Membership Services Lead: Deposit Ops & Member Experience

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

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.