Washington Member Service Representative

Are you ready to make the most of your talents and abilities, while helping others make the most of their finances? Apply to join Team CEFCU! CEFCU member service team members are critical to the success of the credit union. They provide a professional, knowledgeable, and caring

experience:

when members contact us. We are looking for individuals who are personable, articulate, and positive to add to our already awesome team! Demonstrates a strong, needs-based sales and service focus as defined and measured in the Member Center and Corporate Balanced Scorecards and Business Plans.

• Determines financial needs using a high impact questioning strategy, educates, cross-sells, and services members/potential members on CEFCU/CEFCU Investment Services (CIS) products and services.

Opens, transfers, and closes all types of consumer and business products and services.

• Performs all required functions for originating consumer loans, preparing loan documents, and closing consumer loans.
• Maintains knowledge of electronic delivery channels to assist members with servicing questions and problem resolution.
• Supports Marketing initiatives through planning, coordination, and measuring the success of promotions.
• Performs essential Cashier and Member Assistant duties and assists at reception desk.

Maximizes developmental opportunities through lifelong learning. Practices and promotes quality in all

job duties:

including form completion, documentation, security, and compliance with established policies, procedures, and regulations.

• Demonstrates learning agility using functional and technical

skills:

in assisting other positions and performing other tasks as assigned.

• Maintains a member oriented focus and professionally resolves member inquires by assessing each member’s financial needs.

Hours: Monday - Thursday 8:45 a.m. -- 5:15 p.m. Friday 7:45 a.m. -- 5:15 p.m. Saturday 8:45 a.m. -- 1:15 p.m. Note: Core hours may change, and overtime hours may be required to meet business needs. Saturdays are required, with a day off during the week is required. Flexibility in scheduling is required.

Required: High school diploma or equivalent. Must 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 proficiency in CEFCU mainframe applications and third party systems.

• Demonstrated relationship building, sales and servicing

skills:

and a thorough knowledge of CEFCU products and services. Acquire and maintain a thorough understanding of all Federal and State Regulations governing Financial Institutions regulatory and technical knowledge through the successful completion of the formal Member Service Representative Deposit Accounts Training Module within one year, including required continuing

education:

related to the following: NCUA Share Insurance, Regulations DD/Truth-in-Savings Act (TISA), Regulation CC, Regulation E, Bank Secrecy Act (BSA), Check21 Act, U.S. Patriot Act. Acquire and maintain a thorough understanding of all Federal and State Regulations governing Financial Institutions through the successful completion of the formal Member Service Representative Training Loan Interviewing/Documents Module within one year, including required continuing

education:

related to the following: NCUA Lending Regulations, Credit Practices Rule, Regulation B, Regulation Z (Truth in Lending Act – TILA), Fair Credit Reporting Act (FCRA), Home Mortgage Disclosure Act (HMDA). Successful completion of the formal Member Service Representative Training modules – IRA/CESA/HSA - within one year, including required continuing

education:

related to rules, regulations and contribution limits. Successful completion of the formal Member Service Representative Training module - Cashier - within two years, as required. Successful completion of the formal Member Service Representative Training module - Business Services - within two years, including required continuing

education:

related to Regulation GG. Successful completion of Member Assistant Training (MAT) within six months. Preferred: Demonstrated proficiency of Member Assistant position duties and

responsibilities:

including technical knowledge of CEFCU and related third party Systems.

• Demonstrated proficiency of Cashier position duties and

responsibilities:

including technical knowledge of CEFCU and related third party Systems. Thorough understanding of all MSR functions including technical knowledge of teller system transactions. Proven record of excellent judgment and decision-making abilities. Proven relationship building, sales and servicing

skills:

through current applicable department metrics.

• Demonstrated leadership

skills:

to proactively evaluate situations using available resources and make informed decisions in unusual or escalated circumstances. Applicable college courses or commensurate

experience:

Summary Pay Range The pay range for this position is $21.48 - $25.24.

Compensation:

offered may vary based on

skills:

and

experience:

Please note that salary is only one component of total

compensation:

at CEFCU.

Benefits:

Financial Merit-based raises Health and Welfare Generous paid time off (Holiday, Personal or Sick Time, Vacation) Comprehensive Medical, Dental, and Vision coverage (PPO, HDHP) Flexible Spending Plan (Medical Reimbursement Account and Dependent Care Reimbursement Account) Health Savings Account Voluntary

Benefits:

(Accident Plan, Critical Illness Plan, Hospital Indemnity Plan) Life Insurance Accidental Death & Dismemberment Insurance Disability

Benefits:

• Defined Benefit Plan – Pension Defined Contribution Plan – 401K Additional

Benefits:

Employee Assistance Program Tuition reimbursement Career growth through internal job postings Management Development Program: formal mentoring and training Opportunities to help improve and build the CEFCU of tomorrow through process teams Opportunities to personally contribute to corporate financial literacy and community initiatives Casual days to support local charities Employee discounts on entertainment, cell phone plans, theme park tickets, and more On-site fitness center, fitness classes, and wellness program It is CEFCU’s policy and intent to provide equal

opportunity:

to all persons without regard to race, color, religion, political affiliation, sex/gender (including gender expression/identity, pregnancy, childbirth and related medical conditions), marital status, registered domestic partner status, sexual orientation, age, ancestry, national origin, veteran status, disability, medical condition, genetic characteristics, and/or any other basis protected by law.

This policy covers all facets of employment including, but not limited to: recruitment, selection, placement, promotions, transfers, demotions, terminations, training, and

compensation:

Put the "U" in CEFCU We're better, together.

• Helping people is more than a nice idea - it's the reason CEFCU is in business, and why it's a great place to work too.

Are you ready to play your part?