CEFCU · 19 hours ago
Member Assistant Support - Peoria
Peoria IL
Full-time
Onsite
New Grad, Entry Level
$18.11/hr - $21.28/hrCEFCU is a credit union that is seeking to enhance its member service team. The Member Assistant Support role involves providing professional and knowledgeable support to members, processing transactions, and ensuring member satisfaction while adhering to company policies and regulations.
BankingFinancial ServicesNon Profit
Responsibilities
Rotates to different Member Centers and departments to meet intermittent staffing needs
Serves as a front-line member contact that is responsible for processing member account transactions, filling out appropriate forms, resolving member account problems, and answering member questions
Upholds CEFCU Mission, Vision, and Values while communicating with members and coworkers
Demonstrates knowledge and efficiency to operate third party software and systems for scanning checks, verifying routing and account numbers, researching transactions, pulling member statements, preloading Mastercard Gift Cards, 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
Demonstrates a strong sales focus as defined and measured in the Member Center Balanced Scorecards, 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 to improve the financial wellbeing of members
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 upsales, 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
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)
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
Preferred
Applicable college courses and/or commensurate experience
Benefits
Merit-based raises
Generous paid time off (Holiday, Personal or Sick Time, Vacation)
Comprehensive Medical, Dental, and Vision coverage (PPO, HDHP)
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
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
Company
CEFCU
CEFCU is a financial service company that deals with banking, mortgage loans, consumer loans and credit card services.
Founded in 1937
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Mark Spenny
President/CEO
Wyatt Wolven
Chief Financial Officer
Recent News
2024-02-22
2024-02-10
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