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WCCU Benefits
ESSENTIAL FUNCTIONS AND BASIC DUTIES
1. Assumes responsibility for providing outstanding member and Credit Union staff support.
a. Provides accurate information on Credit Union electronic and deposit servicing products and services.
b. Efficiently solves member problems by understanding the issue, gathering information, and identifying the problem. Refers problems to appropriate personnel if needed. Follows up, if necessary, to ensure problems are resolved.
c. Maintains privacy of member account information, following all security procedures.
d. Stays up-to-date on Credit Union regulations, priorities, and products and services.
2. Assumes responsibility for establishing and maintaining effective communication, coordination and working relations with area staff and with management.
a. Keeps management informed of significant problems and of progress attained in reaching established objectives. Suggests programming-related procedures and changes.
b. Attend training sessions and Credit Union meetings as required.
3. Assumes responsibility for Operations Department related duties as required or assigned.
a. Willing to learn and understand the roles and functions of the Operations Department.
b. Expresses a desire to grow within the department and Credit Union.
c. Completes special projects as assigned.
d. System matter expert for all eBanking services including but not limited to, interbank transfers, mobile services, bill payment. Assist in the policy-based controls surrounding all eBanking services.
e. Assist in the management of the Overdraft Privilege Program.
f. Proficient in Symitar PowerOn programming to level 1 with a focus on operational efficiency.
g. System matter expect in Debit & Credit transactional settlements and disputes.
SCHEDULE - IN PERSON
Monday, Tuesday and Wednesday 8:00 am – 4:00 pm
Thursday and Friday 8:00 am – 4:30 pm
EDUCATION/CERTIFICATION:
College degree in computer science or related field or an equivalent combination of education, training, and experience.
REQUIRED KNOWLEDGE: Understanding of Credit Union operations and information needs.
Thorough understanding of Credit Union policies and procedures. Thorough knowledge of business software applications.
EXPERIENCE REQUIRED: At least one to three years of related experience, preferably in a financial environment.
SKILLS/ABILITIES: Excellent verbal and written communication skills.
Strong analytical and problem-solving skills. Well organized and detail oriented.
Solid project management abilities. Ability to assist and train others. Positive, can-do attitude
Caring & community-oriented
Strong Service & Sales skills – showing a desire for our Members to succeed
PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION
FINGER DEXTERITY: Pinching, typing, etc., primarily with fingers only.
TALKING: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.
AVERAGE HEARING: Able to hear average or normal conversations and receive ordinary information.
REPETITIVE MOTION: Movements frequently and regularly required using the wrists, hands, and/or fingers.
AVERAGE VISUAL ABILITIES: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery.
PHYSICAL STRENGTH: Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. (Almost all office jobs.)
WORKING CONDITIONS
No hazardous or significantly unpleasant conditions (such as in a typical office).
MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION
REASONING ABILITY: Ability to apply common sense and basic problem-solving skills.
MATHEMATICS ABILITY: Ability to perform very basic math skills.
LANGUAGE ABILITY: Ability to communicate in a professional and business-like manner.
Ability to prepare memos, reports, and essays using proper punctuation, spelling and grammar.
PERFORMANCE MEASUREMENTS
1. Member support functions are efficiently, effectively, and accurately performed in accordance with established policies and procedures.
2. Communications are professional, friendly, and appropriate.
3. Problems are courteously and promptly resolved at first request.
4. Good working relationships and coordination exists with peers and management. Supervisor is appropriately informed of area activities.
5. Additional Operations Department duties are handled accurately, completely, and timely.
6. The Credit Union’s professional reputation is maintained and conveyed.
POSITION PURPOSE
To excel in the tasks specific to this essential role, as well as participate and help develop our WCCU Cares culture. You would be responsible for providing outstanding service to our members and to our internal staff (#TeamWCCU). Your actions will directly contribute to our goal of caring about our members, their financial needs, and our community. This position is responsible for providing outstanding and professional member service and build/maintain strong relationships with peers. Communicates with members and Credit Union employees via telephone, email or messaging systems. Courteously and promptly resolves member problems or refers them to appropriate personnel. Core responsibilities will be centered in electronic services and deposit operations support. Performs additional Operations Department duties as required. Keeps management informed of area activities.
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