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WCCU Credit Union · 10 hours ago

Member Service Representative

Viroqua - Deadline to apply: 1/27/2026

Full-time

Onsite

New Grad, Entry Level

WCCU Credit Union is seeking a Member Service Representative to serve as the primary contact for member requests related to their daily financial needs. The role involves performing various duties related to financial products and services, while ensuring exceptional member service and adherence to confidentiality policies.

Financial Services

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

Qualification

Financial service knowledgeCash handling experienceBasic mathematical calculationsMicrosoft Suite proficiencyCustomer service skillsOrganizational skillsCommunication skills

Required

Previous financial and cash handling experience desired

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