Why University of Wisconsin Credit Union
FY2024 · Form 990Its mission and biggest programs, as filedOffers financial products and services to help members manage their money.
- Uwcu extended nearly $1.3 billion in consumer Credit - enabling members to continue building their lives through home improvements, reliable vehicles, continuing education and much more. In dane county, uwcu was both the top purchase and refinance lender. In the…
- In 2024, uwcu welcomed 18,000 new members and opened nearly 15,000 checking accounts. The Credit union's honest and straightforward business practices continue to drive membership and relationship growth. At the end of 2024, uwcu served over 366,000 members and over…
- Uwcu continues to focus on delivering financial services in a trustworthy manner. Uwcu continues to provide Credit consultation services, a free service that benefits any member. Members can meet with a financial specialist to review their Credit report, gain knowledge…
Before you apply
FY2024 · Form 990Independent: from IRS data, not the orgAbout the role
The org's own posting, as writtenOverview
UW Credit Union has a new and exciting opportunity for a driven, leader-oriented individual to join our team as a Membership Services Assistant Manager. In this pivotal role, you will serve as a key leader within our Deposit Services function, partnering closely with the Senior Deposit Services Manager while also supporting EFT Services initiatives. Your primary focus will be on advancing and optimizing our deposit operations, deposit account servicing, and operational excellence across the member experience.
This role is instrumental in shaping the future of our operations, providing day-to-day leadership, strengthening operational consistency, and contributing to forward-looking strategies that enhance our Deposit Services capabilities, with aligned support of EFT operations. If you thrive in a dynamic, team-oriented environment and are passionate about driving operational excellence, improving processes, and leading meaningful change, we encourage you to apply!
Responsibilities
Provide technical expertise and knowledge support in daily operations, ensuring coverage as needed and adherence to Service Level Agreements (SLAs). Oversee the processing of daily transactions, ensuring accuracy and compliance with regulations. Enhance operations by identifying efficiency gaps and removing member pain points, offering recommendations and implementing 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 unclaimed property (escheatment) reporting.
Develop and maintain monthly reports for presentation to management, ensuring they reflect accurate and relevant data for informed decision-making. Foster a service environment that consistently upholds the standards of the Service Philosophy. Leverage data-driven metrics to support operational excellence, focusing on member experience, feedback, and behavior, and communicate trends to management. Champion the vision of Membership Services, advocating for its adoption among team members and other internal stakeholders Engage in cross-functional and organizational projects and initiatives, contributing valuable insights and expertise.
Ensure adherence to relevant policies and procedures, including account opening, maintenance, and closure, to maintain regulatory compliance and operational integrity. Maintain active collaboration with partners, including MSC, Retail, and Loss Prevention, to effectively communicate and update these procedures. Remain vigilant about changing regulations and rulings to proactively implement solutions that ensure compliance and maintain robust internal controls.
Qualifications
Education & Experience Associates degree in business or related field, or equivalent combination of education and experience. Able to work onsite in Madison three days per week. 4+ years of experience in financial services, specifically within deposit…
About University of Wisconsin Credit Union
From its Form 990- Budget $363.8M
- Staff 1,076 · founded 1931
- Pays its leaders $291K–$1.0M (12 reported)
- Open jobs 26 · Jobs at University of Wisconsin Credit Union · Full 990 report