Member Services Advisor - Financial Guidance

CEFCU Financial Services, Inc.; Tennessee; On-site; USD 25,568 - 30,045; Full time

Benefits offered by this job

Financial Merit-based raises

Comprehensive Medical, Dental, Vision coverage

Generous paid time off

401(k) plan

Employee Assistance Program

Job summary

CEFCU Financial Services, Inc. in Tennessee is seeking a Member Service Team Member to provide high-quality service and support to its members. This role requires strong communication skills and a commitment to building relationships while assisting with financial transactions and inquiries.

The ideal candidate will have customer service experience and a high school diploma. Additional benefits such as health coverage, a defined benefit plan, and tuition reimbursement are offered.

Qualifications

• 0-2 years of customer service experience required.
• Completion of Member Assistant Training module.
• Basic operating skills in Microsoft Word, Excel, and Outlook.

Responsibilities

• Demonstrate sales and service focus for members.
• Determine financial needs and educate members on products.
• Process transactions and resolve account issues.

Skills

Customer service experience

Strong communication skills

Relationship building

Education

High school diploma

Tools

Microsoft Word

Excel

Outlook

Teller Encore System

VSoft

Job description

CEFCU Financial Services, Inc. in Tennessee is seeking a Member Service Team Member to provide high-quality service and support to its members. This role requires strong communication skills and a commitment to building relationships while assisting with financial transactions and inquiries.

The ideal candidate will have customer service experience and a high school diploma. Additional benefits such as health coverage, a defined benefit plan, and tuition reimbursement are offered.