Member Assistant Support

• Rotate to different Member Centers and departments to meet intermittent staffing needs
• Provide a professional, knowledgeable, and caring experience when members contact CEFCU
• Demonstrate a needs-based sales and service focus measured through Member Center and Corporate Balanced Scorecards
• Determine members’ financial needs through strategic questioning
• Educate and cross-sell CEFCU, CEFCU Investment Services (CIS), and CEFCU Financial Services (CFS) products and services
• Utilize Creating Member Loyalty (CML) skills
• Process transactions, resolve account issues, and answer member questions
• Use third-party systems for check scanning and transaction verification
• Comply with government regulations and CEFCU policies
• Maintain cash drawer limits and achieve performance goals
• Promote member satisfaction and a professional image
• Work as part of a team, maintain scheduling flexibility, and contribute to office duties
• Provide the highest quality experience for internal and external members
• Work Monday–Friday, 7:45 a.m.–5:15 p.m., and Saturdays, 8:45 a.m.–1:15 p.m.; take a weekday off when working Saturday

• 0–2 years’ experience
• High school diploma or equivalent
• Must be eligible to register with the Nationwide Mortgage Licensing System and Registration (NMLS) under the SAFE Act
• Successful completion of the formal Member Assistant Training module
• Ability to balance cashier’s checks and money orders
• Ability to perform receptionist duties, including telephone etiquette, lobby tracking, brochure and rate updates
• Punctual and regular attendance
• Flexible working hours to meet various department needs
• Ability to work with minimal supervision
• Current, valid driver’s license
• Acceptable driving record
• Personal vehicle insurance
• Saturdays are required, with a weekday off
• Applicable college courses and/or commensurate experience preferred

Demonstrates strong customer service and sales skills while effectively educating members on financial products and services. Capable of maintaining compliance with regulations and policies while achieving performance goals in a team-oriented environment.

• Customer Service
• Sales Skills
• Financial Product Knowledge
• NMLS Registration Eligibility
• Transaction Processing

• Cash Handling
• Check Scanning
• Transaction Verification
• Receptionist Duties
• Lobby Tracking

• Punctuality
• Flexibility
• Team Collaboration
• Communication Skills

• NMLS Registration Eligibility

• Member Services
• Financial Services
• Creating Member Loyalty
• Government Regulations
• SAFE Act Compliance

• Third-Party Systems