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Job · Peoria, IL · Full time

CA-Member Service Representative I Support

Citizens Equity First Credit Union · Public & Societal Benefit · $499.9M budget · 1,179 staff · Since 1937

Why Citizens Equity First Credit Union

FY2024 · Form 990Its mission and biggest programs, as filed

Improve members' financial well-being through quality services and products.

  • Expansion in california with the opening of the gilroy member center.launched the illinois state university and peoria rivermen branded debit cards, strengthening and enhancing the relationships with these organizations, and offering members the opportunity to show their redbird and rivermen…
  • Continued to provide a wide variety of savings products with low fees and competitive rates. Paid dividends totaling 36% of revenues including a $55 million extraordinary dividend divided between borrowers and savers.
  • Provided a full range of mortgage, consumer, and business loans to members and member owned businesses. Granted nearly $1.7 billion in consumer loans, over $373 million in mortgage loans, and over $70 million to member owned businesses.

Before you apply

FY2024 · Form 990Independent: from IRS data, not the org
Pays its leaders
$244K–$777K
12 officers reported
Fine: from the org's Form 990.
Pt VII · Sec A
Budget
$438.6M
spent in FY2024
Fine: from the org's Form 990.
Pt I · Ln 18
Staff
1,179
employees
Fine: from the org's Form 990.
Pt I · Ln 5–6
Surplus or deficit
+12%
of revenue, FY2024
Looks good: revenue was at least expenses in the latest filing.
Pt I · Ln 19
Cash reserves
24 mo
of spending, in cash and securities
Looks good: 24.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file
IRS status
501(c)(14)
tax-exempt since 2001
Looks good: listed by the IRS.
IRS BMF
Looks goodFineWorth a lookConcernTap a box for the reason.

About the role

The org's own posting, as written

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! Provides staffing support to CA Member Centers due to vacation, illness, leaves and staff turnover. Within established authority level, processes a wide variety of financial transactions and opens new accounts.

Enhances members’ financial well being by determining needs, providing financial education and cross selling members/potential members on CEFCU products and services. Maintains organization viability through goal attainment set forth in member center and corporate balanced scorecards. Exceeds member expectations. Supports other Member Centers in the region as needed for the purposes of cross training and to cover staffing shortages to meet business demands and maintain appropriate service levels.

Provides the highest quality member experience, for both internal and external members.Required: • High school diploma or equivalent is required. • One year of previous customer service experience with cash handling. • Bilingual skills in Spanish are required for some positions. • Must be sales/solutions/service oriented and work well in a production/goal attainment environment Preferred: • One year of customer service experience, including cash handling, preferably with a financial institution.

Summary

Pay Range The anticipated starting pay range for this position is $23.76 - $27.92. This position also includes an hourly shift premium of $0.60. 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, California - Kaiser Permanente HMO) Flexible Spending Plan (Medical Reimbursement Account and Dependent Care Reimbursement Account) Health Savings Account Voluntary Benefits (Accident Plan, Critical Illness Plan, Hospital Indemnity Plan, Identity Theft & Fraud Protection Plan, Legal Plan) Life Insurance Accidental Death & Dismemberment Insurance Disability Benefits Defined Benefit Plan – Pension Defined Contribution Plan – 401K Additional Benefits Employee Assistance Program California Commuter Benefit 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…

Read the full posting

About Citizens Equity First Credit Union

From its Form 990

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