East Peoria Member Assistant

Citizens Equity First Credit Union • East Peoria, IL

222d • $18 - $21

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! Demonstrates a strong, needs-based sales and service focus as defined and measured in the Member Center and Corporate Balanced Scorecards and Business Plans. Determines financial needs using a high impact questioning strategy, educates, cross-sells, and services members/potential members on CEFCU/CEFCU Investment Services (CIS) products and services. Serves as a front-line member contact that is responsible for processing member account transactions, completing appropriate forms, resolving member account problems, and answering member questions. Demonstrates knowledge and efficiency to operate third party software and systems for scanning checks, verifying routing and account numbers, researching transactions, pulling member statements, and ensuring check data is successfully sent to the Federal Reserve. Analyzes negotiable items and items that require special endorsements. Complies with government regulations and CEFCU policies and procedures. Maintains individual cash drawer limits and balances nightly. Ensures a positive impact on financial performance by attaining balancing, outage, transaction volume, referral, sales, credit and deposit upsale, and Creating Member Loyalty (CML) goals. Maintains member satisfaction through use of CML skills and by presenting a professional image. Assists the office by performing a variety of duties as assigned and actively participates in teambuilding. Demonstrates flexibility in scheduling and job duties.

Requirements

• High school diploma or equivalent.
• Must be eligible to register with the Nationwide Mortgage Licensing System and Registration (NMLS).
• Acquire and maintain understanding of Federal and State Regulations governing Financial Institutions.
• Complete the formal Member Assistant Training module.
• Proficient operation and knowledge in CEFCU mainframe applications and third-party systems.
• Basic operation and knowledge of Microsoft Word, Excel, and Outlook.
• Ability to balance Cashier's Checks and Money Orders.

Nice To Haves

• Proven record of relationship building, sales and servicing skills.
• Thorough knowledge of CEFCU products and services.
• Applicable college courses and/or commensurate experience.

Responsibilities

• Provide a professional, knowledgeable, and caring experience for members.
• Demonstrate a strong, needs-based sales and service focus.
• Determine financial needs using a high impact questioning strategy.
• Educate, cross-sell, and service members on CEFCU/CIS products and services.
• Process member account transactions and complete appropriate forms.
• Resolve member account problems and answer member questions.
• Operate third party software and systems for various banking functions.
• Analyze negotiable items and items requiring special endorsements.
• Comply with government regulations and CEFCU policies.
• Maintain individual cash drawer limits and balances nightly.
• Achieve financial performance goals related to balancing, transaction volume, and sales.
• Maintain member satisfaction through effective communication and service.
• Participate in teambuilding and perform various assigned duties.

Benefits

• Financial Merit-based raises.
• Generous paid time off (Holiday, Personal or Sick Time, Vacation).
• Comprehensive Medical, Dental, and Vision coverage.
• 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 and Accidental Death & Dismemberment Insurance.
• Disability Benefits.
• Defined Benefit Plan - Pension.
• Defined Contribution Plan - 401K.
• Employee Assistance Program.
• Tuition reimbursement.
• Career growth through internal job postings.
• Management Development Program: formal mentoring and training.
• Opportunities to 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED