,000 Members today, on the surface we don't really look like we did when we just occupied a small office in a tire plant. But there are many, many things that have remained true from day one. They are highlighted in our Core Values, which you will find on this page and posted in each of our offices. More importantly, you will find these Core Values instilled in each of our team members, who make sure to listen to your story and help you in any way they can. Federally insured by NCUA.
Offices: 200 Riverfront Terrace, Eau Claire, WI 54703, US
Royal Credit Union is committed to create a positive impact in the lives we touch.MortgageFinanceBankingNon ProfitFinancial ServicesCredit
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