Peoria Staffing Support Member Assistant

CEFCU•Peoria, IL

1d•Onsite

About The Position

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

Rotates to different Member Centers and departments to meet intermittent staffing needs.
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.
Processing transactions, resolving account issues, and answering member questions, while using third-party systems for check scanning and transaction verification.
Compliance with government regulations and CEFCU policies, maintaining cash drawer limits, and achieving performance goals.
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.

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
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