CEFCU

Assistant

• Rotates to different Member Centers and departments to meet intermittent staffing needs.
• Demonstrates a strong, needs-based sales and service focus as defined and measured in the Member Center and Corporate Balanced Scorecards.
• Determines financial needs through a strategic questioning approach, educating and cross-selling CEFCU/CEFCU Investment Services (CIS)/CEFCU Financial Services (CFS) products and services to members as well as utilizing Creating Member Loyalty (CML) skills.
• Responsibilities include processing transactions, resolving account issues, and answering member questions, while using third-party systems for check scanning and transaction verification.
• The position requires compliance with government regulations and CEFCU policies, maintaining cash drawer limits, and achieving performance goals.
• Additionally, the role emphasizes member satisfaction, promoting a professional image, teamwork, flexibility in scheduling, and contributing to office duties.
• Provides the highest quality member experience, for both internal and external members.

Member Assistant Support