Member Service Representative III

JOB REQUIREMENTS: 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.
Member Service Representative III In addition to responsibilities of a
Member Service Representative II position, MSR III are also responsible
for: Open new accounts for individuals and entities interested in
becoming a WCCU member. Open all types of accounts offered at WCCU for
our membership. Specialize in and serve as a resource for
“specialized” accounts. Perform opening, contribution and withdrawal
transactions on IRA and HSA accounts. Complete Red Flag folders for
members who are victims of identity theft. Open, assign or close safe
deposit boxes for members who wish to rent them. Assist other MSRs in
help with hostile situations. Serve as a resource person for MSR I and
II. Resolve advanced check scanning issues in Image Center-ITC. Serve as
a Membership Officer who will review, maintenance, and complete files
for all types of membership accounts. OTHER EXPERIENCE AND
QUALIFICATIONS: 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 perso al
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. APPLICATION INSTRUCTIONS: Apply
Online:
https://recruiting.paylocity.com/recruiting/jobs/All/b9944418-e383-4000-853f-3d5b60a36394/Westby-Coop-Credit-Union