Northpoint Member Assistant

CEFCU•Peoria, IL

6d•$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. Hours: Lobby 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. Drive-Up: Monday - Thursday 7:45 a.m. -- 5:15 p.m. Friday 7:45 a.m. -- 5:15 p.m. Saturday 8:45 a.m. -- 1:15 p.m. Note: Core hours may change, and overtime hours may be required to meet business needs. Saturdays are required, with a day off during the week is required. Flexibility in scheduling is required.

Requirements

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

Nice To Haves

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

Responsibilities

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
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

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