Membership Services Specialist

We are seeking a dynamic and versatile Membership Services Specialist to join our team. This role is integral to our operations, as it involves providing support across three key departments: Electronic Funds Transfer (EFT), Item Processing, and Deposit Operations. The ideal candidate will possess strong financial expertise and excel in navigating complex scenarios with ease. They will serve as the go-to person for high-level projects and be adept at problem-solving and decision-making in ambiguous situations.

As a Membership Services Specialist, you'll wear many hats, from coordinator to informal leader, and your ability to build bridges between teams will be paramount. With autonomy and trust at your fingertips, you'll have the freedom to make judgment calls and execute decisions that shape the trajectory of our success.

What You’ll Do:

• Knowledgeable of Membership Services products and services to accurately support the processing of deposit related requests, secondary review, and EFT transactions. To include and not limited to: Form Requests, Electronic Payments (ACH, Wires, Mobile Deposit, ITM), Report: monitoring, investigation, and completion.
• Effective in Membership Services processes, technically proficient, and compliance minded. Efficiently and accurately resolve member inquiries by troubleshooting issues through use of tools and resources. Confident with working in the gray in creating solutions centered on member experience.
• Investigate and respond accordingly to requests in accordance with departmental service levels, including composing personalized, professional emails, letters, and other correspondence to internal and external members, and vendors, seeking out opportunities to exceed expectations.
• Take an active role in the development and review of policies, procedures, and best practices to streamline and enhance processes.
• Be an organizational resource to research, troubleshoot, and resolve complex issues pertaining to Membership Services, including technical and procedural issues, by demonstrating sound judgment and creative problem solving to resolve concerns and issues.
• Provide direct phone and email support to Member Sales and Service and other internal partners in a consultative manner through delivering exceptional member service and personalized solutions.
• Utilize tracking methods to identify trends that require additional communication, training, feedback, or change. Share insights with Coordinators and Membership Services management.
• Collaborate with Member Service Operations, Member Sales and Service, and other departments in creating communications for internal partners. Develop internal resources, informative content, or other job aides to include regulatory, process, or system changes.
• Engage as a resource and mentor to team members with passion and positive intentions. Provide team members feedback as a peer coach with a personalized, supportive approach.

What You’ll Need to Succeed

These skills and experiences are essential to your success:

• 4-5 years of experience in a financial institution
• Associates degree in business, marketing, finance, or related field; or equivalency in work experience
• Demonstrated ability to analyze, research, organize and compile data to influence change in the department and organization.
•  Strong verbal and written skills including ability to convey technical and compliance concepts to various audiences.
•  Ability to successfully prioritizes daily workload through agility, knowledge, and organizational need.

Why work for UW Credit Union?

Join one of Wisconsin’s premier financial institutions, a 2023 Top Workplaces USA and multi-year recipient of Madison Magazine’s Best Places to Work, Wisconsin State Journal’s Top Workplaces, and Milwaukee Journal Sentinel’s Top Workplaces to receive:

• 21.5+ days annual paid time off
• 2 weeks paid caregiver leave
• 2.5 weeks paid new child parental leave
• 2 days paid volunteer time
• 11 paid holidays (includes your birthday!)
• 401k company match of up to 5%, plus approximately 4% discretionary match
• Variable bonus reward
• Competitive Medical, Dental and Vision plans, including domestic partner eligibility
• Discounted bus pass and bublr/ BCycle membership
• Employee Assistance Program
• Salary: $25 - $30 / hour
• And more!

UW Credit Union is proud to be an Equal Opportunity and Affirmative Action Employer of Minorities, Protected Veterans, Women, and individuals with Disabilities. We strive to cultivate an inclusive workplace that is home to a diverse workforce where employees at all levels model knowledge of, belief in and a commitment to cultural competence.