Job · Amery, WI · Full time

Member Services Representative

Westconsin Credit Union · $115.6M budget · 519 staff · Since 1938

Why Westconsin Credit Union

FY2025 · Form 990Its mission and biggest programs, as filed

Helps members achieve financial success.

  • Westconsin Credit Union, like all Credit unions, is exempt from federal and most state taxes because we are a member-owned, not for profit organization. In turn, we reinvest into our organization and communities. We encourage our leaders and employees to…
  • Served members' interests by accepting deposits, granting loans, and investing excess funds in a prudent manner.
  • Provided over 17,000 loans for over $464 million to members.

Before you apply

FY2024 · Form 990Independent: from IRS data, not the org
Pays its leaders
$176K–$565K
12 officers reported
Fine: from the org's Form 990.
Pt VII · Sec A
Budget
$102.6M
spent in FY2024
Fine: from the org's Form 990.
Pt I · Ln 18
Staff
519
employees
7 volunteers
Fine: from the org's Form 990.
Pt I · Ln 5–6
Surplus or deficit
+11%
of revenue, FY2024
Looks good: revenue was at least expenses in the latest filing.
Pt I · Ln 19
Cash reserves
25 mo
of spending, in cash and securities
Looks good: 25.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file
Looks goodFineWorth a lookConcernTap a box for the reason.

About the role

The org's own posting, as written

In this role, you will represent the Credit Union to members in a friendly, positive, and professional manner, ensuring a welcoming atmosphere at all times. You will be responsible for providing prompt, efficient, confidential, and accurate service when processing transactions. Additionally, you will respond to members' requests, problems, and complaints, either resolving them directly or directing members to the appropriate person for assistance. A key part of the role involves learning to recognize members' needs for services and making appropriate referrals. You will also handle all monetary transactions for members, ensuring accuracy and efficiency in every interaction.

Read the original listing on recruiting2.ultipro.com

About Westconsin Credit Union

From its Form 990

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