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CEFCU · 1 day ago

Sheridan Village Member Assistant

Peoria IL

Full-time

Onsite

New Grad, Entry Level

$18.11/hr - $21.28/hr

CEFCU is a credit union seeking a Sheridan Village Member Assistant to join their team. This role involves providing excellent member service, processing account transactions, and educating members on financial products and services while ensuring compliance with regulations.

BankingFinancial ServicesNon Profit

Responsibilities

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

Qualification

NMLS RegistrationFinancial Regulations KnowledgeTeller Encore SystemMicrosoft WordMicrosoft ExcelMicrosoft OutlookCash HandlingSales SkillsCustomer ServiceTeamwork

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