Northpoint Member Assistant

CEFCU Financial Services, Inc.; United States; On-site; USD 26,000 - 29,000; Full time

Benefits offered by this job

Health and Welfare

Paid time off

Medical, Dental, Vision coverage

401K plan

Life Insurance

Employee discounts

Job summary

CEFCU Financial Services, Inc. is seeking a personable member service associate to deliver a professional, caring experience while processing transactions and resolving member questions.

The role emphasizes needs-based sales, compliance with regulations, cross-selling CEFCU products and services, and flexibility in scheduling including Saturdays.

Qualifications

• High school diploma or equivalent.
• 0-2 years customer service experience.
• Must be eligible to register with NMLS (SAFE Act).
• Complete Member Assistant Training with required continuing education.
• Proficient with CEFCU mainframe apps and listed third-party systems.
• Basic operation of Word, Excel, and Outlook.
• Cross-trained as receptionist within one year, if applicable.

Responsibilities

• Process transactions, resolve account issues, and answer member questions.
• Balance cash drawer and manage receptionist duties with professional conduct.
• Operate third-party systems: Teller Encore, VSoft, OnBase, Instant OFAC, and more.
• Adhere to regulations and CEFCU policies while supporting team goals.
• Promote member satisfaction and cross-sell CEFCU products and services.

Skills

Customer service

NMLS eligibility

Regulatory compliance

Cross-selling

Financial software knowledge

Microsoft Word/Excel/Outlook

Education

High school diploma

Tools

Teller Encore

VSoft

OnBase

Instant OFAC

Lobby Tracking

Branch Appointments

Quick Assist True Checks

Job description

Are you ready to make the most of your talents and abilities, while helping others make the most of their finances? Apply to join Team CEFCU! 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. Determines financial needs through a strategic questioning approach, educating and cross-selling CEFCU/CEFCU Investment Services (CIS)/CEFCU Financial Services (CFS) products and services to members as well as utilizing Creating Member Loyalty (CML) skills.

Responsibilities include processing transactions, resolving account issues, and answering member questions, while using third-party systems for check scanning and transaction verification. The position requires compliance with government regulations and CEFCU policies, maintaining cash drawer limits, and achieving performance goals. Additionally, the role emphasizes member satisfaction, promoting a professional image, teamwork, flexibility in scheduling, and contributing to office duties. Provides the highest quality member experience, for both internal and external members.

Hours: 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?