Top 1056 Customer specialist Jobs in Madison Wi

Deposit Services Services Specialist II
UW Credit Union —Madison, WI
- From $25.46 an hour
- Full-time
- Writing skills
- Research
- Mid-level
- Paid holidays
- Health insurance
Customer Account Specialist
pc/nametag —Verona, WI
- From $23 an hour
- 8 hour shift
- Hybrid work
- Background check
- Computer literacy
- Research
- Health savings account
- Paid holidays
Quick Apply
2d
Junk Removal Specialist
1-800-GOT-JUNK? —Madison, WI
- $25 - $29 an hour
- 8 hour shift
- Background check
- Hospitality
- Clean driving record
- Health insurance
- Dental insurance
Quick Apply
Undergraduate Application Reader
University of Wisconsin–Madison —Madison, WI
- $22.50 an hour
- 8 hour shift
- Remote
- High school
- Writing skills
- Bachelor's degree
2d
Customer Care Specialist
Pellitteri Waste Systems Inc —Madison, WI
- $24.00 - $24.50 an hour
- Full-time
- Word processing
- Computer literacy
- Writing skills
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor - Madison and Surrounding Areas
Thrivent —Madison, WI
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
Quick Apply
Certified Veterinary Technician - Oncology
Madison Veterinary Specialists —Monona, WI
- $24 - $27 an hour
- Part-time
- Mid-level
- Surgery
- Math
- Continuing education credits
- Paid holidays
Quick Apply
Naturopathic Doctor
LSM Chiropractic —Middleton, WI
- $60,000 - $200,000 a year
- Full-time
- CPR Certification
- BLS Certification
- Primary Care
- Health savings account
- Health insurance
Quick Apply
Certified Veterinary Technician - Nephrology & Dialysis
Madison Veterinary Specialists —Monona, WI
- Full-time
- 5 years
- High school diploma or GED
- Ability to lift 50 pounds
- Continuing education credits
- Relocation assistance
Quick Apply
Certified Veterinary Technician - Emergency Day Shift
Madison Veterinary Specialists —Monona, WI
- $24 - $27 an hour
- Full-time
- CPR Certification
- 5 years
- Computer literacy
Quick Apply
Periodontal Hygienist - 10K Signing Bonus
Dental Health Associates of Madison —Madison, WI
- From $48 an hour
- Overtime
- CPR Certification
- Dental office
- BLS Certification
- Profit sharing
- Disability insurance
Quick Apply
Certified Veterinary Technician - Emergency Swing Shift
Madison Veterinary Specialists —Monona, WI
- $24 - $27 an hour
- Overnight shift
- Medication administration
- Customer service
- Mid-level
- Health insurance
- 401(k) matching
Quick Apply
Float ER CVT - Procedure and Anesthesia Support
Madison Veterinary Specialists —Monona, WI
- $24 - $27 an hour
- Overnight shift
- Medication administration
- Mid-level
- High school diploma or GED
- Health insurance
- 401(k) matching
Quick Apply
Certified Veterinary Technician - Emergency Overnights
Madison Veterinary Specialists —Monona, WI
- Overnight shift
- Medication administration
- Customer service
- Mid-level
- Health insurance
- 401(k) matching
Quick Apply
Licensed Certified Veterinary Technician - Behavior Focus
Four Lakes Veterinary Clinic —Monona, WI
- $24 - $28 an hour
- Full-time
- High school diploma or GED
- Surgery
- In-person
- Health insurance
- Dental insurance
Quick Apply
Plan Review Specialist
Matrix Basement Finishing —Cottage Grove, WI
- Full-time
- Carpentry
- Construction site
- Mid-level
- 401(k)
- Paid time off
Quick Apply
Accounting Specialist, Part-Time
pc/nametag —Verona, WI
- From $22 an hour
- Part-time
- Hybrid work
- Mid-level
- Office
- US work authorization
- Employee discount
- Flexible schedule
Quick Apply
Manager - Laboratory
SSM Health —Madison, WI
- Full-time
- Surgery
- Hospital
- Bachelor's degree
- Paid parental leave
- Health insurance
1d
Veterinary Assistant - Ophthalmology
Madison Veterinary Specialists —Monona, WI
- Full-time
- Operating room
- Patient care
- Organizational skills
- Flexible spending account
- Paid time off
Quick Apply
14d
Commercial Loan Servicing Specialist 3
Summit Credit Union —Cottage Grove, WI
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Health insurance

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Deposit Services Services Specialist II

UW Credit Union -
Madison, WI

Apply Now

Job Details

Full-time
From $25.46 an hour

Benefits

Caregiver leave
Paid holidays
Health insurance
Dental insurance
Parental leave
Employee assistance program
Vision insurance
401(k) matching

Qualifications

Customer communication

Full Job Description

Overview:

The Deposit Services Specialist II is a subject matter and cross-functional expert in deposit account operations, processing transactions and providing operational support for checking, savings, money market, certificate, IRA, business and fiduciary accounts. The incumbent provides superior service directly to other Deposit Services Specialists and members and supports other member-facing staff in resolving deposit account inquiries. The incumbent possesses strong interpersonal skills, problem-solving abilities, a commitment to accuracy and exceptional member service, and meets benchmarks for volume, service levels, and quality.

In addition to possessing operational subject matter expertise in deposit products, the incumbent demonstrates a depth of product experience that enables handling more complex account-related inquiries and tasks that may be escalated by the Deposit Services Specialist I or other staff. Further, the incumbent will conduct secondary review and correction that requires documentation examination and interpretation grounded in a deep knowledge of policy, procedure and regulation. The incumbent will also contribute knowledge to discretionary projects that impact deposit products and will advise Membership Services leadership on related decision impacts.

Responsibilities:

Deposit Transaction Processing and Support

Process account requests, including maintenance, servicing, reporting, and other transactional activities including but not limited to:
- Administration and review of negative account processes such as force closures and charge-offs
- Processing account closures
- Member information updates and monetary adjustments
- Processing and reporting on liens, levies and garnishments
- Monitoring certificate maturity queues and processing interest corrections
- Business account review and error correction
- Trust and fiduciary account servicing and review
- IRA and CESA account servicing and tax reporting support and review
- Decedent account management and review
Perform daily audits as assigned, act as a first point of escalation for the Deposit Services Specialist I, further escalate discrepancies as needed.
Take ownership for resolving own and escalated deposit account member inquiries while executing sound judgment in risk assessment.
Collaborate cross-functionally to provide feedback on errors, ensuring timely corrections and necessary follow-up actions.
Monitor compliance with regulations and internal service levels, using sound judgment to prioritize tasks and manage unexpected work effectively.

Excellence in Service Delivery

Exceed member expectations by delivering exceptional service both directly to members and by supporting other member-facing staff in their service delivery. Service will typically be delivered via Automatic Call Distribution (ACD).
Understand the full range of features and advantages of deposit-related products and services to support excellence in service delivery; provide knowledge support to the Deposit Services Specialist I.
Maintain knowledge of key regulations such as Regulations CC and E to ensure compliance with regulatory policies and procedures; provide knowledge support to the Deposit Services Specialist I.
Identify process improvement opportunities and provide cross-functional subject matter expertise in support of projects and/or system updates as needed.
Serve as a primary resource to research, troubleshoot, and resolve complex deposit issues, including technical and procedural issues.

Systems and Process Support

Serve as a subject matter expert in support of other business units’ processes and initiatives. Handle complex processes to ensure compliance through cross-functional collaboration.
Execute testing for core processing system releases, year-end processing, and escheatment processes.
Assist with tax reporting by performing data cleanup, sending notices, updating W-8/W-9 forms, executing corrections, and completing reporting requirements.
Collaborate with other Membership Services staff to maintain procedures and recommend improvements to increase productivity, performance, and efficiency.

Champion Engagement and Continuous Learning and Development

Assume ownership of personal development through dialogs, participation in group initiatives and projects, and engagement with training.
Explore development options including mentor/mentee relationships, and the use of tools such as the Leader of Self gap analysis and Individual Development Plan (IDP).
Be a champion of change: embrace innovation, and closely collaborate with others to achieve departmental and organizational goals.
Develop and maintain knowledge of internal resources, procedures, systems, and tools.
Strengthen the Credit Union's inclusive environment by engaging with ongoing DEI initiatives.
Invite and accept feedback and provide upward feedback.
Serve as a mentor and positive role model for others within the team.

Qualifications:

Education & Experience

Associate’s degree in business or related field required, Bachelor’s degree preferred (applicable experience in lieu of a degree will be considered).
2 - 3 years’ experience in a financial institution required.
2 - 3 years’ experience in customer service required.
2 - 3 years’ experience in financial services, specifically within deposit operations preferred.

Skills

Demonstrated investigative, analytical, organizational, decision making, and problem-solving
Ability to effectively prioritize workload and tasks, complete assignments in a timely manner, and meet deadlines.
Strong verbal, and written communication
Exceptional interpersonal and customer service
Ability to work independently as well as collaboratively in team
Skilled at training and
Ability to recognize system and process enhancement
Proficient with Microsoft Office

Working at UW Credit Union:

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
10 paid holidays (including your birthday!)
401k company match of up to 5%, plus approximately 4% discretionary match
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.

Apply Now

Refine Your Search

customer specialist jobs in madison wi

Deposit Services Services Specialist II

Customer Account Specialist

Junk Removal Specialist

Undergraduate Application Reader

Customer Care Specialist

Financial Advisor - Madison and Surrounding Areas

Certified Veterinary Technician - Oncology

Naturopathic Doctor

Certified Veterinary Technician - Nephrology & Dialysis

Certified Veterinary Technician - Emergency Day Shift

Periodontal Hygienist - 10K Signing Bonus

Certified Veterinary Technician - Emergency Swing Shift

Float ER CVT - Procedure and Anesthesia Support

Certified Veterinary Technician - Emergency Overnights

Licensed Certified Veterinary Technician - Behavior Focus

Plan Review Specialist

Accounting Specialist, Part-Time

Manager - Laboratory

Veterinary Assistant - Ophthalmology

Commercial Loan Servicing Specialist 3

I want to receive the latest job alert for customer specialist in madison wi

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