WCCU Credit Union · 10 hours ago
Member Service Specialist
Prairie du Sac - Deadline to apply: 2/17/2026
Full-time
Onsite
New Grad, Entry LevelWCCU Credit Union is a financial institution seeking a Member Service Specialist to be the primary contact for member requests related to their daily financial needs. The role involves opening new membership accounts, processing transactions, and educating members on products and services while maintaining a high level of customer service.
Financial Services
Responsibilities
Open new membership accounts for individuals and entities interested in becoming a WCCU member
Open all account types offered at WCCU for our membership
Add or renew Certificate of Deposits for member who make the request
Remove or add joint owners to membership accounts
Add savings or checking accounts for existing personal members who make the request
Specialize in, and serve as, a resource for “specialized” accounts
Perform opening, contribution and withdrawal transactions on IRA and HSA accounts
Open, assign or close safe deposit boxes for members who wish to rent them. Assist members with access to their safety deposit box
Process requests for debit card orders
Process requests for check orders
Serve as resource person for Member Service Representatives
Process foreign currency orders/exchanges through Continental Currency Services
Assist in ordering cash & coin from Fed and sending cash & coin back to Fed
Bag removal, basic maintenance, and troubleshooting with Coin Machine
Use and basic maintenance of TCR
Process mail transactions (deposits, loan payments, loan payoffs, mort. payments, mort payoffs)
Process members’ dividend checks for certificates that opt to have the interest paid back to them by check
Complete Red Flag folders for members who are victims of identity theft
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
Resolve advanced check scanning issues in Image Center-ITC
Complies with Bank Secrecy Act legislation and requirements
Educates members on products, services, fees, and policies regarding their financial information
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, cashier checks, corporate checks
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
Provides coverage as needed
Occasional weekday, evening and Saturday rotations may be scheduled in advance for special community events
Qualification
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
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