Member Service Representative II

*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.
Depending on level of responsibility, performs 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.
*Member Service Representative I* * 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.
*Member Service Representative II* In addition to responsibilities of a Member Service Representative I position, MSR II are also responsible for: * Maintenance of ATM machine in designated office.
* Remove or add joint owners to membership accounts.
* Scan account information into computer system.
* Add savings or checking accounts for existing personal members who make the request.
* Prepare gift cards for members who purchase them.
* Make contributions to HSA accounts.
* 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.
* Add or renew Certificate of Deposits for member who make the request.
* 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.
*Work Relationships:* Reports directly to the Assistant Market Manager for the respective branch.
Employee works directly with members, supervisors, and other Member Service Representatives at WCCU.
Also confers with the ARC as a resource on policy and procedure.
Will work with almost all employees at WCCU on an occasional basis.
*Performance Dimensions:* * Provide outstanding service to members and thoroughly understand relevant issues and the administrative processes involved in choosing a proper course of action.
* 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.
* Serve as a Mentor and Resource Person to other MSR staff all to better serve Members.
* Possess ability to gain the trust and respect of management, employees, and outside business contacts while maintaining a positive, professional working relationship.
* Enhances job growth through continuing education, as required or necessary.
*Knowledge, Skills and Abilities Required:* _*Education/Experience Requirements*_*: * Previous financial and cash handling experience desired.
Financial post-secondary education preferred.
_*Skills and Abilities*_*:* * Excellent communications skills and proven effectiveness when working with members and staff.
Also work in a courteous, respectful, and efficient manner.
* Proficient operation of a variety of general office equipment such as PC, software applications, typewriter, copier, calculator, telephone, copy machine, fax machine and other similar devices or programs related to the position.
* Ability to present ideas, report facts and other information clearly and concisely.
* Comprehend consequences of various situations and refer them to the appropriate staff for resolution.
* Manage personal workflow, process transactions correctly and meet deadlines by being organized, detailed and task oriented.
* Ability to meet attendance standards and work overtime hours as requested and approved.
* Ability to count, add, subtract, multiply and divide accurately along with any other mathematical necessity.
* Ability to understand and follow safety/security practices.
Job Type: Part-time Benefits: * 401(k) * 401(k) matching * AD&D insurance * Disability insurance * Employee assistance program * Flexible schedule * Life insurance * Paid time off * Paid training * Parental leave * Referral program * Retirement plan * Vision insurance Schedule: * Day shift * Evening shift Ability to Relocate: * Coon Valley, WI 54623: Relocate before starting work (Required) Work Location: In person