Member Service Representative

4 days ago


Champaign, Illinois, United States CEFCU Full time
Job Summary

CEFCU is seeking a highly skilled and customer-focused Member Service Representative to join our team. As a key member of our financial services team, you will be responsible for providing exceptional service to our members, answering their questions, and helping them achieve their financial goals.

Key Responsibilities
  • Member Service: Provide professional, knowledgeable, and caring service to members, responding to their inquiries and resolving their issues in a timely and efficient manner.
  • Financial Needs Assessment: Determine members' financial needs and provide personalized solutions to meet those needs, including cross-selling and upselling CEFCU products and services.
  • Transaction Processing: Process member account transactions, complete necessary forms, and maintain accurate records.
  • Problem Resolution: Research and resolve member account problems, answering questions and providing solutions in a professional and courteous manner.
  • Product Knowledge: Develop and maintain a thorough understanding of CEFCU products and services, including their features, benefits, and applications.
  • Team Collaboration: Work collaboratively with other team members to achieve business objectives, share knowledge, and provide support as needed.
Requirements
  • Education: High school diploma or equivalent required.
  • Registration: 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).
  • Training: 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.
  • Technical Skills: Proficient operation and knowledge of CEFCU mainframe applications and third-party systems, as well as basic operation and knowledge of Microsoft Word, Excel, and Outlook.
  • Communication Skills: Excellent communication and interpersonal skills, with the ability to work effectively with members, colleagues, and management.
Preferred Qualifications
  • Relationship Building: Proven record of relationship building, sales, and servicing skills through current applicable department metrics.
  • Product Knowledge: Thorough knowledge of CEFCU products and services.
  • Education: Applicable college courses and/or commensurate experience.


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