Washington Member Support Professional

7 days ago


Zephyrhills, Florida, United States CEFCU Full time
Key Responsibilities:

We are seeking a skilled Member Financial Services Specialist to join our team at CEFCU. This role will provide professional, knowledgeable, and caring experiences for our members, ensuring they receive exceptional service and support.

Key Responsibilities:
  1. Process member account transactions, complete forms, and resolve member account problems in a timely and efficient manner.
  2. Demonstrate a strong sales and service focus, educating members on CEFCU and CEFCU Investment Services (CIS) products and services.
  3. Analyze negotiable items, verify routing and account numbers, and ensure check data is successfully sent to the Federal Reserve.
  4. Maintain individual cash drawer limits and balances nightly, ensuring a positive impact on financial performance.
  5. Develop and maintain relationships with members, providing exceptional service and support to meet their financial needs.
Requirements:
  • High school diploma or equivalent.
  • Eligibility to register with the Nationwide Mortgage Licensing System and Registration (NMLS).
  • Acquire and maintain a thorough understanding of all Federal and State Regulations governing Financial Institutions.
  • Basic operation and knowledge of Microsoft Word, Excel, and Outlook.

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