Membership Services Assistant Manager

careers-uwcu; Madison (WI); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Paid time off

Caregiver leave

Parental leave

Volunteer time

Holidays

401k with employer match

Bonus program

Competitive benefits

Domestic partner eligibility

Job summary

UW Credit Union is seeking a driven Membership Services Assistant Manager to lead deposit operations and EFT initiatives. You will partner with the Senior Deposit Services Manager to drive operational excellence, enhance member experiences, and implement scalable processes.

The role requires strong leadership, regulatory knowledge, and a commitment to service quality. Onsite work in Madison is required, with collaboration across MSC, Retail, and Loss Prevention.

Qualifications

• Associates degree in business or related field.
• Three days onsite in Madison.
• 4+ years in financial services, deposits or EFT.
• Leadership experience preferred.
• AAP Certification, or ability to obtain.

Responsibilities

• Provide technical expertise and knowledge support in daily operations, ensuring coverage as needed and adherence to SLAs.
• Oversee the processing of daily transactions, ensuring accuracy and regulatory compliance.
• Enhance operations by identifying efficiency gaps and removing member pain points, proposing and implementing new processes.
• Refine quality assurance to boost service standards and regularly assess staff performance in member engagement.
• Engage in year-end tax reporting, system updates, and escheatment reporting; develop monthly management reports with accurate data.
• Foster a service environment that upholds the Service Philosophy.
• Leverage data-driven metrics to support operational excellence, focusing on member experience and trends for management.
• Champion the vision of Membership Services among team members and stakeholders.
• Engage in cross-functional projects, offering insights and expertise.
• Ensure adherence to policies on account opening, maintenance, and closure to maintain compliance and integrity.
• Collaborate with MSC, Retail, and Loss Prevention to update procedures; monitor regulatory changes.

Skills

Deposit operations

EFT

Leadership

Regulatory compliance

Staff engagement

Data analysis

Communication

Education

Associates degree in business

AAP Certification

Job description

Overview

\x3cp>UW Credit Union has a new and exciting opportunity for a driven, leader-oriented individual to join our team as a Membership Services Assistant Manager.In this pivotal role, you will serve as a key leader within our Deposit Services function, partnering closely with the Senior Deposit Services Manager while also supporting EFT Services initiatives. Your primary focus will be on advancing and optimizing our deposit operations, deposit account servicing, and operational excellence across the member experience.

This role is instrumental in shaping the future of our operations, providing day-to-day leadership, strengthening operational consistency, and contributing to forward-looking strategies that enhance our Deposit Services capabilities, with aligned support of EFT operations.

If you thrive in a dynamic, team-oriented environment and are passionate about driving operational excellence, improving processes, and leading meaningful change, we encourage you to apply!

Responsibilities

• Provide technical expertise and knowledge support in daily operations, ensuring coverage as needed and adherence to Service Level Agreements (SLAs).
• Oversee the processing of daily transactions, ensuring accuracy and compliance with regulations.
• Enhance operations by identifying efficiency gaps and removing member pain points, offering recommendations and implementing new processes to improve efficiency.
• Refine quality assurance to boost service standards. Regularly assess staff performance in member engagement.
• Engage in year-end tax reporting, system updates, and unclaimed property (escheatment) reporting. Develop and maintain monthly reports for presentation to management, ensuring they reflect accurate and relevant data for informed decision-making.
• Foster a service environment that consistently upholds the standards of the Service Philosophy.
• Leverage data-driven metrics to support operational excellence, focusing on member experience, feedback, and behavior, and communicate trends to management.
• Champion the vision of Membership Services, advocating for its adoption among team members and other internal stakeholders
• Engage in cross-functional and organizational projects and initiatives, contributing valuable insights and expertise.
• Ensure adherence to relevant policies and procedures, including account opening, maintenance, and closure, to maintain regulatory compliance and operational integrity.
• Maintain active collaboration with partners, including MSC, Retail, and Loss Prevention, to effectively communicate and update these procedures.
• Remain vigilant about changing regulations and rulings to proactively implement solutions that ensure compliance and maintain robust internal controls.

Qualifications

Education & Experience

• Associates degree in business or related field, or equivalent combination of education and experience.
• Able to work onsite in Madison three days per week.
• 4+ years of experience in financial services, specifically within deposit operations or electronic funds transfer (EFT).
• Leadership experience desired.
• AAP Certification, or ability to obtain.

Skills:

• Extensive expertise in deposit account procedures, EFT processing, and related operational tasks.
• Progressive experience in deposit operations and EFT, advancing toward leadership roles.
• Proven understanding of the complexities involved in managing deposit accounts and operating EFT systems.
• In-depth knowledge of deposit products and services, including their costs, risks, and benefits to members.
• Comprehensive knowledge of relevant state and federal regulations affecting Deposit Services and EFT.
• Exceptional verbal and written communication skills, including clear document creation, effective staff meetings, and engaging presentations.

Working at UW Credit Union

Join one of Wisconsin’s premier financial institutions, a National Top Workplace 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 (4+ weeks)
• 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 membership
• Employee Assistance Program
• And more!

All employees must possess valid work authorization to work for UWCU on the date of hire. UWCU does not provide immigration sponsorship or support for employment authorization to include, but not limited to, sponsorship or support for H-1B, F-1 OPT, TN, or other visa category.