Pekin Member Assistant

CEFCU Financial Services, Inc.; Pekin, Northern (IL, KY); Hybrid; USD 26,000 - 30,000; Full time

Benefits offered by this job

Health benefits

Paid time off

Employee discounts

Job summary

CEFCU Financial Services, Inc. is hiring an entry-level Member Assistant to handle transactions, resolve account issues, and respond to member inquiries using CEFCU and third‑party systems.

You will balance cash, support receptionist duties, and maintain a professional image to ensure high member satisfaction. Requirements include 0–2 years in customer service, a high school diploma, and eligibility to register with NMLS.

Qualifications

• 0-2 years’ customer service experience.
• High school diploma or equivalent.
• Must be eligible to register with the Nationwide Mortgage Licensing System (NMLS).
• Complete CEFCU training on Bank Secrecy Act, Identity Theft Red Flags, and related procedures.
• Proficient operation of CEFCU mainframe and listed third-party systems.
• Basic operation of Word, Excel, and Outlook.
• Balance Cashier’s Checks and Money Orders; receptionist duties as needed.

Responsibilities

• Process transactions and resolve account issues.
• Answer member questions using third-party systems for check scanning and verification.
• Maintain compliance with regulations and CEFCU policies.
• Promote professional image; support teamwork and office duties.
• Strive for high member satisfaction and a quality member experience.

Skills

Customer service

Cash handling

Teamwork

Communication

Flexibility

Education

High school diploma or equivalent

Tools

Teller Encore System

VSoft

OnBase

Word

Excel

Outlook

True Checks

Lobby Tracking

Branch Appointments

Job description

Are you ready to make the most of your talents and abilities, while helping others make the most of their finances?

Responsibilities

• 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

Hours: Monday - Thursday: 8:45 a.m. - 5:15 p.m. Friday: 7:45 a.m. - 6:15 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
• 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

Equal Opportunity Statement

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.