Member Service Specialist

Reedsburg - Final date to receive applications: 10/18/2026

Serves as the primary contact of our organization to serve member requests related to their daily financial needs. 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.

• Follow the WCCU Way and WCCU Values and Service Standards. This includes maintaining a positive, professional demeanor when interacting with members, proactively greeting and assisting members and providing welcoming and friendly service.
• 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.
• 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…