Member Services & Financial Solutions Specialist

CEFCU Financial Services, Inc.; Peoria (IL); On-site; USD 19,000 - 22,000; Full time

Benefits offered by this job

Generous paid time off

Health and Welfare benefits

Employee discounts

On-site fitness center

Job summary

CEFCU Financial Services, Inc. is seeking a Member Assistant in Peoria, IL. This full-time role involves providing high-quality member experiences, processing transactions, and resolving account issues while ensuring compliance with regulations.

Candidates should possess a high school diploma, customer service experience, and solid understanding of financial regulations. The position also offers a comprehensive benefits package, generous paid time off, and opportunities for career growth.

Qualifications

• 0-2 years' customer service experience required.
• Must understand Federal and State regulations governing financial institutions.
• Cross-trained as receptionist within one year, if applicable.

Responsibilities

• Provide exceptional service to internal and external members.
• Process transactions and resolve account issues.
• Cross-sell CEFCU products and maintain cash drawer limits.

Skills

Customer service experience

Communication skills

Sales skills

Education

High school diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

CEFCU Financial Services, Inc. is seeking a Member Assistant in Peoria, IL. This full-time role involves providing high-quality member experiences, processing transactions, and resolving account issues while ensuring compliance with regulations.

Candidates should possess a high school diploma, customer service experience, and solid understanding of financial regulations. The position also offers a comprehensive benefits package, generous paid time off, and opportunities for career growth.