Item Processing Specialist I

UW Credit Union is committed to improving the financial well-being of people. Membership Services plays a critical role in the success of the organization by delivering our core Electronic Funds Transfer, Deposit Operations and Item Processing operations. We are solution owners who thrive on delivering a stress-free, hassle-free and frictionless experience for our members. The department is team-oriented, collaborative, and versatile. Enriching an inclusive working relationship to support delivering world-class experience is critical.

The Item Processing Specialist I delivers world-class member experience through displaying behaviors described in the Membership Services Philosophy. This includes placing member service above all else, owning our solutions, and the pursuit of excellence. The Item Processing Specialist works with EFT Services Manager and Item Processing Team. Our membership manages their accounts by utilizing various channels to include mobile deposits, mail deposits, branch services, paper and electronic payments. The Specialist is responsible for providing accurate and timely processing of payments and deposits while meeting daily volume, service level, and quality standards, including internal and external member services. The Specialist is the main point of contact for Retail staff. Providing support and assistance to include compliance, research, process clarification, and branch balancing.

Daily Processing

Ensure all member requests are processed accurately and efficiently.
• Process deposits, loan, credit card payments, mobile deposit, reports, email, return mail, address changes, phone, and fax requests.
• Ensure all EFT service levels are met by effectively prioritizing workloads.
• Notify Loss Prevention and Membership Services management of potential fraud situations while maintaining confidentiality.
• Ensure all files are complete and balanced for Federal Reserve and US Bank, including: Inclearing, Adjustments, Returns, Exception Item Processing, Mobile Deposit, BCP, and Teller Image Capture.
• Provide backup support to others as appropriate, fostering teamwork and quality.
• Support team by providing coverage during high-volume and absences.

Member Service

• Be responsible for understanding and adhering to all relevant compliance policies, procedures, and regulations.
• Maintain extensive knowledge of applicable regulations including, but not limited to, Regulation CC and Regulation E.
• Understand products and services available to members to provide world-class service.
• Work collaboratively with team regarding error resolution and demonstrate ownership of problems or errors.
• Professionally respond to member escalations and research transactions when potential errors are identified.

Personal and Team Development

• Assume responsibility for personal development through training, mentor relationships, collaboration, and establishment of an Individual Development Plan (IDP).
• Actively participate in dialogs, Solution Teams, group meetings, and trainings.
• Effectively manage relationships by displaying positive communication skills and awareness of your impact on others.
• Communicate and act in ways that build and reinforce trust.
• Influence without authority through relationships and interactions with others.
• Drive innovation by fostering positive debate amongst team members, creating an atmosphere where differing opinions reveal additional alternatives.

Contributes to Departmental Project Initiatives and Other Duties

• Embrace the Membership Services Philosophy and consistently demonstrate the behaviors.
• Actively participate in project work including, but not limited to, ideation, project tasks, testing, training, and communication plans.
• Support organizational goals and business initiatives.
• Understand UW Credit Union Critical Measures and the impact of departmental contributions.

Education & Experience

• High School Diploma is required.
• Associate's Degree is preferred.
• 7 months - 1 year of Financial Institution experience is required.
• 2-3 years of Customer Service experience is preferred.

Skills

• Demonstrated high accuracy, attention to detail, and efficiency.
• Ability to work in fast-paced and changing environment.
• Proficiency with Microsoft Office.
• Proficiency using a 10-key calculator.
• Strong oral and written communication.

Why work for 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 of annual time off (accrued per pay period)
• 2 weeks paid caregiver leave
• 2.5 weeks paid new child parental leave
• 2 days paid volunteer time
• Hybrid work environment: minimum 3 days a week on-site
• 10 paid holidays (including your birthday!)
• 401k company match of up to 5%, plus approximately 4% discretionary match
• 457 deferred-compensation plan
• Variable bonus reward
• Competitive Medical, Dental, and Vision plans, including domestic partner eligibility
• 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.