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

Paid time off

401K

Tuition reimbursement

On-site fitness center

Job summary

CEFCU Financial Services, Inc. in Washington, IL seeks a friendly Member Assistant to provide exceptional member service, process transactions, and answer questions about CEFCU products. You will balance cash, use CEFCU systems, and maintain a professional image with accuracy and care.

The role emphasizes needs-based sales, regulatory compliance, and teamwork. Flexible scheduling and a strong customer-focus are required for success at CEFCU.

Qualifications

• 0-2 years of customer service experience.
• High school diploma or equivalent.
• Must be eligible to register with NMLS per SAFE Act.

Responsibilities

• Process transactions and resolve account issues.
• Answer member questions and provide information on CEFCU products and services.
• Cross-sell CEFCU/Investment Services products as appropriate.
• Maintain compliance with government regulations and CEFCU policies.

Skills

Customer service

Sales

Cash handling

MS Word/Excel/Outlook

Telephone etiquette

Education

High school diploma

Tools

Teller Encore System

VSoft

Instant OFAC

OnBase

Quick Assist True Checks

Lobby Tracking

Branch Appointments

Job description

## Washington Member AssistantApplylocations: Washington ILtime type: Full timeposted on: Posted 6 Days Agojob requisition id: R3996Are 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 departmentmetrics.• 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 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 – 401K**Additional Benefits**Employee 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.