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Financial Services Representative

1 month ago

Champaign, Illinois, United States CEFCU Full time
Key Responsibilities

As a Financial Services Representative at CEFCU, you will be responsible for providing exceptional member service and support. This includes processing member account transactions, completing forms, resolving account issues, and answering member questions.

You will also be responsible for demonstrating a strong sales and service focus, determining financial needs, and educating members on CEFCU products and services. Additionally, you will be expected to maintain knowledge and efficiency in operating third-party software and systems.

Key skills and qualifications for this role include:

  • High school diploma or equivalent
  • Eligibility to register with the Nationwide Mortgage Licensing System and Registration (NMLS)
  • Ability to acquire and maintain a thorough understanding of Federal and State Regulations governing Financial Institutions
  • Proficient operation and knowledge of CEFCU mainframe applications and third-party systems
  • Basic operation and knowledge of Microsoft Word, Excel, and Outlook

CEFCU is an equal opportunity employer and welcomes applications from diverse candidates.