Member Service Representative

Heartland Credit Union; Madison (WI); On-site; USD 36,000 - 48,000; Full time

Job summary

Heartland Credit Union in Verona and Dodgeville is seeking a friendly Member Service Representative to serve members and coworkers with top-level service. This role emphasizes accurate cash handling, member education, and using available technology to assist members.

You will recognize member needs, promote credit union services, and help keep operations secure by spotting suspicious activity and reporting it to management.

Qualifications

• High school diploma or GED or equivalent experience.
• Excellent communication and interpersonal skills.
• Desire to help others and promote a professional image.

Responsibilities

• Provide quality service to members, potential members, and coworkers.
• Accurately process deposits, payments, withdrawals, and other routine transactions.
• Engage with members by identifying needs and educating them on credit union services.
• Explain and demonstrate how to use available technology.
• Identify fraudulent activity and escalate to management.

Skills

Excellent communication

Customer service oriented

Adaptability

Education

High school diploma or GED

Job description

Hiring a Member Service Representative in Verona and Dodgeville

Heartland Credit Union is a full-service financial cooperative based in Madison, Wisconsin, serving more than 35,000 member-owners. The credit union supports communities across southwest Wisconsin and eastern Iowa with a range of financial products and services. Branch locations include Madison, Verona, DeForest, Dodgeville, Platteville, and Lancaster, providing members with convenient access to in-person banking. Heartland Credit Union emphasizes member-focused service and cooperative values, offering an inclusive and supportive environment for both members and employees.

What you will be doing:

• Providing quality service to members, potential members and coworkers
• Accurately and efficiently processing deposits, payments, withdrawals, cashed checks, etc. and performing miscellaneous operation duties in accordance with established policies and procedures
• Engaging with members by recognizing needs and educating them on appropriate credit union services
• Understanding the technology that is available to the members and demonstrating how to use it
• Identifying fraudulent activity and notifying management

What you will need:

• High school diploma or equivalent (i.e. GED) or equivalent experience
• Excellent communication skills with the ability to adjust your communication style to your audience
• A positive attitude and strong desire to help others
• Ability to promote a professional image of the credit union at all times