Member Service Representative

In order to be considered for this position, you MUST apply on Paylocity at the following link: https://recruiting.paylocity.com/recruiting/jobs/All/b9944418-e383-4000-853f-3d5b60a36394/Westby-Coop-Credit-Union.

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.

Performance Dimensions:

• Must maintain the integrity of confidential business information and follow all guidelines on confidentiality.
• Provide outstanding services to co-workers & members.
• Possess the ability to attend to numerous details with frequent interruptions under the stress of maintaining courteous, effective, and timely relations with a variety of individuals and personalities.
• Promotes quality, accuracy, timeliness, reliability, and thoroughness of work performed.
• Is punctual, flexible, reliable, and demonstrates a friendly and helpful attitude.
• Possess ability to gain the trust and respect of members, management, and employees. Also maintains a positive, professional, team-oriented working relationship with staff and outside vendors.
• Enhance job growth through continuing education, as required or necessary.

Knowledge, Skills and Abilities Required:

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 applications, typewriter, calculator, telephone, copy machine, fax machine and other similar devices or programs related to the position.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person