Digital Member Service Representative

Digital Member Service Representative Digital Member Service Representative is primarily responsible for delivering consistent and seamless member service through incoming calls, chats, emails and all other digital channels of communication. The Digital Member Service Representative performs a wide variety of duties related to all phases of products, services and policies as embodied by Westby Co-op Credit Union done in accordance with procedures. Principal duties and responsibilities include: Answering member questions and completing non-monetary transactions. Providing answers with a one call resolution, and forwarding calls as needed to a subject matter expert in the appropriate department or personnel. Providing each member a helpful, respectful, friendly and professional member service experience. Building strong member relationships. Acquiring an extensive knowledge of the phone system and office equipment used to facilitate all aspects of the position, including other programs needed to complete task. Proper identification of members, handling of passwords and pins, and always maintaining the integrity of our confidentiality policy. Maintaining a neat work area so confidential information is not compromised. Responsible for all aspects of the digital channels of communication, including online banking services and chat product. Providing online resets, unlocks and temporary passwords. Resource for our automated phone banking, including unlocks and reset of pins. Delivering solutions and troubleshooting a variety of member issues with calm and empathetic support. Responding to member inquiries through email, providing a professional appearance. Educating members on products and services we offer, fees and policies regarding their financial information, and evaluating member needs to promote relevant products and services to members. Educating on how to engage safely in digital channels. Properly entering information into the core system and programs used by the Digital Member Service Representative to complete transactions, cash advances, request forms, stop payments, statements, corporate checks, member updates, check and card orders and other related transactions. Adding additional share accounts to existing membership accounts. Assisting with preparation of wire requests from members. Working closely with other departments to provide smooth resolution to member inquiries. Accountability and good communication within your team. Performing other job-related duties and services as manager sees appropriate. Adhering to policies and procedures. Alert to possible fraud or scams posing a risk to member's accounts. Completion of required annual education. Work Relationships and Scope: Reports directly to the Digital Branch Manager. Will have regular contact with members and employees of the Member Service Department. Performance Dimensions: Must maintain the integrity of confidential business information and follow all guidelines on confidentiality. Provide outstanding services to co-workers & members. Possess the ability to attend to numerous details with frequent interruptions under the stress of maintaining courteous, effective, and timely relations with a variety of individuals and personalities. Promotes quality, accuracy, timeliness, reliability, and thoroughness of work performed. Is punctual, flexible, reliable, and demonstrates a friendly and helpful attitude. Possess ability to gain the trust and respect of members, management, and employees. Also maintains a positive, professional, team-oriented working relationship with staff and outside vendors. Enhance job growth through continuing education, as required or necessary. Other Experience and Qualifications: Education/Experience: Previous financial and cash handling experience desired. Financial post-secondary education preferred. Skills and Abilities: Ability to perform basic mathematical calculations accurately, such as adding, subtracting, multiplying and dividing Ability to manage personal workflow, process transactions and meet deadlines by being organized, detailed and task oriented. Ability to work with a wide range of personalities in a courteous, effective, and efficient manner. Knowledge and ability to apply current financial service industry standards, laws, and regulations. Ability to present ideas, report facts and other information clearly and concisely. Proficient knowledge of the Microsoft Suite (Outlook, Word, Excel, PowerPoint). Proficient operation of a variety of general office equipment such as a computer, software applications, typewriter, calculator, telephone, copy machine, fax machine and other similar devices or programs related to the position.

Created: 2026-03-04