Member Assistant
CurrentProvided an exceptional member experience. -Determined member 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.-Served as a front-line member contact responsible for processing member account transactions, completing appropriate forms, resolving member account problems, and answering member questions. -Demonstrated knowledge and efficiency to operate third party software and systems for scanning checks, verifying routing and account numbers, researching transactions, pulling member statements, preloading Mastercard Gift Cards, and ensuring check data is successfully sent to the Federal Reserve. -Analyzes negotiable items and items that require special endorsements. -Complied with government regulations and CEFCU policies and procedures. -Maintains individual cash drawer limits and balances nightly. -Ensured a positive impact on financial performance by attaining balancing, outage, transaction volume, referral, sales, credit and deposit upselling.-Maintained member satisfaction and by presenting a professional image. -Assists the office by performing a variety of duties as assigned and actively participates in teambuilding. -Demonstrated flexibility in scheduling and job duties.
