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! Rotates to different Member Centers and departments to meet intermittent staffing needs. 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

Requirements

  • 0-2 years’ 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).
  • Successful completion of the formal Member Assistant Training module.
  • Ability to balance cashier’s checks and money orders, and other receptionist duties (telephone etiquette, lobby tracking system, brochure and rate updates, etc.
  • Punctual and regular attendance.
  • Flexible working hours needed to meet various department needs
  • Ability to work with minimal supervision.
  • Must possess a current, valid driver’s license, an acceptable driving record, and personal vehicle insurance.

Nice To Haves

  • Applicable college courses and/or commensurate experience.

Responsibilities

  • processing transactions
  • resolving account issues
  • answering member questions
  • using third-party systems for check scanning and transaction verification
  • compliance with government regulations and CEFCU policies
  • maintaining cash drawer limits
  • achieving performance goals
  • member satisfaction
  • promoting a professional image
  • teamwork
  • flexibility in scheduling
  • contributing to office duties

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
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