Member Lending Specialist

Overview

Team Members are at the core of who we are; living our core values of making a difference, doing the right thing, making it easy, being caring, being friendly, nice, and respectful, and taking ownership. Royal Credit Union is looking for caring, energetic team members who want to create a positive impact in the lives of our Members. If you are 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.

• Create an exceptional Member experience in all aspects of the lending process while offering Royal  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 applications and maintenance on consumer loans and accounts.
• Answer calls and respond to electronic requests for Royal  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.

• Compensation:
  Eau Claire: $20.05-$22.40;
  New Richmond: $23.05-$25.80; candidates with significant related experience may be higher
• Benefits:
  Royal offers comprehensive medical, dental, and vision insurance, 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 more.

• High School Diploma or Equivalent
• One year of 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

• 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

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

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

• Foundation Training at our Corporate Center in Eau Claire, WI from 9:00am to 4:30pm on Monday and Tuesday during the 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 to set the stage for success within the organization.

Ready to make a positive impact? Apply now if you are ready to take on this exciting challenge and become a part of the Royal Credit Union family. We will communicate with you by email and/or text on the status of your application. Please monitor your email inbox and junk folder for status updates and additional instructions. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, protected veteran status, or status as an individual with disability.