WCCU Credit Union · 13 hours ago
Digital Member Service Representative
Hybrid with a rotation to Westby - Deadline to apply: 2/17/2026
Full-time
Hybrid
New Grad, Entry LevelWCCU Credit Union is seeking a Digital Member Service Representative to provide seamless member service through various digital channels. The role involves answering member inquiries, performing non-monetary transactions, and educating members on products and services while maintaining confidentiality and professionalism.
Financial Services
Responsibilities
Answer member questions, completes non-monetary transactions
Provide answers with a one call resolution, and forwarding calls as needed to a subject matter expert in the appropriate department or personnel
Provide each member a helpful, respectful, friendly and professional member service experience
Building strong member relationships
Acquire an extensive knowledge of the phone system and office equipment used to facilitate all aspects of the position, including other programs needed to complete task
Proper identification of members, handling of passwords and pins, and always maintaining the integrity of our confidentiality policy
Maintaining a neat work area so confidential information is not compromised
Responsible for all aspects of the digital channels of communication, including online banking services and chat product
Providing online resets, unlocks and temporary passwords
Resource for our automated phone banking, including unlocks and reset of pins
Deliver solutions and troubleshoot a variety of member issues with calm and empathetic support
Respond to member inquiries through email, providing a professional appearance
Educate members on products and services we offer, fees and policies regarding their financial information, and evaluate member needs to promote relevant products and services to members
Educating on how to engage safely in digital channels
Properly enter information into the core system and programs used by the Digital Member Service Representative to complete transactions, cash advances, request forms, stop payments, statements, corporate checks, member updates, check and card orders and other related transactions
Add additional share accounts to existing membership accounts
Assist with preparation of wire requests from members
Work closely with other departments to provide smooth resolution to member inquiries
Accountability and good communication within your team
Perform other job-related duties and services as manager sees appropriate
Adhere to policies and procedures
Alert to possible fraud or scams posing a risk to member’s accounts
Completion of required annual education
Qualification
Required
Previous financial 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
Preferred
Financial post-secondary education preferred
Company
WCCU Credit Union
Westby Co-op Credit Union (WCCU) is headquartered in Westby, Wisconsin.
Founded in 1939
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
John Rudie
CFO
Company data provided by crunchbase