Member Service Representative

Overview Member Service Representative position at Westby Co-op Credit Union in Reedsburg. Full-time role serving as the primary contact for member requests related to daily financial needs, performing duties related to products, services, and policies in accordance with Westby Co-op Credit Union procedures. Responsibilities Follow the WCCU Way, WCCU Values and Service Standards; maintain a positive, professional demeanor when interacting with members and provide welcoming service. Perform Member Service Representative duties: maintain comments and notes on accounts, handle currency, basic deposits, withdrawals and payments, issue negotiable instruments and cash advances. Adhere to balancing, cash, check-cashing, and related policies and procedures. Process check negotiation to ensure regular, foreign, and on-us checks are processed for payment. Generate statements and respond to member inquiries for financial information. Comply with Bank Secrecy Act legislation and requirements. Process requests for members who order checks. Provide helpful, polite, friendly service and educate members on products, services, fees, and policies related to their financial information. Maintain the confidentiality policy and keep a neat work area to protect confidential information. Collaborate with department colleagues to maintain, organize, and revise member financial information. Accurately enter information into computer systems for transactions, holds, statements, order requests, and other related activities. Maintain up-to-date knowledge of products, services, fees, and regulations to assist members and coworkers accurately and efficiently. Scan account information into computer systems. Prepare gift cards for members and redeem savings bonds where applicable. Complete and maintain stop payment requests from members. Prepare counter checks, cashier checks, and corporate checks. Assist members with access to their safe deposit boxes. Assist with initial requests for members who want to complete wire transactions. Assist members with fraud situations related to debit cards, credit cards, ACH, and checks. Maintain address and name changes in various software programs. Maintain ATM machine in designated office. Add additional share accounts to existing memberships. Mobile Branch Responsibilities Provides coverage as needed. Occasional weekday, evening and Saturday rotations may be scheduled in advance for special community events. Additional Physical Requirements: ability to maneuver, lift and carry hose lines for emptying a black tank; ability to bend, reach, lift and apply 5-10 pounds of pressure when washing the vehicle; daily stair climbing (3-5 stairs). Work Relationships and Scope Reports directly to the Branch Manager. Will have regular contact with members and employees of the Member Service Department. Performance Dimensions Maintain the integrity of confidential business information and follow guidelines on confidentiality. Provide outstanding services to coworkers and members. Attend to numerous details with frequent interruptions while maintaining courteous, effective and timely relations with various individuals. Promote quality, accuracy, timeliness, reliability, and thoroughness of work performed. Be punctual, flexible, reliable, and maintain a friendly and helpful attitude. Glean trust and respect of members, management, and employees; maintain a positive, professional, team-oriented relationship with staff and outside vendors. Continue education as required to support job growth. Requirements Knowledge, Skills and Abilities Education/Experience Previous financial and cash handling experience desired. Financial post-secondary education preferred. Skills and Abilities Ability to perform basic mathematical calculations accurately. Ability to manage personal workflow, process transactions and meet deadlines by being organized, detail-oriented and task-focused. Ability to work with a wide range of personalities in a courteous, effective, and efficient manner. Knowledge of current financial service industry standards, laws, and regulations. Ability to present ideas and report facts and information clearly and concisely. Proficient knowledge of Microsoft Office Suite (Outlook, Word, Excel, PowerPoint). Proficient operation of general office equipment (computer, software, typewriter, calculator, telephone, copy machine, fax machine, etc.). Working Conditions Job Conditions/Work Location: The majority of work is performed in a normal office environment with hours generally during regular business hours. There may be variation due to special projects, deadlines, education, or other concerns. The noise level is usually moderate. Occasional visits to branch locations. Physical Requirements Ability to sit and stand for extended periods; regular access to files; standing, walking, bending, stooping, lifting up to 50 lbs and carrying light materials; frequent mental and visual concentration required for computer usage. Equipment Used Various software programs, telephone, computer, copy machine, calculator, fax machine, and other office equipment. Acknowledgment This job description describes the general nature and level of work performed; it does not state or imply that these are the only duties and responsibilities assigned to the job. The employee may be required to perform other job-related duties as requested by leadership. All requirements are subject to change over time and to possible modifications to reasonably accommodate individuals with a disability. #J-18808-Ljbffr WCCU Credit Union