Member Service Representative

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Member Service Representative

Richland Center - Final date to receive applications: 9/20/2026

Serves as the primary contact of our organization to serve member requests related to their daily financial needs. The Member Service Representative will perform 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.
• 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.

• Provides coverage as needed.
• Occasional weekday, evening and Saturday rotations may be scheduled in advance for special community events.
• Additional
  
  Physical Requirements:
  
  Ability to maneuver, lift and carry hose lines for emptying black tank. Ability to bend, reach, lift and apply 5-10 pounds of pressure when washing the vehicle. Daily stair climbing (3-5 stairs).

Reports directly to the Branch Manager. Will have regular contact with members and employees of the Member Service Department.

• Must maintain the integrity of confidential business information and follow all guidelines on confidentiality.
• Provide outstanding services to co-workers & members.
• Possess the 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,…