Westconsin Credit Union Careers job in Menomonie, WI or remote
At
WEST
consin Credit Union, we believe in the power of people helping people. Our mission is to give members, communities, and one another the inspiration, resources, and support to achieve financial wellness. We fulfill our mission by creating a positive impact in our members' lives by providing trusted financial services and building lasting relationships. If you're looking to work for an organization where your contributions matter, where teamwork and community are at the heart of everything we do, and where you can grow in a dynamic, supportive culture-then you're in the right place! We're more than just a credit union; we strive to make a real difference. Ready to make an impact? Let's grow together!
What You'll Be Doing:
Conducts new employee benefit orientation sessions; provides specific benefit information; and gathers and processes necessary enrollment information.
Supports employee benefit and insurance programs including but not limited to:
Serve as a resource for employees and leaders on benefits-related inquiries.
Maintain and develop communication tools to enhance understanding of the company's benefits programs.
Coordinate and process benefit enrollments, life events, and related compliance requirements.
Review and reconcile monthly benefit invoices for accuracy and collaborate with accounting to ensure timely payment.
Assist with planning and execution of annual benefits enrollment, including system set up, reporting, auditing, and employee education.
Partner with vendors and internal teams to assist with implementation of new benefit offerings, system setup, and coordinate employee rollout and communications.
Assist additional HR functions, including tasks such as 401(k) administration, audits, year-end reporting, and wellness initiatives.
Act as a back-up for the Benefits Administrator to ensure continuity of service during absences or peak periods
Manage full cycle recruitment for some retail offices, collaborating with leaders to understand skills and competencies required for job openings
Makes recommendations for hiring including wage determinations at the time of hire
Identifies organization trends, in consultation with the HR team, to provide recommendations for solutions, programs, and policies
Administers leave of absence processes in compliance with State and Federal regulation
Maintains knowledge of trends, best practices, regulatory changes and new technologies in human resources and talent management
Hybrid- Must reside in Wisconsin or Minnesota
What You'll Need to Be Successful:
Bachelor's Degree in HR or a related field or equivalent years of experience required
3 years of experience in HR, with a focus on recruitment and benefits
Prior benefits administration strongly preferred
Proficiency in HRIS and ATS systems
Proven ability to manage multiple priorities in a fast-paced environment
Excellent communication skills, both written and verbal
Ability to maintain confidentiality and handle sensitive information with professionalism
Why Choose
WEST
consin:
Health, Dental, and Vision Insurance Plans
Annual Healthy Living Fund Contribution
Student Loan Repayment Program
Competitive Salary
Impressive 401(k) Contribution and Match Plan
Paid Time Off Accrual
11 Paid Holidays
Visit
WEST
consin Careers
$50k-62k yearly est. 10d ago
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Service Center Representative
Westconsin Credit Union Careers 3.7
Westconsin Credit Union Careers job in Menomonie, WI
Takes steps to enhance membership value by actively recommending appropriate products and services to members, based upon their financial needs and goals.
Serve credit union membership by providing service and information in a pleasant, professional, and efficient manner via phone in a fast-paced call center environment
Accurately complete account maintenance and process account transactions per member request. Research and resolve complex member questions, issues, and concerns with a focus on a one call resolution. Partner with Service Center Team Leads, Supervisors, and other departments as necessary.
Maintain knowledge including but not limited to loan servicing, wire transactions, debit/credit card maintenance, online banking, fraud, appointment scheduling, and transactions
Provide technical support to members, successfully navigating multiple computer programs when assisting the member on the phone
Accurately verify members and be on the front line of fraud prevention
Utilize written communication across a variety of channels such as email, chat, and member relationship management and sales system to assist the member in the moment
$30k-34k yearly est. 46d ago
VP Collections/Member Solutions
Community First Credit Union 4.1
Neenah, WI job
Community First Credit Union is seeking a mission-driven leader to serve as our next Vice President of Member Solutions. This role leads the strategy and team responsible for supporting member-owners experiencing financial hardship-with a focus on empathetic solutions, strong portfolio performance, and operational excellence.
If you're a collaborative credit union professional who believes in the power of people helping people, this is an opportunity to make meaningful impact while contributing to the long-term financial health of our 160,000+ member-owners.
As our Vice President of Member Solutions, you will:
Lead a member-centered approach to repayment solutions that preserve dignity and strengthen long-term financial wellbeing
Develop and execute strategies to reduce delinquency, enhance recoveries, and minimize losses across the portfolio
Optimize systems, workflows, automation, and analytics within the Member Solutions environment
Recruit, coach, and inspire a high-performing team grounded in our cultural beliefs
Ensure full compliance with federal and state collection regulations
Partner closely with Lending, Finance, Risk, and senior leadership to align goals and decision-making
Oversee relationships with legal partners, external agencies, and vendor providers
Provide data-driven insights and reporting to leadership and the Board
An ideal candidate will have a combination of:
Bachelor's degree required; MBA preferred
8+ years of progressive leadership in collections/member solutions within a credit union or financial services environment
An equivalent combination of education and experience will always be considered
Proven ability to drive recovery performance and strengthen portfolio quality
Expertise in collections regulations and credit union operational environments
High proficiency with collections systems, automation tools, portfolio analytics, and member communication technology
Exceptional leadership, communication, and relationship-building skills
Ability to navigate complex member situations with empathy and sound judgment
Why Community First?
At Community First Credit Union, we are built on a simple but powerful idea:
People helping people.
Our member-owners are at the heart of every decision we make, and we believe that financial challenges should be met with understanding, creativity, and partnership-not judgment.
Here, you won't find a typical collections environment focused on transactions and pressure. Instead, you'll lead a team that meets people where they are, helps them navigate difficult moments, and supports their journey back to financial wellbeing. If you're inspired by purpose, energized by collaboration, and committed to doing what's right for member-owners and the community, you'll feel at home with us.
$126k-174k yearly est. 39d ago
Bilingual Branch Universal Representative
Educators Credit Union 3.1
Waukesha, WI job
The Branch Universal Representative assists new and existing members, in person and on the telephone, with all their financial needs, including teller transactions, member service, and loans. Duties will include opening and closing various types of accounts, processing transactions, resolving account problems, as well as providing assistance and information regarding all products and services of the Credit Union.
Essential Functions & Responsibilities:
Performs all teller functions, including deposits, withdrawal and loan payments, money orders, cashier's checks, transfers amounts from member accounts as directed. Post transactions to member accounts and maintain member records. Balance cash drawer and daily transactions
ensuring accuracy.
Greet members, in person and on the telephone while providing them with routine information concerning services. Assists members with opening and closing accounts, completing payroll deductions, direct transfers and direct deposit authorizations, answers questions about products
and services and resolves problems. Perform account and file maintenance, check orders, wire transfers and all other aspects of service to our members. Actively promote marketing campaigns.
Identify opportunities to educate, advise, and identify product referral opportunities. Interview members, receive loan applications and process new loans. Educate and advise member to make informed decision about their accounts to ensure our members are meeting their financial and member account information is accurate and current. Answering the phone queue to assist members on the phone, as well as in person.
Performs other job-related duties as assigned.
Knowledge and Skills:
Experience: One year to three years of similar or related experience.
Education: A high school education or GED.
Interpersonal Skills Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion,
requiring diplomacy and tact in communication.
Other Skills Working knowledge of established procedures, policies, processes, etc.; understanding of credit union operations; effectively communicates information to members, etc. General equipment knowledge, e.g., computer, etc.
Waukesha Branch is located at: 1600 Summit Avenue, Suite A, Waukesha, WI 53188. Lobby hours: Monday - Thursday 9:00 a.m. - 5:00 p.m., Friday 9:00 a.m. - 6:00 p.m., Saturday 9:00 a.m. - 12:00 p.m. Drive-Up hours: Monday - Friday 9:00 a.m. - 6:00 p.m., Saturday 9:00 a.m.-1:00 p.m.
Educators Credit Union is proud to be an equal opportunity workplace and is an affirmative action employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
$35k-42k yearly est. Auto-Apply 12d ago
Application Support Analyst
Community First Credit Union 4.1
Neenah, WI job
At Community First Credit Union, we are more than a financial institution - we are a partner in our members' success. Every day, we empower our members and employees to achieve their goals, and we are looking for passionate team members who share that commitment.
As an Application Support Analyst, you'll play a key role in keeping our business-critical applications running securely, efficiently, and reliably. You'll work closely with IT teammates and business partners across the organization to support, maintain, and enhance server-based applications that enable our teams to serve members at their best.
The position will have a primary focus on our Document Management and Workflow platform (OnBase/Nautilus) - a critical platform that supports daily operations and enhances the experience for both members and employees.
As an Application Support Analyst, you will:
Serve as the technical subject matter expert for our Document Management and Workflow system, staying current on updates and enhancements.
Collaborate with business line leaders and staff across departments to optimize application functionality and improve user experience.
Install, upgrade, and configure applications to meet business and IT support needs.
Support disaster recovery planning and ensure systems are available and secure during critical operations.
Coordinate and facilitate change management processes with IT teams and business stakeholders.
Create and maintain technical documentation for use in support and training.
Work with IT leadership to configure application settings and integrations.
Ensure systems are secure, compliant, and reliable, meeting all regulatory and organizational standards.
Assist with general IT support, including helping employees and members with online banking and other system-related inquiries.
Live out Community First's mission, core values, and purpose through every interaction.
We are looking for a combination of:
Associate's degree in Information Systems or related field required; Bachelor's degree in IT or related field preferred.
3+ years of experience in an IT environment, collaborating with others to support applications and resolve system issues.
Experience implementing, integrating, and supporting secure, high-availability applications.
Experience working with business users, vendors, and IT teams to deliver technology solutions.
Working knowledge of applications and systems used in financial services; OnBase/Nautilus experience strongly preferred.
Knowledge of Microsoft systems (Active Directory, Exchange, SQL, Windows Server) and general business software.
Familiarity with networking concepts, virtualization, web services, and automation tools.
Strong analytical, organizational, and communication skills, with the ability to build collaborative relationships across departments.
Ability to travel locally and work irregular hours (nights, weekends, holidays) as needed.
$68k-90k yearly est. 60d+ ago
Bilingual TOM Agent
Educators Credit Union 3.1
Sturtevant, WI job
If you're high-energy, love helping out others and like a fast-paced work environment, you're the perfect candidate to become a TOM Agent aka Video Teller! These positions use cutting-edge technology to help Educators Credit Union members across southeastern Wisconsin.
TOM Agents play a critical role in delivering an exceptional and personalized service to our member-owners, through the accurate processing of financial transactions using our Teller Operated Machine (TOM).
Follow our core values (honesty, integrity, fairness, respect and excellence) in all actions with members and coworkers.
Accurately assist members remotely by processing financial transactions including deposits, withdrawals, check cashing, transfers, loan payments, loan payoffs, and transaction inquiries according to policies and procedures.
Follows internal security, member identification and fraud prevention policies and procedures while accurately maintaining member accounts.
Welcome members, identify and pursue opportunities to educate and advice regarding additional products and services and actively promote marketing campaigns.
Balance assigned machines and daily transactions at the end of each workday ensuring accuracy.
Performs other duties as assigned.
Required Skills:
Courtesy, tact, and diplomacy are essential elements of the job.
Must have the flexibility and ability to work in a challenging and fast paced environment with variable stress levels.
Must be comfortable, professional and friendly on camera with customers via TOM's.
Must have a professional and enthusiastic attitude and strong desire to help people.
Accuracy and ability to operate computers and related office equipment is necessary.
Written and verbal fluency required (English/Spanish).
Required Experience :
One year to three years similar or related experience, including prior customer service, cash handling, contact center or teller experiences.
A high school education or GED.
TOM Agents process member transactions via Teller Operated Machine from a remote service center located at 1300 90th Street, Sturtevant, WI 53177. Branch hours are Monday-Thursday 9am-5pm, Friday 9am-6pm, and Saturday 9am-1pm. Must be available to work on Fridays and Saturdays.
Educators Credit Union is proud to be an equal opportunity workplace and is an affirmative action employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
$32k-36k yearly est. Auto-Apply 4d ago
Branch Manager
Community First Credit Union 4.1
Nichols, WI job
As Branch Manager, you'll build relationships with members, while coaching your team to deliver the exceptional service and operational excellence that makes us Community First Credit Union! Bring your passion for service and leadership to life on a daily basis: our branches have strong member traffic, and every day presents new opportunities to create a member for life. At Community First, we are proud of the competitive products we offer and the commitment to getting our members the best possible solutions for their needs - in a fun team environment, surrounded by people who care.
As a Branch Manager with Community First, you will get to:
Provide outstanding quality service by meeting and speaking with members to identify, match and fulfill financial needs. Those needs are met through delivery of the products and services available within the policies and procedures of the credit union.
Lead deposit, lending and member service functions for the branch. Ensure duties are performed in accordance with established policies, principles and standards and looks for opportunities to provide exceptional experiences to our members.
Open and support deposit accounts for members including savings, checking, certificates, money markets, IRA, escrow, and holiday. Insure these deposit accounts are performed within the policies and procedures of the credit union.
Take loan applications, perform debt ratio/collateral analysis, obtain approval, close loan and complete file.
Customize protection solutions for all applicable lending products. Meet set individual objective for protected loans and support branch goals. Continue ongoing coaching with lenders to ensure protection solutions are presented to members.
Evaluate work of employees, conduct performance appraisals, hire new employees and other related personnel functions. Provide training and assistance to employees to ensure efficient and effective delivery of member services.
Assist Regional Managers in establishing and developing plans to meet or exceed branch goals.
Interact with members and resolve member complaints and concerns.
Remain active in member service function to meet member needs including teller transactions, new account transactions and lending transactions.
We are open in the driveup from 7 a.m. to 6 p.m. Monday through Friday, and open in the lobby from 8:30 to 5 p.m. Monday through Wednesday, and from 8:30 to 6 p.m. on Thursday and Friday. On Saturdays, we are open in both the lobby and the driveup from 8 a.m. until noon. The schedule for this position encompasses our hours of operation, including a rotating Saturday morning.
We are looking for a combination of:
Bachelor's Degree in banking, business, management, or a related field
5+ years of banking, member service and/or sales experience; 2+ years of leadership experience
Exceptional verbal communication skills, as well as advanced ability to multi-task, prioritize, stay organized, and follow up
Familiarity with Microsoft office suite, as well as web-based software and financial services platforms
Passion for providing outstanding service to our members - internal and external
$43k-52k yearly est. 60d+ ago
Assistant Head Teller
Community First Credit Union 4.1
Green Bay, WI job
As an Assistant Head Teller, you will work closely with the Head Teller to provide support on the Teller line by troubleshooting questions, giving guidance, and ensuring operational soundness, while providing a WOW experience to our members. Grow your operational expertise and leadership ability, while continuing to do the things you love as a Teller. Community First's pace, engaging team, amazing members, and opportunities for advancement keep it exciting as you broaden your skills and grow with us!
As an Assistant Head Teller with Community First Credit Union, you will:
Provide exceptional, WOW service to internal and external members
Typical Teller duties including cashing checks for members, accepting loan and credit card payments, placing proper holds on deposited items for uncollected funds in accordance with CFCU policy and procedure
Identify non-negotiable and fraudulent checks to avoid losses for the member and the credit union
Ensure supply of money for branch needs are adequate based on legal requirements and business demand. Ensure excess cash is not kept in the branch
Accurately balance and close cash drawer at the end of each business day, along with assisting staff with balancing cash drawers and posting errors
Balance the ATM/CDM/recycler, general ledgers, and vault daily
Provide guidance and training to Tellers on operating procedures, monitor regulatory and compliance changes
We are open in the driveup from 7 a.m. to 6 p.m. Monday through Friday, and open in the lobby from 8:30 to 5 p.m. Monday through Wednesday, and from 8:30 to 6 p.m. on Thursday and Friday. On Saturdays, we are open in both the lobby and the driveup from 8 a.m. until noon. The schedule for this position encompasses our hours of operation, including a rotating Saturday morning.
We are looking for a combination of:
Three years' relevant experience; prior teller and supervisory experience is preferred
Exceptional verbal and written communication skills, strong time management and organizational skills
Familiarity with Microsoft office suite and web-based software packages
The ability to work hard, find solutions, and have fun
Passion for providing outstanding service to our members - internal and external
$27k-31k yearly est. 60d+ ago
Network Engineer
Educators Credit Union 3.1
Sturtevant, WI job
Educators is seeking a motivated Network Engineer to assist our team with network design, engineering, and operational responsibilities. This position requires a hands-on approach and focuses on maintaining network reliability, security, and comprehensive documentation in an environment primarily utilizing Cisco technologies. Solution-oriented individuals with excellent problem-solving skills will thrive in our environment.
Role: Maintains networks, servers, operating systems and communication links.
Essential Functions & Responsibilities:
Responsible for communication links including core network infrastructure, branch networking and routing.
Responsible for architecture, operation and documentation of the corporate LAN/WAN/SDWAN along with integration of emerging technologies.
Administer network and data security through system controls, physical routing and filtering devices. Implement ACL and firewall rules as needed
Provides project management for special projects. Coordinates projects within the department staff, other departments, and external vendors. Maintain partner and vendor relationships.
Participates in short and long-range planning for the department to select and utilize appropriate technologies to meet the evolving needs of the credit union, employees, and members.
Maintains a broad knowledge of current and emerging technologies, architectures, and products. Recommend standards, conventions, policies and procedures in all areas of expertise.
Performs other job-related duties as assigned.
Knowledge and Skills:
Experience: Five years to eight years of similar or related experience. Experience with Cisco ACI, ISE, Palo Alto firewalls, and Riverbed monitoring tools
Education: (1) A bachelor's degree, or (2) achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g. information technology certifications in lieu of a degree).
Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Other Skills: Training and certifications in computer desktop and networking. Good communication skills and able to work well with others and unsupervised.
Technical planning and project management experience.
Ability to discuss technical issues effectively with other data processing professionals as well as non-technical users.
Demonstrated analytical and problem-solving skills.
Knowledge of Meraki wireless networking, SolarWinds Orion, and VXLAN.
Location: This position is on-site and located in Racine County, WI. All qualified applicants are encouraged to apply. We are unable to provide relocation support for this role.
Educators Credit Union is proud to be an equal opportunity workplace and is an affirmative action employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
$81k-98k yearly est. Auto-Apply 12d ago
Mortgage Servicing Manager
Community First Credit Union 4.1
Neenah, WI job
We believe every mortgage represents a dream. As our Mortgage Servicing Manager, you'll play a critical role in leading a team that helps turn our member's dreams into reality. Working alongside a team of mortgage professionals who takes pride in both the quality of their work and the quality of their service, you'll oversee all aspects of mortgage servicing, including loan administration, escrow management, investor reporting, and compliance. Our environment is fast-paced, high-volume, and deadline-driven, but we never forget that our work also provides joy.
If you're a collaborative credit union professional who believes in the power of people helping people, this is an opportunity to make meaningful impact while contributing to the long-term financial health of our 160,000+ member-owners.
As the Mortgage Servicing Manager with CFCU, you will:
Lead with purpose. Mentor and continuously develop your team, fostering a culture of accountability and continuous improvement
Foster collaboration. Oversee all mortgage servicing functions and work cross-functionally to enhance processes and experiences
Deliver on our promise. Champion a member-focused approach to mortgage servicing, ensuring a positive member experience
Move the needle. With a focus on continuous improvement and optimization, ensure service-level expectations are met, identify risks, and implement action plans
Give back. Join a team that's as passionate about caring for the community as you are
We are looking for a combination of:
Bachelor's degree in Business, Finance, or a related field (or equivalent experience)
5+ years of mortgage servicing and/or loan administration, with 3 years in a management role
Deep understanding of mortgage servicing regulations, investor requirements, and compliance standards
Strong analytical skills with experience in risk assessment and process improvement
Proven leadership experience with a track record of developing high-performing teams
Excellent communication and interpersonal skills, with the ability to collaborate across departments
Proficiency in mortgage servicing platforms and reporting systems
Must not be on any agency watch list or banned list to include but not limited to HUD, FNMA, FHLMC, FHLB or NCUA
$51k-64k yearly est. 3d ago
Credit Analyst
Community First Credit Union 4.1
Neenah, WI job
As a Credit Analyst, you will work closely with the Business Lenders to prepare loan presentations for review and approval, demonstrating a strong ability to analyze large, complex multi-entity loans in a clear and concise manner. If you love commercial loans as much as we do, and look forward to growing your career with a fast-paced, supportive company, consider joining the Community First Business lending team!
As a Credit Analyst with Community First Credit Union, you will:
Find A Way. Deliver exceptional, “WOW” service to both internal and external members
Assist business lenders by preparing credit presentations for both existing and prospective business loan applications
Research lien filings, public state records, credit bureaus, court cases, and other databases to assist with risk assessment of proposed and existing credit relationships
Assist business lenders with evaluations for annual reviews and renewals of existing members
Use Sageworks database to track and assist in the collection of financial information as required by loan policy and to reduce financial exceptions
As a backup to the business lender, provide lender support with various member requests
We are looking for a combination of:
Bachelor's degree in accounting, business, or finance is required
Two years of experience as a commercial credit analysis, formal credit training, or other relevant financial experience is required
Knowledge of tax returns (both business and personal), as well as M1 reconciliations and distributions is desired
$36k-47k yearly est. 60d+ ago
Member Sales & Growth Advisor
Westconsin Credit Union Careers 3.7
Westconsin Credit Union Careers job in Menomonie, WI
At
WEST
consin Credit Union, we believe in the power of people helping people. Our mission is to give members, communities, and one another the inspiration, resources, and support to achieve financial wellness. We fulfill our mission by creating a positive impact in our members' lives by providing trusted financial services and building lasting relationships. If you're looking to work for an organization where your contributions matter, where teamwork and community are at the heart of everything we do, and where you can grow in a dynamic, supportive culture-then you're in the right place! We're more than just a credit union; we strive to make a real difference. Ready to make an impact? Let's grow together!
What You'll Be Doing:
Leads the development, delivery, and sustainment of
WEST
consin's member-focused sales and growth culture by initiating new strategies, reinforcing existing practices in alignment with direction of the Vice President - Member Advocacy & Sales.
Researches, recommends, participates in, and possibly leads training programs that could impact member engagement
Provides thought leadership on emerging trends in member engagement and sales
Drives growth and retention strategies aligned with organizational goals
Utilizes analyzed insights from both the Voice of Member data and Customer Relationship Management tools to inform enhanced member experiences.
Identifies and provides actionable insights to inform strategic recommendations to the Vice President - Member Advocacy & Sales for all areas in the credit union, including frontline, lending, and CUSOs.
Partners with department leaders assess sales performance and identify opportunities for improvement based on metrics of success and organization-wide goals.
Monitors effectiveness of engagement and sales programs and adjust strategies as needed.
Ensures consistent adoption of sales and growth culture throughout the entire organization.
Promotes cross-functional collaboration to ensure consistency in member experiences across channels.
Manages the administration and development of organizational Service Level Agreements (SLAs) and collaborates with leaders to create and refine SLA standards.
Lead employees and/or project teams through member journey mapping to help identify gaps in service.
Partners with leaders to support coaching, trainings, observations, and meetings within their teams to help increase knowledge and skills around member engagement and sales.
Coaches and mentors leaders to strengthen their ability to provide effective performance feedback and enhance coaching skills, driving success in member experience metrics
Acts as project lead or participates on a project team with any project that is assigned through Strategic Planning and/or departmental projects
*Hybrid Position based out of Menomonie, WI and will require some onsite work. Must reside in either Wisconsin or Minnesota*
What You'll Need to Be Successful:
Bachelor's degree or equivalent experience
3-5 years related work experience required
Why Choose
WEST
consin:
Health, Dental, and Vision Insurance Plans
Annual Healthy Living Fund Contribution
Student Loan Repayment Program
Competitive Salary
Impressive 401(k) Contribution and Match Plan
Paid Time Off Accrual
11 Paid Holidays
Visit
WEST
consin Careers
$30k-36k yearly est. 12d ago
Special Accounts Representative
Community First Credit Union 4.1
Neenah, WI job
As our Special Accounts Representative, you will play a pivotal role in supporting our members and internal teams in managing specialized and sensitive accounts. These accounts include fiduciary, estate, power of attorney, trust accounts, and business accounts. Drawing on your empathy, accuracy, and expertise, you'll serve as the primary point of contact for complex accounts, ensuring proper documentation, and providing expert guidance to both members and employees. If working collaboratively with an experienced team to guide our employees and members through difficult and complex account situations sounds like a great fit, we'd love to hear from you!
As our Special Accounts Representative, you will:
Handle deceased member accounts: research, process, and maintain accounts for deceased members, and serve as primary contact for inquiries and service requests
Provide special accounts support: provide specialized support to teams managing fiduciary, estate, power of attorney, and trust accounts, ensuring compliance with all relevant regulations, including business and complex accounts
Review documentation and process management: review and verify new account documentation for accuracy and completeness, focusing on fiduciary, trust, and business accounts
Manage the notary program, providing support and training for new and existing employees to ensure accurate and compliant notarization processes
Stay current with laws and regulations pertaining to fiduciary, estate, trust, and deceased member accounts. Ensure that all account management activities comply with state and federal regulations, as well as internal policies
We are looking for a combination of:
Three+ years of experience in administering deceased accounts, estates, power of attorney, fiduciary accounts, or similar roles within a financial institution or legal environment
Strong ability to interpret, analyze, and process legal and financial documents related to deceased and special accounts
Outstanding verbal and written communication skills, with a high level of professionalism and empathy when dealing with sensitive matters
Highly detail-oriented, organized, and able to manage multiple responsibilities with accuracy
Demonstrated ability to resolve complex account issues using sound judgment and critical thinking skills
Familiarity with credit union operations, fiduciary responsibilities, and estate management preferred
Expertise in handling sensitive member information with discretion and confidentiality
Proficiency in financial software and tools used for account management and documentation review; general proficiency in Microsoft Office suite
Paralegal, Law
$34k-39k yearly est. 60d+ ago
Receptionist
Community First Credit Union 4.1
Seymour, WI job
Join a movement, not just a workplace. As Receptionist, you'll help build brighter financial futures for our member-owners at our new Seymour branch.
Provide a WOW experience to our members, serving as the first point of contact for people coming into the branch, while handling incoming phone calls and prioritizing other responsibilities. If you believe that a smile and warm welcome can change someone's day, and have an affinity for providing exceptional service while staying organized and directing traffic - this might be the right position for you. Play a crucial role for Community First, as part of a fun branch team that is dedicated to making a difference!
What you'll do as Receptionist at CFCU:
Deliver an experience. Provide outstanding, WOW service to external and internal members.
Support your team. Smoothly manage branch traffic and keep communication flowing.
Take initiative. Ensure members are served quickly and assisted with their questions or problems.
Engage in the community. At our newest Seymour branch, build relationships with current and prospective members, and help them understand the credit union difference!
We are looking for a combination of:
A high school diploma or equivalent
One+ year of related experience
Excellent listening ability and verbal communication skills
Familiarity with Microsoft office suite and other financial services platforms
Above all: a passion for helping people and advancing the credit union's member-first mission
Branch Hours:
Drive-up: Mon-Fri 7:00 a.m.-6:00 p.m.
Lobby: Mon-Wed 8:30 a.m.-5:00 p.m.; Thu-Fri 8:30 a.m.-6:00 p.m.; Sat 8:00 a.m.-12:00 p.m.
This position follows our branch hours, including a rotating Saturday schedule.
Why Community First?
When you join Community First Credit Union, you're not just working at a financial institution-you're joining a cooperative where
every member is an owner
. That means our focus is always on doing what's best for people, not profits. Here, you'll be part of a team that truly cares, in a place where your leadership directly strengthens the financial well-being of families, neighbors, and communities.
$27k-32k yearly est. 60d+ ago
Project Manager (hybrid- must reside in WI or MN)
Westconsin Credit Union Careers 3.7
Westconsin Credit Union Careers job in Menomonie, WI or remote
At
WEST
consin Credit Union, we believe in the power of people helping people. Our mission is to give members, communities, and one another the inspiration, resources, and support to achieve financial wellness. We fulfill our mission by creating a positive impact in our members' lives by providing trusted financial services and building lasting relationships. If you're looking to work for an organization where your contributions matter, where teamwork and community are at the heart of everything we do, and where you can grow in a dynamic, supportive culture-then you're in the right place! We're more than just a credit union; we strive to make a real difference. Ready to make an impact? Let's grow together!
What You'll Be Doing:
Leads strategic projects that require managing cross-functional communication and dependencies with other teams
Assists in the definition of project scope and objectives, involving all relevant internal stakeholders and ensuring technical feasibility in collaboration with
WEST
consin's Information Technology Department
Acts as the bridge between upper management, stakeholders, and the teams tasked with the execution of the project
Create and drive the overall schedule, identify, and mitigate risk at all stages, and define the overall cadence for the project team
As needed, executes the 3rd party vendor management processes as defined
Develops and maintains vendor relationships in relation to their projects
Reads industry information and attends related courses and seminars, including active participation in advisory groups and other groups as needed
Trains and mentors participants of the Aspiring Leaders Program
Adheres to, recommends, creates, and implements continuous improvements to Project Management processes and tools
Prepares status reports by gathering, analyzing, and summarizing relevant information to each target audience
Mentors/Coaches departmental Project Leaders on the best application of the Project Management tools and processes for their project
Communicates on behalf of the team as needed and capture notes and output
Identifies and manages risks critical to project success, following WESTconsin's Risk Management processes
Is highly resourceful and knows when/how to be assertive to make progress
Able to remain calm, composed, and flexible in challenging circumstances
Responsible for motivating project teams and resolving conflicts to ensure a productive work environment
Acts as a change agent to help continue driving the culture of continuous improvement throughout the organization
Assists supervisor with tasks related to Strategic Planning, Resource Planning, and other items as requested
*Hybrid Position based out of Menomonie, WI and will require some onsite work. Must reside in either Wisconsin or Minnesota*
What You'll Need to Be Successful:
Bachelor's degree from a four-year college and three years of related experience; or equivalent years of experience
Ability to make sound business decisions with consideration to end users, regulation or compliance requirements, and member experience
Experience leading large-scale change and influencing user adoption to obtain the best internal and external member experience
Proven communication, facilitation, presentation, conflict management and consensus building skills
Why Choose
WEST
consin:
Health, Dental, and Vision Insurance Plans
Annual Healthy Living Fund Contribution
Student Loan Repayment Program
Competitive Salary
Impressive 401(k) Contribution and Match Plan
Paid Time Off Accrual
11 Paid Holidays
Visit
WEST
consin Careers
$58k-72k yearly est. 18d ago
Mortgage Loan Processor
Community First Credit Union 4.1
Neenah, WI job
We believe every mortgage represents a dream. As a Mortgage Loan Processor, you'll play a critical role in turning our member's dreams into reality. Throughout the mortgage process, you'll champion WOW service as the liaison between our member and the loan originator. Your daily, hands-on coordination and processing of submitted mortgage loan files directly support delivery of high-quality mortgage experiences. Our environment is fast-paced, high-volume, and deadline-driven, but we never forget that our work also provides joy. If you're looking for career where your detail-oriented nature, communication skills, and organizational talents will be highly valued, we'd like to talk to you!
As a Mortgage Loan Processor, you will:
Deliver exceptional service to members, lenders, title companies, and other partners, offering guidance and expertise throughout the loan process.
Work with borrowers, team members, and third parties to ensure all loan conditions have been met prior to closing.
Review and process mortgage files includes ordering the appraisal, flood and title work, checking for accuracy and preparing the loan for underwriting.
Ideal Candidates will have a combination of:
High School Diploma or equivalent
One to two years of mortgage processing experience, or an equivalent combination of education and related experience.
Strong time management and organizational skills, as well as exceptional verbal and written communications skills
Familiarity with Microsoft Office Suite and web-based software
Knowledge of lending practices and regulations
The ability to adjust priorities, stay organized and provide process-wide attention to detail
$36k-43k yearly est. 29d ago
Collections/Member Solutions Specialist
Community First Credit Union 4.1
Neenah, WI job
We believe the responsibility of working with members and protecting the credit union's assets is a critical component of our cooperative promise. As our Collections Solutions Specialist, you will build relationships with members to help during difficult and often stressful times. You'll actively engage in problem-solving, identifying options to help members get back on track, to ensure a solid financial future and help minimize losses to the member and to the credit union. If applying your financial expertise to create meaningful solutions in a fast-paced, growing, collaborative environment sounds like your perfect opportunity - we'd like to hear from you!
As our Member Solutions/Collections Specialist, you will:
Provide outstanding, helpful service in every member interaction; display sensitivity and proactively seek alternatives to assist members
Contact members by telephone and through written communication, and occasionally in-person interactions
Demonstrate exceptional listening and communication skills; respond effectively to deescalate and resolve challenging interactions
Utilize your ability to prioritize and attention to detail by ensuring our member contact is timely and well-documented
Partner with team members across the credit union to create, propose, and implement solutions for members, and ensure resolutions are appropriate, timely, and in compliance with credit union policies and regulations
An ideal candidate will have a combination of:
A high school diploma and some secondary education or experience in a related field
Two+ years of experience in collections, lending, or a related field
Knowledge of the Wisconsin Consumer Act, Fair Debt Collection Practices, and Fair Credit Reporting Act is a plus
Familiarity with Microsoft Office Suite, as well as web-based software and financial services platforms; experience with Temenos is a plus
Proven verbal and written communication skills
Effective problem solving abilities
Strong data analysis skills
$43k-55k yearly est. 53d ago
Network Engineer
Educators Credit Union 3.1
Sturtevant, WI job
Educators is seeking a motivated Network Engineer to assist our team with network design, engineering, and operational responsibilities. This position requires a hands-on approach and focuses on maintaining network reliability, security, and comprehensive documentation in an environment primarily utilizing Cisco technologies. Solution-oriented individuals with excellent problem-solving skills will thrive in our environment.
Role: Maintains networks, servers, operating systems and communication links.
Essential Functions & Responsibilities:
Responsible for communication links including core network infrastructure, branch networking and routing.
Responsible for architecture, operation and documentation of the corporate LAN/WAN/SDWAN along with integration of emerging technologies.
Administer network and data security through system controls, physical routing and filtering devices. Implement ACL and firewall rules as needed
Provides project management for special projects. Coordinates projects within the department staff, other departments, and external vendors. Maintain partner and vendor relationships.
Participates in short and long-range planning for the department to select and utilize appropriate technologies to meet the evolving needs of the credit union, employees, and members.
Maintains a broad knowledge of current and emerging technologies, architectures, and products. Recommend standards, conventions, policies and procedures in all areas of expertise.
Performs other job-related duties as assigned.
Knowledge and Skills:
Experience: Five years to eight years of similar or related experience. Experience with Cisco ACI, ISE, Palo Alto firewalls, and Riverbed monitoring tools
Education: (1) A bachelor's degree, or (2) achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g. information technology certifications in lieu of a degree).
Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Other Skills: Training and certifications in computer desktop and networking. Good communication skills and able to work well with others and unsupervised.
Technical planning and project management experience.
Ability to discuss technical issues effectively with other data processing professionals as well as non-technical users.
Demonstrated analytical and problem-solving skills.
Knowledge of Meraki wireless networking, SolarWinds Orion, and VXLAN.
Location: This position is on-site and located in Racine County, WI. All qualified applicants are encouraged to apply. We are unable to provide relocation support for this role.
Educators Credit Union is proud to be an equal opportunity workplace and is an affirmative action employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
$81k-98k yearly est. Auto-Apply 12d ago
Consumer Loan Specialist - Amery
Westconsin Credit Union Careers 3.7
Westconsin Credit Union Careers job in Amery, WI
At
WEST
consin Credit Union, we believe in the power of people helping people. Our mission is to give members, communities, and one another the inspiration, resources, and support to achieve financial wellness. We fulfill our mission by creating a positive impact in our members' lives by providing trusted financial services and building lasting relationships. If you're looking to work for an organization where your contributions matter, where teamwork and community are at the heart of everything we do, and where you can grow in a dynamic, supportive culture-then you're in the right place! We're more than just a credit union; we strive to make a real difference. Ready to make an impact? Let's grow together!
What You'll Be Doing:
Efficiently originate consumer loans on all platforms (in-person, phone, electronic) for new and existing members while delivering consistent, high-quality service and experience
Stay current and utilize knowledge of lending guidelines, policies and procedures to anticipate needs and advise members during complete consumer loan process
Identify and inform/educate member of loan details and/or documents needed during course of application and closing process
Present completed applications to the Underwriters for approval and informs members of loan decisions
Determine and disclose loan term options, educate member on features and benefits of loan protection products, verify member understanding of all loan details, terms, and product features
Open new membership accounts and actively builds member relationships through member follow-up and onboarding; conduct maintenance on accounts, as needed
Act as financial coach to educate and offer savings, loans, and other products to help members realize and achieve their financial goals
What You'll Need to Be Successful:
High school diploma or equivalent
2 years of customer service/Teller experience
Prior Consumer Lending experience preferred
Proficiency in basic computer, data entry and typing skills is required
A positive attitude, professional image, and self-motivation are essential
Excellent verbal and written communication skills are required
Why Choose WESTconsin:
Health, Dental, and Vision Insurance Plans
Annual Healthy Living Fund Contribution
Student Loan Repayment Program
Competitive Pay
Impressive 401(k) Contribution and Match Plan
Paid Time Off Accrual
11 Paid Holidays
Visit
WEST
consin Careers
$44k-53k yearly est. 18d ago
Teller
Educators Credit Union 3.1
Glendale, WI job
Provide an exceptional service experience to members while assisting them with their financial transactions.
Follow our core values (honesty, integrity, fairness, respect and excellence) in all actions with members and coworkers.
Receive and process member financial transactions, including deposits, withdrawals and loan payments; transfers amounts from member accounts as directed.
Welcome members and provide routine information concerning services. Directs members to appropriate departments for specific information and services. Educate and advise members regarding credit union products and services.
Post transactions to member accounts and maintain member records.
Balance cash drawer and daily transactions.
Perform a variety of miscellaneous tasks, including typing, filing, computer input, and answering the telephone.
Other duties as assigned.
Required Skills:
Courtesy, tact, and diplomacy are essential elements of the job.
Work involves much personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving or obtaining information which may require some discussion.
Bilingual in Spanish or Hmong is a plus.
Physical requirements include: standing, sitting, walking, using hands and fingers, reaching including reaching above the shoulder, talking and hearing: visual acuity; occasional stooping or crouching and occasional lifting a maximum of 50 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
Required Experience:
Must have a professional and enthusiastic attitude and also needs to like to help people.
Accuracy and ability to operate computers and related office equipment as necessary.
High School diploma or equivalent.
Must be available to work Saturdays. Part time hours = 20 to 29 hours/week. Varied days/hours based on business needs.
30+ hours = 30 to 39 hours/week. At Educators Credit Union, we value the contribution each and every employee makes to our accomplishments, and our goal is to provide a comprehensive program of competitive benefits to attract and retain the best employees.
Glendale Branch is located at 7139 N Port Washington Rd, Glendale, WI 53217.
Lobby hours: Monday - Thursday 9:00 a.m. - 5:00 p.m., Friday 9:00 a.m. - 6:00 p.m., and Saturday 9:00 a.m. - 12:00 p.m.
Drive-Up hours: Monday - Thursday 9:00 a.m. - 6:00 p.m., Friday 8:00 a.m.- 6:00 p.m., and Saturday 8:00 a.m.-1:00 p.m.
Educators Credit Union is proud to be an equal opportunity workplace and is an affirmative action employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Zippia gives an in-depth look into the details of WESTconsin Credit Union, including salaries, political affiliations, employee data, and more, in order to inform job seekers about WESTconsin Credit Union. The employee data is based on information from people who have self-reported their past or current employments at WESTconsin Credit Union. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by WESTconsin Credit Union. The data presented on this page does not represent the view of WESTconsin Credit Union and its employees or that of Zippia.
WESTconsin Credit Union may also be known as or be related to WESTCONSIN CREDIT UNION, WESTconsin Credit Union and Westconsin Credit Union.