What are the responsibilities and job description for the Member Service Representative position at WCCU Credit Union?
JOB REQUIREMENTS: Position Summary: Serves as the primary contact of our
organization to serve member requests related to their daily financial
needs. The Member Service Representative will perform a wide variety of
duties related to all phases of products, services and policies as
embodied by Westby Co-op Credit Union. These are done in accordance with
Westby Co-op Credit Union procedures. Principal Duties and
Responsibilities: Perform Member Service Representative duties,
including but not limited to, maintaining comments and notes on
accounts, handling currency, basic deposits, withdrawals and payments,
issuance of negotiable instruments and cash advances. Adheres to all
balancing, cash, check-cashing and related policies, or procedures.
Executes check negotiation procedures to ensure regular, foreign and
onus checks are processed for payment. Performs inquiries and generates
statements for members to assist with financial information questions.
Complies with Bank Secrecy Act legislation and requirements. Process
requests for members who order checks. Demonstrates a helpful, polite,
friendly attitude along with providing exceptional member service.
Educates members on products, services, fees, and policies regarding
their financial information. Always maintains the integrity of our
confidentiality policy including maintaining a neat work area so
confidential information is not compromised. Works with others in their
department to maintain, organize and revise member financial
information. Properly enter information into the computer program(s)
regarding transactions, holds, statements, order requests and other
related transactions. Maintain an expansive, up-to-date knowledge of
products, services, fees, and regulations to assist members and
co-workers accurately and efficiently. Scan account information into
computer system. Prepare gift cards for members who purchase them.
Redeem savings bonds. Complete and maintenance stop payment requests
from members. Prepare counter checks, casher checks and corporate
checks. Assist members with access to their safe deposit box. Assist
with the initial request for members who want to complete a wire
transaction. Help a member with fraud situations, including but not
limited to, debit cards, credit cards, ACH, and checks. Maintenance
address and name changes on the various software programs. Maintenance
of ATM machine in designated office. Add additional share accounts to
existing membership accounts. 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 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. \*\*\*\*\* OTHER EXPERIENCE AND
QUALIFICATIONS: Education/Experience: Previous financial and cash
handling experience desired. Financial post-secondary education
preferred. Skills and Abilities: Ability to perform basic mathematical
calculations accurately, such as adding, subtracting, multiplying and
dividing. Ability to manage personal workflow, process transactions and
meet deadlines by being organized, detailed and task oriented. Ability
to work with a wide range of personalities in a courteous, effective,
and efficient manner. Knowledge and ability to apply current financial
service industry standards, laws, and regulations. Ability to present
ideas, report facts and other information clearly and concisely.
Proficient knowledge of the Microsoft Suite (Outlook, Word, Excel,
PowerPoint). Proficient operation of a variety of general office
equipment such as a computer, software applic tions, typewriter,
calculator, telephone, copy machine, fax machine and other similar
devices or programs related to the position. \*\*\*\*\* APPLICATION
INSTRUCTIONS: Apply Online:
https://recruiting.paylocity.com/recruiting/jobs/All/b9944418-e383-4000-853f-3d5b60a36394/Westby-Coop-Credit-Union
organization to serve member requests related to their daily financial
needs. The Member Service Representative will perform a wide variety of
duties related to all phases of products, services and policies as
embodied by Westby Co-op Credit Union. These are done in accordance with
Westby Co-op Credit Union procedures. Principal Duties and
Responsibilities: Perform Member Service Representative duties,
including but not limited to, maintaining comments and notes on
accounts, handling currency, basic deposits, withdrawals and payments,
issuance of negotiable instruments and cash advances. Adheres to all
balancing, cash, check-cashing and related policies, or procedures.
Executes check negotiation procedures to ensure regular, foreign and
onus checks are processed for payment. Performs inquiries and generates
statements for members to assist with financial information questions.
Complies with Bank Secrecy Act legislation and requirements. Process
requests for members who order checks. Demonstrates a helpful, polite,
friendly attitude along with providing exceptional member service.
Educates members on products, services, fees, and policies regarding
their financial information. Always maintains the integrity of our
confidentiality policy including maintaining a neat work area so
confidential information is not compromised. Works with others in their
department to maintain, organize and revise member financial
information. Properly enter information into the computer program(s)
regarding transactions, holds, statements, order requests and other
related transactions. Maintain an expansive, up-to-date knowledge of
products, services, fees, and regulations to assist members and
co-workers accurately and efficiently. Scan account information into
computer system. Prepare gift cards for members who purchase them.
Redeem savings bonds. Complete and maintenance stop payment requests
from members. Prepare counter checks, casher checks and corporate
checks. Assist members with access to their safe deposit box. Assist
with the initial request for members who want to complete a wire
transaction. Help a member with fraud situations, including but not
limited to, debit cards, credit cards, ACH, and checks. Maintenance
address and name changes on the various software programs. Maintenance
of ATM machine in designated office. Add additional share accounts to
existing membership accounts. 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 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. \*\*\*\*\* OTHER EXPERIENCE AND
QUALIFICATIONS: Education/Experience: Previous financial and cash
handling experience desired. Financial post-secondary education
preferred. Skills and Abilities: Ability to perform basic mathematical
calculations accurately, such as adding, subtracting, multiplying and
dividing. Ability to manage personal workflow, process transactions and
meet deadlines by being organized, detailed and task oriented. Ability
to work with a wide range of personalities in a courteous, effective,
and efficient manner. Knowledge and ability to apply current financial
service industry standards, laws, and regulations. Ability to present
ideas, report facts and other information clearly and concisely.
Proficient knowledge of the Microsoft Suite (Outlook, Word, Excel,
PowerPoint). Proficient operation of a variety of general office
equipment such as a computer, software applic tions, typewriter,
calculator, telephone, copy machine, fax machine and other similar
devices or programs related to the position. \*\*\*\*\* APPLICATION
INSTRUCTIONS: Apply Online:
https://recruiting.paylocity.com/recruiting/jobs/All/b9944418-e383-4000-853f-3d5b60a36394/Westby-Coop-Credit-Union