Sheridan Village Member Assistant
$38,605–$45,365 year
On-sitePeoria, Illinois, United States
Job Summary
Process transactions, resolve account issues, and answer member questions using third-party systems for check scanning and transaction verification. Balance Cashier's Checks and Money Orders while managing receptionist duties such as telephone etiquette and brochure updates. Maintain cash drawer limits and ensure compliance with government regulations and CEFCU policies. Achieve performance goals defined in the Member Center and Corporate Balanced Scorecards through strategic questioning and cross-selling financial services. Operate proficiently in CEFCU mainframe applications and third-party systems including Teller Encore, VSoft, and Quick Assist True Checks. Work lobby and drive-up shifts Monday through Saturday, balancing member satisfaction with office duties and teamwork.
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
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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