Pekin Member Assistant
$38,605–$45,365 year
On-sitePekin, Illinois, United States
Job Summary
Process transactions, resolve account issues, and answer member questions using third-party systems for check scanning and transaction verification. Determine financial needs through strategic questioning to educate and cross-sell CEFCU products while maintaining cash drawer limits and adhering to government regulations. Balance cashier's checks and money orders, manage receptionist duties including telephone etiquette and brochure updates, and complete formal Member Assistant Training modules covering the SAFE Act and identity theft procedures. Maintain proficiency in CEFCU mainframe applications and Microsoft Office tools while working flexible schedules that include required Saturdays.
Required Qualifications
- 0-2 years' customer service experience
- 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
- Must be available for weekend shifts
- Saturdays are required
- A day off during the week is required
- Flexibility in scheduling is required
Desired Qualifications
- 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
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