Why Citizens Equity First Credit Union
FY2024 · Form 990Its mission and biggest programs, as filedImprove 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 orgAbout the role
The org's own posting, as writtenAre 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! Assists Financial Advisors in the areas of customer service, placing trades, complex problem resolution, and marketing to increase member satisfaction and the productivity and efficiency of the CEFCU Investment Services program.
Maintains required licenses and continuing education/training. Performs discount brokerage functions. Backs-up the Investment Services Support Team as needed. Provides the highest quality member experience, for both internal and external members. Hours: Monday - Friday 8:30 a.m. - 5:00 p.m.
Required: • High school diploma or equivalent. • 0-2 years’ administrative assistant or member service experience. • Maintains Illinois Life/Health Insurance license and FINRA Securities Industry Essentials (SIE), Series 7 and Series 66, or Series 7, 63, and 65 or Series 7, 63, and 66 licenses, and be able to complete continuing education/testing requirements as needed to maintain professional licenses. • Computer literacy required including knowledge of Microsoft Word, Excel, PowerPoint, and Outlook. • Excellent interpersonal and communication skills. • Must possess a current, valid driver’s license, an acceptable driving record, and personal vehicle insurance. • Must be fingerprinted and pass FINRA’s background checks. • Must sign Broker-Dealer’s Registered Representative Agreement including non-solicitation clauses. • Sales support experience in investment operations. • Professional experience in securities and/or insurance industries. • Knowledge of investment and retirement products.
Preferred: • Bachelor’s degree from an accredited university. • Experience with Customer Relationship Management (CRM) systems (i.e., Salesforce). • Proven history of meeting or exceeding established sales, referral, and up-sale goals. • Establish community involvement through local events and professional organization. • Fluency in Spanish is a plus.
Summary
Pay Range The anticipated starting pay range for this position is $22.02 - $25.88. The pay range listed represents the anticipated starting range for a successful candidate. Final compensation will be based on factors such as experience, skills, and qualifications. 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…
About Citizens Equity First Credit Union
From its Form 990- Budget $499.9M · Public & Societal Benefit
- Staff 1,179 · founded 1937
- Pays its leaders $244K–$777K (12 reported)
- Open jobs 13 · Jobs at Citizens Equity First Credit Union · Full 990 report