Washington Member Assistant

CEFCU Financial Services, Inc.; Washington (IL); On-site; USD 26,000 - 30,000; Full time

Benefits offered by this job

Health and Welfare

Generous paid time off

Comprehensive Medical, Dental, and Vis

Health Savings Account

Life Insurance

401K

Tuition reimbursement

Career growth through internal job"

On-site fitness center

Job summary

CEFCU is seeking a member service associate to provide a professional, knowledgeable, and caring experience when members contact us. You will determine financial needs, educate and cross-sell CEFCU Investment Services and CEFCU Financial Services products, and resolve member questions while using multiple systems for checks and verification.

The role emphasizes compliance, cash handling, and strong client relations, with flexible scheduling including Saturdays.

Qualifications

• 0-2 years customer service experience.
• Must be eligible to register with NMLS per SAFE Act.
• Understand Federal and State Regulations governing Financial Institutions.
• Acquire and maintain proficient operation of CEFCU mainframe applications and third-party systems.
• Balance Cashier’s Checks, Money Orders, and perform receptionist duties.

Responsibilities

• Process transactions and resolve account issues for members.
• Answer member questions and cross-sell CEFCU/CEFCU Investment Services products.
• Maintain compliance with government regulations and CEFCU policies.
• Balance cash drawer and assist with cashiering duties as needed.
• Support office duties and contribute to team success.

Skills

Customer service

Sales and cross-selling

Communication

Reception duties

Education

High school diploma or equivalent

Tools

Teller Encore System

VSoft

OnBase

Branch Appointments

Microsoft Word

Microsoft Excel

Microsoft Outlook

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 - Thursday: 8:45 a.m. - 5:15 p.m.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 RangeThe 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.BenefitsFinancialMerit-based raisesHealth and WelfareGenerous 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 AccountVoluntary Benefits (Accident Plan, Critical Illness Plan, Hospital Indemnity Plan, Identity Theft & Fraud Protection Plan, Legal Plan)Life InsuranceAccidental Death & Dismemberment InsuranceDisability BenefitsDefined Benefit Plan – PensionDefined Contribution Plan – 401KAdditional BenefitsEmployee Assistance ProgramTuition reimbursementCareer growth through internal job postingsManagement Development Program: formal mentoring and trainingOpportunities to help improve and build the CEFCU of tomorrow through process teamsOpportunities to personally contribute to corporate financial literacy and community initiativesCasual days to support local charitiesEmployee discounts on entertainment, cell phone plans, theme park tickets, and moreOn-site fitness center, fitness classes, and wellness programIt 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.