Description

Are you passionate about delivering exceptional service and helping people achieve their financial goals? Become a Member Lending Specialist at Royal Credit Union! In this role, you'll guide Members through the lending process, provide expert advice on Royal's full suite of products, and build lasting relationships—all while making a positive impact every day.

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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.

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What You'll Do:
Create an exceptional Member experience in all aspects of the lending process while offering Royal's full suite of products and services based on Member needs. Serve as the telephone contact for Members, team members, and potential Members, regarding their lending needs and requests. Accurately and efficiently complete loan application and maintenance on consumer loans and accounts. Responsible for answering calls and responding to electronic requests for Royal's full line of unsecured, collateral secured, and HELOC/Home Equity Line of Credit loans. Open new deposit products for telephone and electronic requests. Identify Member needs using knowledge of all products and services offered at the credit union. Refer existing and potential Members to departments or individuals who can better meet their financial needs. Provide exceptional, efficient, and accurate customer service.

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Our Commitment To You:

• Compensation:
  • Eau Claire: $20.05- $22.40
  • New Richmond: $23.05- $25.80
    • 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!

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What's Needed For This Position:

• High School Diploma or Equivalent
• One year customer service experience
• Must be bondable
• Strong knowledge of financial services and Royal's products and services, with proficiency in digital products
• Analytical and critical thinking skills for complex decision-making
• Exceptional customer service focus, balancing Member needs with Royal Credit Union processes
• Ability to de-escalate upset Members and address service needs
• Effective professional relationships and communication with leaders, coworkers, and Members

Knowledge, Skills and Competencies:

• • Demonstrated expertise in financial services, including digital products, and the ability to educate Members on these assets
  • Advanced analytical, critical thinking, and logical problem-solving skills to support complex Member needs and make sound decisions
  • Outstanding customer service orientation, with the ability to de-escalate situations and deliver efficient, accurate solutions
  • Strong communication and relationship-building skills, fostering trust and collaboration with Members and team members
  • Superior organizational and time management abilities, thriving in a fast-paced environment with high volumes and changing priorities 

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We'd Love To See:

• Associate's Degree in a business-related field
• Experience working in a call center environment and/or financial institution

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Work Schedule:

• Full-time, working approximately 40 hours per week. Hours and shifts vary between 8:30am 7:00pm Monday through Friday and two Saturdays per month 8:30am 2:00pm.
• This position is part of Royal's workplace flexibility program and has the ability to be partially remote up to 4 days a week after 2-4 months of training and proficiency in the position. When not working remote, the office location is at the New Richmond, WI Office or  the Corporate Center in Eau Claire, WI. 

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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.

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Ready to make a positive impact? APPLY NOW if you are ready to take on this exciting challenge to contribute to our mission and become a part of the Royal Credit Union family!