Washington Member Assistant

CEFCU; Washington (Washington County); On-site; USD 26,000 - 30,000; Full time

Benefits offered by this job

Merit-based raises

Health and Welfare

401K plan

Tuition reimbursement

Career growth through internal jobPost

On-site fitness center

Job summary

CEFCU is seeking a member service associate to deliver a high-quality experience to members, processing transactions and resolving issues with accuracy and courtesy.

The role emphasizes needs-based selling of CEFCU and Investment Services, while adhering to regulatory requirements and internal policies. Flexibility in scheduling, strong teamwork, and ongoing training are required.

Qualifications

• 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 SAFE Act.
• Complete Member Assistant Training module and ongoing education related to Bank Secrecy Act, Identity Theft – Red Flags, Elderly Abuse/Financial Exploitation and robbery procedures.

Responsibilities

• Process transactions and resolve account issues.
• Answer member questions and provide a professional, caring experience.
• Educate and cross-sell CEFCU/CEFCU Investment Services products and services.
• Maintain accurate cash drawer and balance cash equivalents.
• Cross-train as receptionist and support office duties.

Skills

Customer service

Communication

Sales

Teamwork

Education

High school diploma or equivalent

Tools

Teller Encore System

VSoft

Instant OFAC

OnBase

Quick Assist True Checks

Lobby Tracking

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?

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 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.