Cash Management Service Representative

CEFCU Financial Services, Inc.; Tampa (FL); On-site; USD 39,000 - 45,000; Full time

Benefits offered by this job

Health and Welfare

Tuition reimbursement

401K

Paid time off

Employee discounts

Job summary

CEFCU Financial Services, Inc. in Tampa is seeking personable, articulate team players to support multiple departments, ensuring uninterrupted service to our members. You will cross-sell CEFCU products and deliver a professional, caring experience in a fast-paced environment.

Hours are Monday–Friday, 7:30 a.m. to 4:00 p.m. The role emphasizes teamwork, accuracy, and learning vendor systems related to ACH and Bank Wire during training, with opportunities for growth and comprehensive benefits.

Qualifications

• High school diploma or equivalent is required.
• 0-2 years’ financial institution experience preferred.
• Ability to work well in a team environment.
• Strong organizational, interpersonal and phone communication skills.
• Ability to be adaptable, flexible and multi-task.
• Knowledge of CEFCU products and services.
• Experience with Microsoft Excel, Outlook and Word.

Responsibilities

• Provide coverage for the Corporate Cashier, Certificate Coordinator, Payroll Deposits Coordinator, ACH Coordinator, Bank Wire Specialist, and other areas as needed to ensure continuation of job functions and uninterrupted service to members and CEFCU departments.
• Assist all areas during peak business periods and complete special projects for department managers.
• Cross-sell CEFCU products and services.
• Provide the highest quality member experience for both internal and external members.

Skills

Teamwork

Phone communication

Organizational skills

Adaptability

Multitasking

Interpersonal skills

Customer service orientation

Education

High school diploma or equivalent

Tools

Microsoft Excel

Outlook

Word

Job description

Are you ready to make the most of your talents and abilities, while helping others make the most of their finances? CEFCU member service team members are critical to the success of the credit union. They provide a professional, knowledgeable, and caring experience when members contact us. We are looking for individuals who are personable, articulate, and positive to add to our already awesome team! Provides coverage for the Corporate Cashier, Certificate Coordinator, Payroll Deposits Coordinator, ACH Coordinator, Bank Wire Specialist, and other areas as needed to ensure continuation of job functions and uninterrupted service to our members and other CEFCU departments. Assists all areas during peak business periods and completes special projects for department managers. Cross-sells CEFCU products and services. Provides the highest quality member experience, for both internal and external members.

Hours: Monday - Friday: 7:30 a.m. - 4:00 p.m.

Required

• High school diploma or equivalent.
• 0-2 years’ financial institution experience.
• Ability to work well in a team environment.
• Strong organizational, interpersonal and phone communication skills.
• Ability to be adaptable, flexible and multi-task.
• Knowledge of CEFCU products and services.
• Experience with Microsoft Excel, Outlook and Word.
• Must demonstrate safe lifting ability through assessment.
• Ability to follow safe lifting procedures to lift, move, and/or manipulate items/equipment weighing up to 40 pounds.
• Ability to learn, understand, demonstrate, and/or explain all areas responsibilities, procedures, policies and processes at an acceptable level within 10 weeks.
• Ability to learn vendor admin systems related to ACH, Bank Wire and foreign exchange at a proficient level within training period.
• Strong attention to detail and accuracy, and ability to work in a fast-paced environment.

Preferred

• Experience in handling cash amounts in the millions of dollars, reconciling/balancing,
• Knowledge of ACH system.
• Accounting or Business classes.
• Experience handling, identifying, buying and selling foreign currency.
• Knowledge of US dollar currency denominations.

Summary Pay Range

The anticipated starting pay range for this position is $18.56 - $21.81. The pay range listed represents the anticipated starting range for a successful candidate. Final compensation will be based on factors such as experience, skills, and qualifications. Please note that salary is only one component of total compensation at CEFCU.

Benefits

• Financial Merit-based raises
• Health and Welfare
• Generous paid time off (Holiday, Personal or Sick Time, Vacation)
• Comprehensive Medical, Dental, and Vision coverage (PPO, HDHP)
• Flexible Spending Plan (Medical Reimbursement Account and Dependent Care Reimbursement Account)
• Health Savings Account
• Voluntary Benefits (Accident Plan, Critical Illness Plan, Hospital Indemnity Plan, Identity Theft & Fraud Protection Plan, Legal Plan)
• Life Insurance
• Accidental Death & Dismemberment Insurance
• Disability Benefits
• Defined Benefit Plan – Pension
• Defined Contribution Plan – 401K
• Additional Benefits Employee Assistance Program
• Tuition reimbursement
• Career growth through internal job postings
• Management Development Program: formal mentoring and training
• Opportunities to help improve and build the CEFCU of tomorrow through process teams
• Opportunities to personally contribute to corporate financial literacy and community initiatives
• Casual days to support local charities
• Employee discounts on entertainment, cell phone plans, theme park tickets, and more
• On-site fitness center, fitness classes, and wellness program

It is CEFCU’s policy and intent to provide equal opportunity to all persons without regard to race, color, religion, political affiliation, sex/gender (including gender expression/identity, pregnancy, childbirth and related medical conditions), marital status, registered domestic partner status, sexual orientation, age, ancestry, national origin, veteran status, disability, medical condition, genetic characteristics, and/or any other basis protected by law. This policy covers all facets of employment including, but not limited to: recruitment, selection, placement, promotions, transfers, demotions, terminations, training, and compensation.

Put the "U" in CEFCU We're better, together. Helping people is more than a nice idea - it's the reason CEFCU is in business, and why it's a great place to work too. Are you ready to play your part?