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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