CSR Information

CEFCUPeoria, IL
13d$18 - $21Remote

About The Position

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! Maintains a member-oriented focus and professionally resolves member inquires via phone in a fast-pace, high volume environment. Demonstrates a strong, needs-based sales and service focus as defined and measured in the Member Contact Center, Corporate Balanced Scorecards and Business Plans. Maintains and utilizes knowledge of CEFCU products, services, policies, procedures and Rules and Regulations governing financial institutions. Mitigates fraud and protects member information by following security protocols and communicates fraudulent attempts to front-line staff and Fraud Prevention. Processes the opening and closing of member accounts. Provides front-line support with transition of service, policies, notifications, system outages, mergers, product/system conversion, product/service enhancements and other member affecting situations. Supports Marketing Initiatives through planning, coordinating and measuring the success of department promotions. Meets defined performance expectations. Hours: Monday - Friday 7:30 a.m. - 6:00 p.m. Saturday 9:00 a.m. - 3:00 p.m. 100% WFH after successful completion of training.

Requirements

  • High school diploma or equivalent.
  • Ability to learn and work in a fast paced, structured and continuously changing environment.
  • High level of dependability.
  • Basic operations and knowledge of Microsoft Word and Excel.
  • Exceptional communication skills.
  • Attention to detail and quality.
  • Proven relationship building and needs based sales skills.

Nice To Haves

  • CEFCU experience and a thorough knowledge of CEFCU products and services.
  • Call Center/Customer Service experience.
  • Strong judgement, decision making and analytical skills.
  • Resilient and able to resolve conflict.
  • Ability to navigate multiple communication systems and multi task.
  • Ability to create professional written content/email.
  • Acquire and maintain a thorough understanding of all Federal and State Regulations governing Financial Institutions.
  • Bilingual-Spanish and English.
  • Applicable college courses or commensurate experience.

Responsibilities

  • Maintains a member-oriented focus and professionally resolves member inquires via phone in a fast-pace, high volume environment.
  • Demonstrates a strong, needs-based sales and service focus as defined and measured in the Member Contact Center, Corporate Balanced Scorecards and Business Plans.
  • Maintains and utilizes knowledge of CEFCU products, services, policies, procedures and Rules and Regulations governing financial institutions.
  • Mitigates fraud and protects member information by following security protocols and communicates fraudulent attempts to front-line staff and Fraud Prevention.
  • Processes the opening and closing of member accounts.
  • Provides front-line support with transition of service, policies, notifications, system outages, mergers, product/system conversion, product/service enhancements and other member affecting situations.
  • Supports Marketing Initiatives through planning, coordinating and measuring the success of department promotions.
  • Meets defined performance expectations.

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)
  • 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

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

High school or GED

Number of Employees

501-1,000 employees

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