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Branch Service Representative (Platteville)

Dupaco Community Credit Union

1 Positions

ID: BRANC002818

Posted On 04/10/2025

Job Overview

As a Branch Services Representative, you'll process transactions, assist members with account management, and educate them on products and services. You’ll also engage in cross-selling, conduct proactive outreach, and support branch operations while ensuring compliance with regulations. Your role is crucial in enhancing member relationships and promoting financial services. There’s a lot to love about working at Dupaco… Whether it's a great benefit package that helps YOU take care of YOU and helps YOU save for your future with a generous 401k match, awesome starting pay of $20.50/HR, with monthly and annual incentives, and the ability to Build a Career Worth Loving.

\#DupacoDifference.** **https://www.youtube.com/watch?v=Oy\_rZxNXcC8

What You'll Do:

+ Accurately process a variety of transactions for members including but not limited to deposits, withdrawals, transfers, and loan payments and assist members in the lobby.

+ Assist and educate members with Interactive Teller Machines (ITMs) as needed.

+ Balance cash drawers and reconcile transactions at the end of the day.

+ Open member accounts, including checking, savings, and certificates of deposit (CDs) and offering full -family membership to new and existing members.

+ Accurately close member accounts.

+ Responsible for assisting members through a Visa application by communicating approval/denial and process balance transfers.

+ Perform account maintenance tasks such as updating personal information and managing account inquiries.

+ Educate members on features, benefits, and fees of the credit union and Dupaco products and services.

+ Cross Sell Dupaco Products and services by engaging, identifying, and advocating for digital services by highlighting benefits, addressing potential concerns, and demonstrating how they can enhance the member’s experience to support the branch and organizational goals.

+ Proactive outreach and outbound calls to members as assigned.

+ Perform Money Makeovers and Credit History Lessons and identify opportunities to deepen the relationship with the member by offering products and services.

+ Identify and refer potential leads for specialized services, such as Mortgage Loans, Business Loans, Business Services, Dupaco Insurance Services, Dupaco Financial Services, etc.

+ Assist with branch operations, including opening and closing procedures, cash handling equipment and machines, including balancing, servicing, and reconciling.

+ Ensure adherence to all credit union regulations, policies, and compliance procedures and requirements.

+ Utilize available resources and tools to detect and report suspicious activities and transactions.

+ Participate in branch meetings and training sessions to stay current on Dupaco policies and products.

+ Perform other duties as assigned.

You’ll need:

+ High school diploma or equivalent.

+ Previous costumer services or equivalent experience.

+ Previous cash handling experience preferred.

+ Excellent interpersonal and communication skills to represent the financial institution in a positive and professional way when dealing with membership, and other staff members.

+ Strong problem-solving skills, and an aptitude for learning new technologies.

+ Strong attention to detail

Primary Contact

114365

Matt Hostert

Senior Recruiting Specialist, Human Resources

563-557-7600, ext. 2564

Phone

Phone

Phone

Fax

[email protected]

Email

True

False

True

Job Details

Categories

Banking/Mortgage/Financial Services

Cashier

Customer Service

Location

Platteville, WI

Job Type

Employee

Full/Part

Full Time

Company ID

986

Job REQ #

BRANC002818

\# Positions

1

Start Date

20250410

End Date

20250603

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Dupaco Community Credit Union

About the Company

Dupaco Community Credit Union is a not-for-profit financial cooperative. When we help our members save money—with a savings account, lower loan rates, fewer service fees, low-cost insurance, financial education and more—we help grow the whole credit union. It’s people helping people. Learn more about us at www.dupaco.com (https://www.dupaco.com/about/) .

A Dupaco career is different.

We’re a diverse crew of caring, passionate, and fun-loving people who work together toward a higher purpose- to always look out for our members’ best interests. That promise is at the center of everything we do. And we have plenty of career opportunities for thoughtful, genuine, and motivated people who can help us deliver.

Our culture is built to empower and inspire you every single day. When you get here, you’ll know that your voice is valued and heard. And you’ll find new and unique ways to make a positive impact just by being you.

See more perks you'll love (https://www.dupaco.com/about/dupaco-careers/)

_Dupaco Community Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, religion, color, national origin, sex, age, sexual orientation, gender identity, status as a protected veteran, or status as a qualified individual with disability._