Membership Services Assistant Manager

UW Credit Union; Madison (WI); Hybrid; USD 56,000 - 69,000; Full time

Benefits offered by this job

21.5+ days annual PTO

Caregiver leave

New child parental leave

Volunteer time off

11 paid holidays

401k match up to 5%

Variable bonus reward

Medical, Dental, Vision plans

Domestic partner eligibility

Job summary

UW Credit Union in Madison, WI, is seeking a Membership Services Assistant Manager to lead our Deposit Services function and partner with the Senior Deposit Services Manager to optimize deposit operations and EFT support. This on-site role supports operational excellence and member experience.

The position provides day-to-day leadership, strengthens internal controls, and helps shape forward-looking strategies across deposit services, with aligned support of EFT operations.

Qualifications

• Associates degree in business or related field.
• Able to work onsite in Madison three days per week.
• 4+ years in financial services, specifically deposit operations or EFT.
• Leadership experience desired.
• AAP Certification, or ability to obtain.

Responsibilities

• Provide technical expertise and knowledge support in daily operations, ensuring coverage as needed and SLAs.
• Oversee the processing of daily transactions, ensuring accuracy and compliance with regulations.
• Identify efficiency gaps and implement 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 escheatment reporting; develop monthly management reports.
• Foster a service environment that upholds the Service Philosophy.
• Leverage data-driven metrics to support operational excellence and communicate trends to management.
• Champion the vision of Membership Services and its adoption among team members.
• Engage in cross-functional projects and initiatives, providing insights and expertise.
• Ensure adherence to policies including account opening, maintenance, and closure; collaborate with partners to update procedures.

Skills

Deposit operations

EFT processing

Leadership

Regulatory knowledge

Communication

Education

Associates degree in business or related field

Job description

ID: 2026-6199

Location: Madison

Category: Member Services

FTE: 1.0

Schedule: Monday-Friday 8:00am-4:30pm

Salary Grade: 9

Min: USD $62,700.00/Yr.

Mid: USD $77,400.00/Yr.

Overview

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

• 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.