Member Assistant Support

Jobtailor; Bloomington (IL); On-site; USD 32,000 - 42,000; Full time

Job summary

CEFCU in Bloomington, IL is seeking a friendly Member Assistant to provide a professional, knowledgeable, and caring experience for members. You will rotate to different centers to meet staffing needs while handling transactions and answering questions.

Responsibilities include educating members on CEFCU products and services, cross-selling through a needs-based approach, and processing cashier transactions with accuracy.

Qualifications

• 0–2 years’ experience
• High school diploma or equivalent
• Eligible for NMLS registration under the SAFE Act
• Successful completion of Member Assistant Training
• Ability to balance cashier’s checks and money orders
• Receptionist duties including telephone etiquette, lobby tracking, brochure and rate updates
• Punctual and regular attendance
• Flexible working hours to meet department needs
• Ability to work with minimal supervision
• Current, valid driver’s license
• Acceptable driving record
• Personal vehicle insurance
• Saturdays are required, with a weekday off
• Applicable college courses and/or commensurate experience preferred

Responsibilities

• Provide professional, knowledgeable service to members.
• Educate and cross-sell CEFCU products and services.
• Process transactions and resolve account issues.
• Demonstrate needs-based selling and use Creating Member Loyalty (CML) skills.
• Maintain cash drawer limits and meet performance goals.
• Work as part of a team with flexible scheduling.
• Ensure compliance with government regulations and CEFCU policies.
• Handle check scanning and transaction verification using third‑party systems.
• Promote member satisfaction and a professional image.
• Rotate to meet staffing needs across centers.

Skills

Customer Service

Sales Skills

Communication Skills

Team Collaboration

Punctuality

Flexibility

Education

High school diploma or equivalent

Tools

NMLS Registration Eligibility

Job description

• Rotate to different Member Centers and departments to meet intermittent staffing needs
• Provide a professional, knowledgeable, and caring experience when members contact CEFCU
• Demonstrate a needs-based sales and service focus measured through Member Center and Corporate Balanced Scorecards
• Determine members’ financial needs through strategic questioning
• Educate and cross-sell CEFCU, CEFCU Investment Services (CIS), and CEFCU Financial Services (CFS) products and services
• Utilize Creating Member Loyalty (CML) skills
• Process transactions, resolve account issues, and answer member questions
• Use third-party systems for check scanning and transaction verification
• Comply with government regulations and CEFCU policies
• Maintain cash drawer limits and achieve performance goals
• Promote member satisfaction and a professional image
• Work as part of a team, maintain scheduling flexibility, and contribute to office duties
• Provide the highest quality experience for internal and external members
• Work Monday–Friday, 7:45 a.m.–5:15 p.m., and Saturdays, 8:45 a.m.–1:15 p.m.; take a weekday off when working Saturday

Requirements

• 0–2 years’ experience
• High school diploma or equivalent
• Must be eligible to register with the Nationwide Mortgage Licensing System and Registration (NMLS) under the SAFE Act
• Successful completion of the formal Member Assistant Training module
• Ability to balance cashier’s checks and money orders
• Ability to perform receptionist duties, including telephone etiquette, lobby tracking, brochure and rate updates
• Punctual and regular attendance
• Flexible working hours to meet various department needs
• Ability to work with minimal supervision
• Current, valid driver’s license
• Acceptable driving record
• Personal vehicle insurance
• Saturdays are required, with a weekday off
• Applicable college courses and/or commensurate experience preferred

Core Competencies

Demonstrates strong customer service and sales skills while effectively educating members on financial products and services. Capable of maintaining compliance with regulations and policies while achieving performance goals in a team-oriented environment.

Highest-signal resume keywords

• Customer Service
• Sales Skills
• Financial Product Knowledge
• NMLS Registration Eligibility
• Transaction Processing

ATS Optimization Keywords

Hard Skills

• Cash Handling
• Check Scanning
• Transaction Verification
• Receptionist Duties
• Lobby Tracking

Soft Skills

• Punctuality
• Flexibility
• Team Collaboration
• Communication Skills

Certifications & Qualifications

• NMLS Registration Eligibility

Industry Keywords

• Member Services
• Financial Services
• Creating Member Loyalty
• Government Regulations
• SAFE Act Compliance

Tools & Technologies

• Third-Party Systems