Royal Credit Union job in New Richmond, WI or remote
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.
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: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.
Our Commitment To You:
Compensation: $19.85 - $22.20 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
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
We'd Love To See:
Associate's Degree in a business-related field
Experience working in a call center environment and/or financial institution
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 4-6 months of training and proficiency in the position. When not working remote, the office location is at the New Richmond, WI Office.
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.
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!
$19.9-22.2 hourly 3d ago
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Electronic Payments Specialist
Royal Credit Union 3.9
Royal Credit Union job in Eau Claire, WI
If you thrive on accuracy and enjoy helping others, this role is for you. Become an Electronic Payments Specialist at Royal Credit Union! In this role, you'll support Members and team members with card products, check processing, and electronic transactions, while helping solve problems and keeping every transaction running smoothly and accurately.
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: Electronic Payment Specialists provide multi-channel product support to Royal Credit Union team members and Members for all Royal's card products, check processing and electronic transactions. Also responsible for the processing of daily manual payroll, transaction adjustments, and reviewing/maintaining reports while providing the highest level of service to internal and external members. Possess knowledge to answer questions, use logical reasoning to research and solve problems and perform transactions.
Our Commitment To You!:
Compensation: $17.40- $19.40 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
One year Customer Service Experience
Must be bondable upon hire
Working knowledge of basic accounting principles and regulatory requirements for electronic payments and negative share accounts.
Strong sense of customer service with excellent written and verbal communication skills to support Members and team members.
Excellent time management and organizational skills; able to work efficiently in a high-volume environment under multiple deadlines and changing priorities.
Analytical and critical thinking skills to research, solve problems, and make decisions regarding complex daily work; effective problem-solving skills to identify, research, propose, and execute resolutions.
Readily learns new technologies and uses Royal's digital solutions; works independently on assigned tasks within a team environment with meticulous attention to detail.
We'd Love To See:
Associate's Degree in Accounting or Business Management
Experience working in a financial institution or related experience
Work Schedule:
Full-Time, hourly working approximately 40 hours per week.
Hours and shifts vary between 7:30am-5:00pm Monday through Friday, with additional hours as needed
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.
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!
$17.4-19.4 hourly 6d ago
HR Generalist (Hybrid- must reside in WI or MN)
Westconsin Credit Union Careers 3.7
Remote or Menomonie, WI job
At
WEST
consin Credit Union, we believe in the power of people helping people. Our mission is to give members, communities, and one another the inspiration, resources, and support to achieve financial wellness. We fulfill our mission by creating a positive impact in our members' lives by providing trusted financial services and building lasting relationships. If you're looking to work for an organization where your contributions matter, where teamwork and community are at the heart of everything we do, and where you can grow in a dynamic, supportive culture-then you're in the right place! We're more than just a credit union; we strive to make a real difference. Ready to make an impact? Let's grow together!
What You'll Be Doing:
Conducts new employee benefit orientation sessions; provides specific benefit information; and gathers and processes necessary enrollment information.
Supports employee benefit and insurance programs including but not limited to:
Serve as a resource for employees and leaders on benefits-related inquiries.
Maintain and develop communication tools to enhance understanding of the company's benefits programs.
Coordinate and process benefit enrollments, life events, and related compliance requirements.
Review and reconcile monthly benefit invoices for accuracy and collaborate with accounting to ensure timely payment.
Assist with planning and execution of annual benefits enrollment, including system set up, reporting, auditing, and employee education.
Partner with vendors and internal teams to assist with implementation of new benefit offerings, system setup, and coordinate employee rollout and communications.
Assist additional HR functions, including tasks such as 401(k) administration, audits, year-end reporting, and wellness initiatives.
Act as a back-up for the Benefits Administrator to ensure continuity of service during absences or peak periods
Manage full cycle recruitment for some retail offices, collaborating with leaders to understand skills and competencies required for job openings
Makes recommendations for hiring including wage determinations at the time of hire
Identifies organization trends, in consultation with the HR team, to provide recommendations for solutions, programs, and policies
Administers leave of absence processes in compliance with State and Federal regulation
Maintains knowledge of trends, best practices, regulatory changes and new technologies in human resources and talent management
Hybrid- Must reside in Wisconsin or Minnesota
What You'll Need to Be Successful:
Bachelor's Degree in HR or a related field or equivalent years of experience required
3 years of experience in HR, with a focus on recruitment and benefits
Prior benefits administration strongly preferred
Proficiency in HRIS and ATS systems
Proven ability to manage multiple priorities in a fast-paced environment
Excellent communication skills, both written and verbal
Ability to maintain confidentiality and handle sensitive information with professionalism
Why Choose
WEST
consin:
Health, Dental, and Vision Insurance Plans
Annual Healthy Living Fund Contribution
Student Loan Repayment Program
Competitive Salary
Impressive 401(k) Contribution and Match Plan
Paid Time Off Accrual
11 Paid Holidays
Visit
WEST
consin Careers
$50k-62k yearly est. 10d ago
Treasury Management Operations Specialist 1
Summit Credit Union 4.5
West Bend, WI job
As a Treasury Management Operations Specialist, you'll be the go-to expert for our suite of business banking services, including: * Enhanced Business Online Banking * Business Bill Pay * Remote Deposit Capture (RDC) * Wire & ACH Origination You'll work directly with members to set up services, conduct audits, and provide ongoing support - all while delivering exceptional service with a smile. You'll also collaborate with our deposit sales team, core providers, and third-party vendors to ensure seamless operations and member satisfaction.
Expected Outcomes
* Members feel supported, informed, and confident in their treasury services
* Transactions are handled with precision and compliance, reducing risk and enhancing security
* You identify opportunities to grow relationships and add value through additional products and services
* Projects and assignments are completed with accuracy and timeliness
Selection Criteria
* High School Diploma or GED
* 1+ year of experience in financial services, banking operations, or treasury payments
* Strong understanding of digital banking and treasury management tools
* Excellent communication and organizational skills
* Tech-savvy and comfortable navigating Microsoft Office and other platforms
* Detail-oriented, positive, and thrives in a fast-paced environment
Additional Requirements:
* Physical Demands of Position: While performing the duties of this position, the employee is required to sit, stand and walk, use hands and fingers. The employee occasionally must reach above and below shoulder level, and lift/push/pull and /or carry up to 10 pounds. Must be able to operate a motor vehicle.
* Environmental/Working Conditions: Works in a typical administrative setting with climate control and appropriate lighting. Travel to branches requires exposure to outdoor and traffic conditions.
* Equipment Used: The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.
* EEO Statement: At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit and business need.
$48k-63k yearly est. 60d+ ago
Member Sales & Growth Advisor
Westconsin Credit Union Careers 3.7
Menomonie, WI job
At
WEST
consin Credit Union, we believe in the power of people helping people. Our mission is to give members, communities, and one another the inspiration, resources, and support to achieve financial wellness. We fulfill our mission by creating a positive impact in our members' lives by providing trusted financial services and building lasting relationships. If you're looking to work for an organization where your contributions matter, where teamwork and community are at the heart of everything we do, and where you can grow in a dynamic, supportive culture-then you're in the right place! We're more than just a credit union; we strive to make a real difference. Ready to make an impact? Let's grow together!
What You'll Be Doing:
Leads the development, delivery, and sustainment of
WEST
consin's member-focused sales and growth culture by initiating new strategies, reinforcing existing practices in alignment with direction of the Vice President - Member Advocacy & Sales.
Researches, recommends, participates in, and possibly leads training programs that could impact member engagement
Provides thought leadership on emerging trends in member engagement and sales
Drives growth and retention strategies aligned with organizational goals
Utilizes analyzed insights from both the Voice of Member data and Customer Relationship Management tools to inform enhanced member experiences.
Identifies and provides actionable insights to inform strategic recommendations to the Vice President - Member Advocacy & Sales for all areas in the credit union, including frontline, lending, and CUSOs.
Partners with department leaders assess sales performance and identify opportunities for improvement based on metrics of success and organization-wide goals.
Monitors effectiveness of engagement and sales programs and adjust strategies as needed.
Ensures consistent adoption of sales and growth culture throughout the entire organization.
Promotes cross-functional collaboration to ensure consistency in member experiences across channels.
Manages the administration and development of organizational Service Level Agreements (SLAs) and collaborates with leaders to create and refine SLA standards.
Lead employees and/or project teams through member journey mapping to help identify gaps in service.
Partners with leaders to support coaching, trainings, observations, and meetings within their teams to help increase knowledge and skills around member engagement and sales.
Coaches and mentors leaders to strengthen their ability to provide effective performance feedback and enhance coaching skills, driving success in member experience metrics
Acts as project lead or participates on a project team with any project that is assigned through Strategic Planning and/or departmental projects
*Hybrid Position based out of Menomonie, WI and will require some onsite work. Must reside in either Wisconsin or Minnesota*
What You'll Need to Be Successful:
Bachelor's degree or equivalent experience
3-5 years related work experience required
Why Choose
WEST
consin:
Health, Dental, and Vision Insurance Plans
Annual Healthy Living Fund Contribution
Student Loan Repayment Program
Competitive Salary
Impressive 401(k) Contribution and Match Plan
Paid Time Off Accrual
11 Paid Holidays
Visit
WEST
consin Careers
$30k-36k yearly est. 11d ago
Facilities Support Technician 1
Summit Credit Union Career 4.5
West Bend, WI job
Maintain Summit facilities to the highest standards of safety, functionality, and appearance. Ensure a positive environment for employees and members by performing preventive maintenance, addressing work requests promptly, and supporting credit union goals.
Key Responsibilities:
Maintain facilities for safety, functionality, and curb appeal.
Respond to work orders and prioritize tasks effectively.
Perform light electrical, plumbing, HVAC adjustments, painting, and basic carpentry.
Conduct inspections and preventive maintenance on building systems.
Assist with landscaping, snow removal, and exterior upkeep.
Communicate issues and timelines to management; coordinate with vendors as needed.
Follow all security, safety, and compliance guidelines.
Qualifications:
High school diploma or equivalent.
2+ years of general maintenance or facilities experience.
Knowledge of electrical, plumbing, HVAC, and light carpentry.
Ability to lift up to 100 lbs and work in varied environments.
Valid driver's license.
Basic computer skills (Outlook, Word, Excel).
Strong communication, attention to detail, and ability to work independently.
Additional Position Details:
Physical Demands of Position
While performing the duties of this job, the employee is frequently required to stand, walk, stoop, crawl, climb, use hands and fingers. The employee regularly must reach above and below shoulder level, and lift/push/pull and /or carry up to 100 pounds.
Environmental/Working Conditions
Works inside and outside with possible exposure to environmental elements, such as inclement weather, dust, noise, chemical and/or chemical fumes. Duties require occasional on-call and/or off hours work and local travel.
Equipment Used
Telephone, FAX Machine, personal computer, cleaning cart, cleaning supplies, vacuum, carpet cleaner, snow shovel, snow blower, hand and lawn tools, power tools, hand dolly, step and extension ladder.
The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.
Why Join Summit?
Be part of a team that values excellence and member experience. Enjoy a role where your skills keep our facilities safe, functional, and welcoming.
EEO Statement: At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit, and business needs.
$44k-53k yearly est. 36d ago
Business Services Data Analyst (Hybrid) - Cottage Grove, WI
Summit Credit Union Career 4.5
Remote or Cottage Grove, WI job
What You'll Do
Dive into large datasets and surface insights that fuel strategy, innovation, and compliance.
Build dashboards and reports that help leaders make informed decisions-fast.
Collaborate with product managers, business leaders, and tech teams to solve real-world challenges.
Spot opportunities for automation and efficiency like a pro.
Ensure data integrity and compliance across all your work.
What Success Looks Like
Your reports and dashboards are timely, accurate, and drive smart business moves.
Your analysis powers strategic initiatives like market expansion and product performance.
You help streamline operations and uncover hidden efficiencies.
You build strong relationships by translating complex data into clear, actionable solutions.
You maintain top-tier data quality and compliance standards.
Capability Requirements
Bachelor's degree in Data Science, Finance, Economics, Statistics, or a related field
3 years or more experience in data analysis, preferably within financial services or commercial banking; combination of applicable work experience and education will be considered.
Proficiency in SQL, Excel, and data visualization tools such as Power BI or Tableau.
Experience with statistical analysis tools (e.g., Python, R) is desirable.
Knowledge of banking systems, financial products, and regulatory reporting standards.
Demonstrated ability to communicate complex data clearly to non-technical stakeholders.
Experience working with large datasets and data warehouses preferred.
Understanding of data governance and compliance frameworks within commercial banking.
Why Summit?
We're not your average financial institution. We're member-owned, mission-driven, and deeply committed to making lives better. At Summit, you'll find a culture of collaboration, curiosity, and continuous improvement-plus great benefits and opportunities to grow.
Comprehensive Benefits: Health, dental, vision, disability, and life insurance plans tailored to your needs.
Financial Security: 401(k) with employer match, pension plan, profit-sharing, and HSA support.
Generous Time Off: Competitive PTO, sick leave, and 8.5 paid holidays annually.
Career Growth: Tuition reimbursement, student loan assistance, and leadership development programs.
Award-Winning Culture: Recognized as a Top Workplace with a collaborative, inclusive environment.
Financial Wellness: Free coaching, workshops, and award-winning programs for employees and members.
Required Statement Sections
Physical Demands of Position: While performing the duties of this position, the employee is required to sit, stand and walk, use hands and fingers. The employee occasionally must reach above and below shoulder level, and lift/push/pull and/or carry up to 10 pounds.
Environmental/Working Conditions: Works in a typical administrative setting with climate control and appropriate lighting. Travel to branches requires exposure to outdoor and traffic conditions.
Equipment Used: Variety of office equipment (telephone, printer, pc, mobile devices, etc).
EEO Statement: At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit, and business need.
$58k-70k yearly est. 60d+ ago
Project Manager (hybrid- must reside in WI or MN)
Westconsin Credit Union Careers 3.7
Remote or Menomonie, WI job
At
WEST
consin Credit Union, we believe in the power of people helping people. Our mission is to give members, communities, and one another the inspiration, resources, and support to achieve financial wellness. We fulfill our mission by creating a positive impact in our members' lives by providing trusted financial services and building lasting relationships. If you're looking to work for an organization where your contributions matter, where teamwork and community are at the heart of everything we do, and where you can grow in a dynamic, supportive culture-then you're in the right place! We're more than just a credit union; we strive to make a real difference. Ready to make an impact? Let's grow together!
What You'll Be Doing:
Leads strategic projects that require managing cross-functional communication and dependencies with other teams
Assists in the definition of project scope and objectives, involving all relevant internal stakeholders and ensuring technical feasibility in collaboration with
WEST
consin's Information Technology Department
Acts as the bridge between upper management, stakeholders, and the teams tasked with the execution of the project
Create and drive the overall schedule, identify, and mitigate risk at all stages, and define the overall cadence for the project team
As needed, executes the 3rd party vendor management processes as defined
Develops and maintains vendor relationships in relation to their projects
Reads industry information and attends related courses and seminars, including active participation in advisory groups and other groups as needed
Trains and mentors participants of the Aspiring Leaders Program
Adheres to, recommends, creates, and implements continuous improvements to Project Management processes and tools
Prepares status reports by gathering, analyzing, and summarizing relevant information to each target audience
Mentors/Coaches departmental Project Leaders on the best application of the Project Management tools and processes for their project
Communicates on behalf of the team as needed and capture notes and output
Identifies and manages risks critical to project success, following WESTconsin's Risk Management processes
Is highly resourceful and knows when/how to be assertive to make progress
Able to remain calm, composed, and flexible in challenging circumstances
Responsible for motivating project teams and resolving conflicts to ensure a productive work environment
Acts as a change agent to help continue driving the culture of continuous improvement throughout the organization
Assists supervisor with tasks related to Strategic Planning, Resource Planning, and other items as requested
*Hybrid Position based out of Menomonie, WI and will require some onsite work. Must reside in either Wisconsin or Minnesota*
What You'll Need to Be Successful:
Bachelor's degree from a four-year college and three years of related experience; or equivalent years of experience
Ability to make sound business decisions with consideration to end users, regulation or compliance requirements, and member experience
Experience leading large-scale change and influencing user adoption to obtain the best internal and external member experience
Proven communication, facilitation, presentation, conflict management and consensus building skills
Why Choose
WEST
consin:
Health, Dental, and Vision Insurance Plans
Annual Healthy Living Fund Contribution
Student Loan Repayment Program
Competitive Salary
Impressive 401(k) Contribution and Match Plan
Paid Time Off Accrual
11 Paid Holidays
Visit
WEST
consin Careers
$58k-72k yearly est. 18d ago
Summer 2026 -Contact Center Operations Support Internship
Summit Credit Union 4.5
Cottage Grove, WI job
As a Contact Center Operations Support Intern, you will assist the operations team in optimizing processes, improving efficiency, and supporting day-to-day activities within the contact center environment. This role provides hands-on experience in analyzing performance metrics, documenting workflows, and contributing to initiatives that enhance customer experience and agent productivity. You'll collaborate with cross-functional teams, learn industry best practices, and gain exposure to tools and technologies used in contact center operations.
Project Goals
* Identify Operational Inefficiencies: Examine workflows and processes for bottlenecks or redundancies. Document at least 3 process inefficiencies and propose actionable recommendations by Week 6.
* Enhance Documentation and Knowledge Management: Update operational procedures and training materials. Complete updates to 2 key process documents and ensure they are accessible in the knowledge base by the end of the internship.
Skills & Qualifications
* Currently pursuing a degree in Business, Communications, Data Analytics, or related field.
* Strong analytical, organizational, and communication skills.
* Proficiency in Microsoft Office Suite; familiarity with contact center tools is a plus.
* Ability to work independently and as part of a team in a fast-paced environment.
* This role requires you to be present in person at our main office.
Ready to Apply?
Check us out-talk to people you know (other employees, members), visit our website, and follow us on social media. If Summit feels like a good fit, we encourage you to apply
The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all outcomes, responsibilities and qualifications required of employees assigned to this job. Physical Demands of Position: While performing the duties of this position, the employee is required to sit, stand and walk, use hands and fingers. The employee occasionally must reach above and below shoulder level, and lift/push/pull and /or carry up to 10 pounds. Environmental/Working Conditions: Works in a typical administrative setting with climate control and appropriate lighting. Travel to branches requires exposure to outdoor and traffic conditions. Equipment Used: Variety of office equipment (telephone, printer, pc, mobile devices, etc). EEO Statement: At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit, and business need.
$32k-37k yearly est. 8d ago
Branch Manager - Hudson
Royal Credit Union 3.9
Royal Credit Union job in Hudson, WI
Are you a strategic leader who excels at inspiring teams and driving branch success? Join Royal Credit Union as a Branch Manager at our Hudson location! In this role, you'll lead high-impact initiatives, foster member satisfaction, and champion community engagement to achieve growth and profitability.
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 Branch Manager is a dynamic and inspirational leader responsible for driving credit union growth through community involvement to ensure the success of the credit union. At Royal Credit Union, the Branch Manager is a strategic leader that will be responsible for driving team performance, member satisfaction, and branch growth while fostering an environment of collaboration, inclusion, and accountability. This role requires a balance of operational oversight, business development, and community engagement to ensure overall success and profitability of the branch.
Our Commitment To You:
Compensation: $83,900 - $96,500 (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
Associate's Degree in Business, Finance, Accounting or related field, or equivalent related work experience
One year of supervisory experience or equivalent leadership training
Experience in networking within communities to attract new business and build strong relationships
Customer service experience
Leadership & Team Development: Ability to recruit, coach, and mentor high-impact talent while fostering collaboration and accountability.
Business Growth & Financial Acumen: Skilled in implementing business development strategies, managing portfolios, and analyzing financial data to drive profitability.
Community Engagement & Relationship Building: Strong networking skills to build partnerships and represent Royal in community initiatives.
Operational Excellence & Compliance: Expertise in managing branch operations, ensuring adherence to policies, and maintaining regulatory compliance.
Adaptability & Innovation: Ability to lead through change, embrace technology, and promote digital banking solutions for enhanced member experience.
We'd Love To See:
Bachelor's degree in Finance, Business Administration, or equivalent related work experience
One year of experience working in financial services (transaction processing, new accounts, loans, etc.)
FiCEP Certification (CUNA Financial Counseling Certification Program) or other approved financial counseling certification.
Work Schedule:
Full-Time, working approximately 40 hours per week. Hours and shifts vary between 8:00am-5:00pm Monday through Friday with additional hours, as needed.
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.
Ready to make a positive impact? APPLY NOW if you are ready to take on this exciting challenge at Royal!
$83.9k-96.5k yearly 6d ago
Member Service Teller- Part Time 15-19 Hours
Summit Credit Union 4.5
Lake Mills, WI job
As a Peak Teller for our Lake Mills branch, you are responsible for engaging in meaningful conversations with members during high volume hours. You will complete a variety of banking transactions for members with a high degree of accuracy. We are looking for team members who will listen carefully to our members' needs to uncover ways to help improve their financial situation. The ideal candidate will be outgoing with outstanding communication skills, the ability to multi-task, and a passion for helping people.
Essential Functions
* Act as the face of the organization and first point of contact for members.
* Ensure all member requests are processed accurately and efficiently
* Build and maintain positive rapport with members, and actively solicit their needs and suggestions.
* Make recommendations, offer advice and refer members to other solutions in an effort to help them improve their financial situation.
* Conduct teller transactions, fulfill the needs of members accurately, and balance each day.
* Resolve account errors and provide maintenance on accounts for members. Assist members in identifying potential problems and present solutions along with associated advantages and drawbacks.
* Educate members about convenient service options such as online banking and mobile banking.
* Maintain basic knowledge in all credit union service, products and programs, ensuring quality service is delivered to SCU members.
* Provide support to the branch.
* Consistently act as part of a cohesive team, demonstrating excellent interpersonal skills and the ability to interact positively with other employees
* Other branch duties as assigned or needed
* Understand and is accountable for executing all job functions in a way that is consistent with all requirements of BSA, OFAC and the USA Patriot Act/Customer Identification Act (CIP).
Job Specifications
* Professional, well-developed interpersonal skills essential for projecting a positive image as representative of the Credit Union.
* Fluent in English
* Requires judgment to solve day-to-day problems but usually within established guidelines.
* Work requires basic knowledge of Microsoft Office Suite.
* Basic mathematical skills required.
* One year customer service or sales experience preferred
At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit and business need.
$24k-28k yearly est. 40d ago
Mortgage Loan Officer
Summit Credit Union Career 4.5
Milwaukee, WI job
Summit Credit Union, voted number one employer by WSJ and top ten by Madison Magazine, has an exciting opportunity to join our mortgage team as a Mortgage Loan Officer- Walker's Point Market. As the MLO you are responsible for providing personal, customized financial services to potential members and members of the credit union. Support Summit Credit Union's mission and vision by serving as a trusted financial advisor through recommending solutions toward improving their financial situation. Originate investment quality loans while meeting the needs of the entire membership. Build trustworthy relationships with branch staff and lending processors. Plan and participate in real estate business development activities of the credit union.
Ideal candidate will have the equivalent of an associates degree in finance or business related field. Minimum of five years mortgage lending experience in a retail financial environment, customer focused with sales experience. Experience with loan products, such as 1st mortgages, 2nd mortgages, WHEDA, construction loans and loan processing. Excellent listening and interpersonal skills and strong organizational skills required. Must be able to attain a NMLS.
Summit offers excellent health insurance, 401K with match, student loan payback, excellent PTO, name recognition as being a top lender, a fun, collaborative environment and more.
At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit and business need.
$42k-51k yearly est. 60d+ ago
Service Center Representative
Westconsin Credit Union Careers 3.7
Menomonie, WI job
Takes steps to enhance membership value by actively recommending appropriate products and services to members, based upon their financial needs and goals.
Serve credit union membership by providing service and information in a pleasant, professional, and efficient manner via phone in a fast-paced call center environment
Accurately complete account maintenance and process account transactions per member request. Research and resolve complex member questions, issues, and concerns with a focus on a one call resolution. Partner with Service Center Team Leads, Supervisors, and other departments as necessary.
Maintain knowledge including but not limited to loan servicing, wire transactions, debit/credit card maintenance, online banking, fraud, appointment scheduling, and transactions
Provide technical support to members, successfully navigating multiple computer programs when assisting the member on the phone
Accurately verify members and be on the front line of fraud prevention
Utilize written communication across a variety of channels such as email, chat, and member relationship management and sales system to assist the member in the moment
$30k-34k yearly est. 46d ago
Sr Underwriter
Summit Credit Union Career 4.5
Cottage Grove, WI job
Join Summit Credit Union and help us make managing money easier, more effective, and more fun! As part of our commitment to creating exceptional member experiences, we're looking for a Senior Underwriter who will play a key role in supporting our vision and purpose. If you're passionate about lending, mentoring, and making sound financial decisions, this is the opportunity for you.
What You'll Do
Underwrite consumer loan requests not automatically approved by our loan origination system, including direct loans, credit cards, and lines of credit.
Underwrite all home equity loan requests, ensuring compliance with Regulation Z and ability-to-repay standards.
Make timely, well-documented lending decisions while managing risk through appropriate conditions.
Serve as a resource and mentor to lending staff, sharing expertise and best practices.
Contribute to process improvements and propose enhancements to underwriting guidelines and policies.
Provide Saturday rotational support.
What We're Looking For
High school diploma or equivalent required.
Minimum 3 years of experience underwriting consumer loans.
Additional experience in credit analysis or mortgage lending preferred.
Ability to obtain a Nationwide Mortgage Licensing System (NMLS) number.
Strong communication skills and in-depth knowledge of lending fundamentals.
Proven ability to make sound lending decisions and craft solutions for unique financial needs.
Adaptability, problem-solving skills, and a collaborative mindset.
Why Join Summit?
Be part of a team that values people helping people.
Work in a supportive, climate-controlled environment.
Enjoy opportunities for growth and development.
$45k-57k yearly est. 20d ago
Member Account Representative - ECW (37 hours)
Royal Credit Union 3.9
Royal Credit Union job in Eau Claire, WI
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: $17.41 - 19.49 (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 37 hours per week.
The hours will vary between 10:00am - 6:00pm Monday through Friday, including a Saturday rotation between 10:00am-2:00pm.
Must be able to work fully onsite at the Eau Claire West 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!
$17.4-19.5 hourly 6d ago
Digital Member Relationship Specialist 1
Summit Credit Union Career 4.5
Cottage Grove, WI job
Are you passionate about helping people and making a difference in their financial lives? Summit Credit Union is looking for a Digital Member Relationship Specialist to join our dynamic Digital Service team!
What You'll Do
Connect with members and potential members through digital channels, providing prompt, courteous, and thorough assistance.
Promote Credit Union products and solutions to strengthen members' financial situations.
Build long-term relationships and create exceptional member experiences.
Collaborate with your team to achieve service and sales goals.
Refer members to other departments as needed, ensuring a seamless experience.
Stay up-to-date with self-service tools and digital solutions.
Why Summit?
People-First Culture: We believe in “people helping people.” You'll be part of a team that connects, inspires, and acts to make managing money easier, more effective, and more fun.
Growth & Development: We invest in your professional development with structured training, coaching, and feedback. Grow your career while making a real impact!
Diversity & Inclusion: Summit Credit Union is committed to Equal Employment Opportunity and celebrates diversity. Different makes us better!
Teamwork & Collaboration: Achieve organizational, departmental, and team goals together.
Benefits
Competitive pay and incentive programs
Comprehensive health, dental, and vision insurance
Retirement savings plans with employer contributions
Paid time off and holidays
Career advancement opportunities
Employee assistance programs
Inclusive and supportive workplace culture
What You'll Bring
High school diploma or equivalent
Strong written and interpersonal communication skills
Customer service orientation and problem-solving ability
Adaptability in a fast-paced environment
Basic math and Microsoft Office skills
Ready to make a difference in our members' lives-digitally? Apply today and join a team that's shaping the future of financial services!
Required Statement Sections
Physical Demands of Position: While performing the duties of this position, the employee is required to sit, stand and walk, use hands and fingers. The employee occasionally must reach above and below shoulder level, and lift/push/pull and /or carry up to 10 pounds.
Environmental/Working Conditions: Works in a typical administrative setting with climate control and appropriate lighting. Travel to branches requires exposure to outdoor and traffic conditions.
Equipment Used: Variety of office equipment (telephone, printer, pc, mobile devices, etc.).
EEO Statement: At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit, and business need.
$30k-37k yearly est. 30d ago
Consumer Loan Specialist - Amery
Westconsin Credit Union Careers 3.7
Amery, WI job
At
WEST
consin Credit Union, we believe in the power of people helping people. Our mission is to give members, communities, and one another the inspiration, resources, and support to achieve financial wellness. We fulfill our mission by creating a positive impact in our members' lives by providing trusted financial services and building lasting relationships. If you're looking to work for an organization where your contributions matter, where teamwork and community are at the heart of everything we do, and where you can grow in a dynamic, supportive culture-then you're in the right place! We're more than just a credit union; we strive to make a real difference. Ready to make an impact? Let's grow together!
What You'll Be Doing:
Efficiently originate consumer loans on all platforms (in-person, phone, electronic) for new and existing members while delivering consistent, high-quality service and experience
Stay current and utilize knowledge of lending guidelines, policies and procedures to anticipate needs and advise members during complete consumer loan process
Identify and inform/educate member of loan details and/or documents needed during course of application and closing process
Present completed applications to the Underwriters for approval and informs members of loan decisions
Determine and disclose loan term options, educate member on features and benefits of loan protection products, verify member understanding of all loan details, terms, and product features
Open new membership accounts and actively builds member relationships through member follow-up and onboarding; conduct maintenance on accounts, as needed
Act as financial coach to educate and offer savings, loans, and other products to help members realize and achieve their financial goals
What You'll Need to Be Successful:
High school diploma or equivalent
2 years of customer service/Teller experience
Prior Consumer Lending experience preferred
Proficiency in basic computer, data entry and typing skills is required
A positive attitude, professional image, and self-motivation are essential
Excellent verbal and written communication skills are required
Why Choose WESTconsin:
Health, Dental, and Vision Insurance Plans
Annual Healthy Living Fund Contribution
Student Loan Repayment Program
Competitive Pay
Impressive 401(k) Contribution and Match Plan
Paid Time Off Accrual
11 Paid Holidays
Visit
WEST
consin Careers
$44k-53k yearly est. 18d ago
Facilities Support Technician 1
Summit Credit Union 4.5
West Bend, WI job
Maintain Summit facilities to the highest standards of safety, functionality, and appearance. Ensure a positive environment for employees and members by performing preventive maintenance, addressing work requests promptly, and supporting credit union goals.
Key Responsibilities:
* Maintain facilities for safety, functionality, and curb appeal.
* Respond to work orders and prioritize tasks effectively.
* Perform light electrical, plumbing, HVAC adjustments, painting, and basic carpentry.
* Conduct inspections and preventive maintenance on building systems.
* Assist with landscaping, snow removal, and exterior upkeep.
* Communicate issues and timelines to management; coordinate with vendors as needed.
* Follow all security, safety, and compliance guidelines.
Qualifications:
* High school diploma or equivalent.
* 2+ years of general maintenance or facilities experience.
* Knowledge of electrical, plumbing, HVAC, and light carpentry.
* Ability to lift up to 100 lbs and work in varied environments.
* Valid driver's license.
* Basic computer skills (Outlook, Word, Excel).
* Strong communication, attention to detail, and ability to work independently.
Additional Position Details:
Physical Demands of Position
While performing the duties of this job, the employee is frequently required to stand, walk, stoop, crawl, climb, use hands and fingers. The employee regularly must reach above and below shoulder level, and lift/push/pull and /or carry up to 100 pounds.
Environmental/Working Conditions
Works inside and outside with possible exposure to environmental elements, such as inclement weather, dust, noise, chemical and/or chemical fumes. Duties require occasional on-call and/or off hours work and local travel.
Equipment Used
Telephone, FAX Machine, personal computer, cleaning cart, cleaning supplies, vacuum, carpet cleaner, snow shovel, snow blower, hand and lawn tools, power tools, hand dolly, step and extension ladder.
The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.
Why Join Summit?
Be part of a team that values excellence and member experience. Enjoy a role where your skills keep our facilities safe, functional, and welcoming.
EEO Statement: At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit, and business needs.
$44k-53k yearly est. 36d ago
Talent Specialist 2
Summit Credit Union Career 4.5
Cottage Grove, WI job
The Talent Specialist 2 plays a critical role in supporting designated business areas by managing the full talent acquisition lifecycle. This includes leading recruitment efforts for advanced and technical roles, guiding hiring managers through the process, and driving strong recruitment metrics such as time-to-fill and time-to-hire. The role also involves managing vendor relationships (e.g., LinkedIn), leading strategic talent initiatives, and ensuring alignment with key functional areas. Additionally, the Talent Specialist 2 supports talent acquisition project management and maintains thorough documentation. This position is essential to advancing the credit union's strategic plan, vision, and mission by building a strong Summit team and culture.
Expected Outcomes
Lead recruitment for technical and advanced roles to attract and retain top talent, ensuring a seamless candidate experience.
Develop, facilitate, and implement all phases of the recruitment process, collaborating with department managers to update job descriptions, create postings, screen applications, and select qualified candidates.
Ensure compliance with federal, state, and local employment laws and regulations, including EEOC guidelines.
Represent Summit Credit Union and the HR Department professionally, promoting a positive and open image.
Lead strategic talent initiatives and manage vendor relationships (e.g., LinkedIn), ensuring alignment with organizational goals.
Foster meaningful relationships with employees to enhance engagement and contribute to a positive work environment.
Support talent acquisition project management and maintain accurate documentation of processes and outcomes.
Capability Requirements
Bachelor's degree in a business-related field (HR coursework preferred) or equivalent combination of education and experience.
Minimum 2 years of experience managing all phases of recruitment and hiring.
Ability to apply policies and guidelines diplomatically and professionally.
Excellent written and verbal communication skills for interaction across all organizational levels.
Strong critical thinking skills to support decision-making and innovative solutions.
Proficiency with Microsoft tools (Outlook, Word, Excel, PowerPoint); HRIS experience preferred.
Ability to handle confidential information with discretion and professionalism.
Skilled in managing multiple HR projects simultaneously with timely completion and effective communication.
Demonstrated ability to lead and mentor junior HR staff, fostering collaboration and team success.
Additional Position Details:
Physical Demands of Position: While performing the duties of this position, the employee is required to sit, stand and walk, use hands and fingers. The employee occasionally must reach above and below shoulder level, and lift/push/pull and /or carry up to 10 pounds.
Environmental/Working Conditions: Works in a typical administrative setting with climate control and appropriate lighting. Travel to branches requires exposure to outdoor and traffic conditions.
Equipment Used: Variety of office equipment (telephone, printer, pc, mobile devices, etc.).
EEO Statement: At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. â¯We embrace diversity and believe that inclusion is critical to our success as a credit union.⯠Different makes us better.⯠Employment decisions are made based on qualifications, merit, and business need.â¯
Why Join Us?
At Summit Credit Union, we believe in building careers that matter. When you join our team, you'll experience:
A Purpose-Driven Culture: Be part of an organization committed to improving lives and strengthening communities.
Professional Growth: Access to learning opportunities, mentorship, and career development programs.
Inclusive Environment: Work in a collaborative, supportive workplace that values diversity and innovation.
Competitive Benefits: Enjoy comprehensive health coverage, retirement plans, generous PTO, and employee wellness programs.
Impactful Work: Help shape the future of talent acquisition and contribute to building a strong, engaged workforce.
$45k-55k yearly est. 32d ago
Member Account Representative - ECW (40 hours)
Royal Credit Union 3.9
Royal Credit Union job in Eau Claire, WI
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: $17.41 - 19.49 (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.
The hours will vary between 10:00am - 6:00pm Monday through Friday, including a Saturday rotation between 10:00am-2:00pm.
Must be able to work fully onsite at the Eau Claire West 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!
Zippia gives an in-depth look into the details of Royal Credit Union, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Royal Credit Union. The employee data is based on information from people who have self-reported their past or current employments at Royal Credit Union. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Royal Credit Union. The data presented on this page does not represent the view of Royal Credit Union and its employees or that of Zippia.
Royal Credit Union may also be known as or be related to ROYAL CREDIT UNION and Royal Credit Union.