East Peoria Member Assistant

CEFCU Financial Services, Inc.; United States; On-site; USD 25,000 - 30,000; Full time

Benefits offered by this job

Health insurance

Paid time off

401K retirement plan

Employee discounts

On-site fitness center

Job summary

CEFCU Financial Services, Inc. is seeking a friendly, professional member service associate to assist members with transactions, service needs, and product education.

You will balance cash, handle inquiries, and navigate CEFCU systems to support member goals while maintaining compliance with regulatory requirements. A positive, team-oriented attitude is essential.

Qualifications

• 0-2 years of customer service experience.
• High school diploma or equivalent.
• Must be eligible to register with the Nationwide Mortgage Licensing System and Registration (NMLS) to comply with the SAFE Act.
• Acquire and maintain a thorough understanding of all Federal and State Regulations governing Financial Institutions through the training and continuing education.
• Proficient operation and knowledge in CEFCU mainframe applications and third‑party systems.

Responsibilities

• Process member account transactions and resolve account problems.
• Educate and cross-sell CEFCU/CEFCU Investment Services products and services.
• Balance cash drawer and maintain accuracy.
• Answer member questions and provide professional service.
• Operate CEFCU mainframe applications and third‑party systems.

Skills

Customer service

Sales skills

Cross-selling

Cash handling

Communication skills

Education

High school diploma or equivalent

Tools

CEFCU mainframe applications

Teller Encore System

VSoft

OnBase

Word/Excel/Outlook

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!

Demonstrates a strong, needs-based sales and service focus as defined and measured in the Member Center and Corporate Balanced Scorecards and Business Plans. Determines financial needs using a high impact questioning strategy, educates, cross-sells, and services members/potential members on CEFCU/CEFCU Investment Services (CIS) products and services. Serves as a front-line member contact that is responsible for processing member account transactions, completing appropriate forms, resolving member account problems, and answering member questions. Demonstrates knowledge and efficiency to operate third party software and systems for scanning checks, verifying routing and account numbers, researching transactions, pulling member statements, and ensuring check data is successfully sent to the Federal Reserve. Analyzes negotiable items and items that require special endorsements. Complies with government regulations and CEFCU policies and procedures. Maintains individual cash drawer limits and balances nightly. Ensures a positive impact on financial performance by attaining balancing, outage, transaction volume, referral, sales, credit and deposit upsale, and Creating Member Loyalty (CML) goals. Maintains member satisfaction through use of CML skills and by presenting a professional image. Assists the office by performing a variety of duties as assigned and actively participates in teambuilding. Demonstrates flexibility in scheduling and job duties.

Hours

Lobby: Monday - Thursday: 8:45 a.m. - 5:15 p.m. Friday: 7:45 a.m. - 5:15 p.m. Saturday: 8:45 a.m. - 1:15 p.m. Drive-up: Monday - Friday: 7:45 a.m. - 5:15 p.m. Saturday: 8:45 a.m. - 1:15 p.m.
*Flexibility in scheduling is required. Saturdays are required with a day off throughout the week.

Required

• 0-2 years’ customer service experience.
• High school diploma or equivalent.
• Must be eligible to register with the Nationwide Mortgage Licensing System and Registration (NMLS) to comply with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act).
• Acquire and maintain a thorough understanding of all Federal and State Regulations governing Financial Institutions through the successful completion of the formal Member Assistant Training module, including required continuing education related to the Bank Secrecy Act, Identity Theft – Red Flags, Elderly Abuse/Financial Exploitation and robbery procedures.
• Acquire and maintain proficient operation and knowledge in CEFCU mainframe applications and the following third‑party systems: Teller Encore System, VSoft, Instant OFAC, OnBase, Quick Assist True Checks, Lobby Tracking, and Branch Appointments.
• Basic operation and knowledge of Microsoft Word, Excel, and Outlook.
• Ability to balance Cashier’s Checks and Money Orders, and other receptionist duties (telephone etiquette, brochure and rate updates, etc.)
• Cross‑trained as receptionist within one year, if applicable.

Preferred

• Proven record of relationship building, sales and servicing skills through current applicable department metrics.
• Thorough knowledge of CEFCU products and services.
• Applicable college courses and/or commensurate experience.

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?