WCCU Credit Union
Member Service Representative
WCCU Credit Union, Richland Center, Wisconsin, United States, 53581
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Member Service Representative
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WCCU Credit Union . Job Overview
Position Summary: Serves as the primary contact of our organization to serve member requests related to their daily financial needs. Responsibilities
Maintain comments and notes on accounts; handle currency, basic deposits, withdrawals and payments, issuance of negotiable instruments and cash advances. Adhere to all balancing, cash, check‑cashing and related policies and procedures; execute check negotiation for regular, foreign and onus checks. Perform inquiries and generate statements for members; assist with financial information questions. Comply with Bank Secrecy Act legislation and requirements; process requests for members ordering checks. Provide a helpful, polite, and friendly attitude while delivering exceptional member service. Educate members on products, services, fees and policies regarding their financial information. Maintain confidentiality and a neat work area to protect confidential information. Collaborate with team members to organize, update and revise member financial information. Enter transaction data accurately into the computer program(s) for holds, statements, order requests and other related transactions. Keep up‑to‑date knowledge of products, services, fees and regulations to assist members and co‑workers efficiently. Scan account information into the computer system; prepare gift cards and redeem savings bonds. Complete and maintain stop‑payment requests; prepare counter checks, cashier’s checks and corporate checks. Assist members with safe deposit box access and initial wire transaction requests. Handle fraud situations involving debit cards, credit cards, ACH and checks. Maintain address and name changes on various software programs. Maintain the ATM machine in the designated office; add share accounts to existing membership accounts. Provide mobile branch coverage as needed, including occasional weekday, evening and Saturday rotations for special community events. Qualifications
Previous financial and cash handling experience desired. Post‑secondary education in finance preferred. Ability to perform basic mathematical calculations accurately. Strong organizational, detail‑oriented and task‑oriented workflow management. Ability to work effectively with a wide range of personalities in a courteous, efficient manner. Knowledge of current financial service industry standards, laws and regulations. Clear and concise communication skills for presenting ideas and reporting facts. Proficiency with Microsoft Suite (Outlook, Word, Excel, PowerPoint). Proficiency operating general office equipment such as computers, telephone, copy machine, fax machine and related programs. Additional Information
Seniority level: Entry level Employment type: Full‑time Job function: Other
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Member Service Representative
role at
WCCU Credit Union . Job Overview
Position Summary: Serves as the primary contact of our organization to serve member requests related to their daily financial needs. Responsibilities
Maintain comments and notes on accounts; handle currency, basic deposits, withdrawals and payments, issuance of negotiable instruments and cash advances. Adhere to all balancing, cash, check‑cashing and related policies and procedures; execute check negotiation for regular, foreign and onus checks. Perform inquiries and generate statements for members; assist with financial information questions. Comply with Bank Secrecy Act legislation and requirements; process requests for members ordering checks. Provide a helpful, polite, and friendly attitude while delivering exceptional member service. Educate members on products, services, fees and policies regarding their financial information. Maintain confidentiality and a neat work area to protect confidential information. Collaborate with team members to organize, update and revise member financial information. Enter transaction data accurately into the computer program(s) for holds, statements, order requests and other related transactions. Keep up‑to‑date knowledge of products, services, fees and regulations to assist members and co‑workers efficiently. Scan account information into the computer system; prepare gift cards and redeem savings bonds. Complete and maintain stop‑payment requests; prepare counter checks, cashier’s checks and corporate checks. Assist members with safe deposit box access and initial wire transaction requests. Handle fraud situations involving debit cards, credit cards, ACH and checks. Maintain address and name changes on various software programs. Maintain the ATM machine in the designated office; add share accounts to existing membership accounts. Provide mobile branch coverage as needed, including occasional weekday, evening and Saturday rotations for special community events. Qualifications
Previous financial and cash handling experience desired. Post‑secondary education in finance preferred. Ability to perform basic mathematical calculations accurately. Strong organizational, detail‑oriented and task‑oriented workflow management. Ability to work effectively with a wide range of personalities in a courteous, efficient manner. Knowledge of current financial service industry standards, laws and regulations. Clear and concise communication skills for presenting ideas and reporting facts. Proficiency with Microsoft Suite (Outlook, Word, Excel, PowerPoint). Proficiency operating general office equipment such as computers, telephone, copy machine, fax machine and related programs. Additional Information
Seniority level: Entry level Employment type: Full‑time Job function: Other
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