• Job Description

  Req#: R3545

  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.

  Required:

  • 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.

  Preferred:

  • 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.

  Summary Pay Range

  The pay range for this position is $18.11 - $21.28.

  Compensation offered may vary based on skills and experience. Please note that salary is only one component of total compensation at CEFCU.

  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

  It is CEFCU’s policy and intent to provide equal opportunity to all persons without regard to race, color, religion, political affiliation, sex/gender (including gender expression/identity, pregnancy, childbirth and related medical conditions), marital status, registered domestic partner status, sexual orientation, age, ancestry, national origin, veteran status, disability, medical condition, genetic characteristics, and/or any other basis protected by law. This policy covers all facets of employment including, but not limited to: recruitment, selection, placement, promotions, transfers, demotions, terminations, training, and compensation.

• About the company

  At CEFCU, helping people is more than a nice idea — it’s the reason we’re in business. CEFCU is a place where borrowers help savers and savers help borrowers. We were founded on the principle of people helping people and the belief that by doing s...

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