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CEFCU · 10 hours ago

CSR Information

Citizens Equity First Credit Union (CEFCU) is seeking to enhance its member service team with individuals who are personable and articulate. The role involves resolving member inquiries, maintaining a member-oriented focus, and supporting various marketing initiatives in a fast-paced environment.

BankingFinancial ServicesNon Profit

Responsibilities

Maintains a member-oriented focus and professionally resolves member inquiries via phone in a fast-pace, high volume environment
Demonstrates a strong, needs-based sales and service focus as defined and measured in the Member Contact Center, Corporate Balanced Scorecards and Business Plans
Maintains and utilizes knowledge of CEFCU products, services, policies, procedures and Rules and Regulations governing financial institutions
Mitigates fraud and protects member information by following security protocols and communicates fraudulent attempts to front-line staff and Fraud Prevention
Processes the opening and closing of member accounts
Provides front-line support with transition of service, policies, notifications, system outages, mergers, product/system conversion, product/service enhancements and other member affecting situations
Supports Marketing Initiatives through planning, coordinating and measuring the success of department promotions
Meets defined performance expectations

Qualification

Microsoft WordMicrosoft ExcelCall Center experienceBilingual-SpanishNeeds-based salesAnalytical skillsCommunication skillsRelationship buildingAttention to detailConflict resolution

Required

High school diploma or equivalent
Ability to learn and work in a fast paced, structured and continuously changing environment
High level of dependability
Basic operations and knowledge of Microsoft Word and Excel
Exceptional communication skills
Attention to detail and quality
Proven relationship building and needs based sales skills

Preferred

CEFCU experience and a thorough knowledge of CEFCU products and services
Call Center/Customer Service experience
Strong judgement, decision making and analytical skills
Resilient and able to resolve conflict
Ability to navigate multiple communication systems and multi task
Ability to create professional written content/email
Acquire and maintain a thorough understanding of all Federal and State Regulations governing Financial Institutions
Bilingual-Spanish and English
Applicable college courses 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

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CEFCU is a financial service company that deals with banking, mortgage loans, consumer loans and credit card services.

Funding

Current Stage
Late Stage

Leadership Team

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Mark Spenny
President/CEO
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Wyatt Wolven
Chief Financial Officer
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Company data provided by crunchbase