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!

Assists Financial Advisors in the areas of customer service, 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. Backs-up the Investment Services Support Team as needed.

Required:

• High school diploma or equivalent.
• Maintains FINRA Securities Industry Essentials (SIE) and Series 7 license 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.

Preferred:

• Associate's degree from an accredited university.

• Professional experience in securities and/or insurance industries.

• Experience with Customer Relationship Management (CRM) systems (including Salesforce).

• Knowledge of investment and retirement products.

• 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 pay range for this position is $19.71 - $23.17.

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.