What are the responsibilities and job description for the Support Specialist position at CEFCU?
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!
Supports a needs-based sales and service culture by living CEFCU's mission, vision and values and Contact Center and corporate balanced scorecards initiatives. Implements Creating Member Loyalty (CML) skills and techniques in order to enhance financial relationships with members and co-workers to achieve personal, Contact Center, and organizational goals. Provides service support for 54 Contact Center Sales and Service Reps. Prepares and mails correspondence and appropriate materials (statements, brochures, checks, Signature Cards, stop payments, automatic transfers, etc.) per member request. Processes special account transactions (Western Union, Certified Mail, Overnight Mail, closed accounts, Declaration of Loss, etc.). Maintains knowledge of, and serves as organizational resource for Western Union Money Transfer services / system. Authorized sender for Western Union Money Transfer Program. Creates and mails Home Loan (Preapproval, Info, Purchase, Construction, Refinance, Modification, rescheduled, and relocked appointments) rate lock / terms / appointment time / locations / interviewer letters for members applying for or inquiring about a Home Loan. Processes corporate returned mail including statements, Inactive Account Acknowledgments and Unclaimed Property letters. Processes record retrieval requests taken by CSRs and journals the appropriate fees collected. Processes Tel-Debits using Goldleaf and journals the payment to the CEFCU loan. Processes Notifications of Change (NOC) on tel-debits. Processes address change requests received through U.S. Postal mail. Processes Verifications of Assets requested by members to be provided to Social Security Administration, Public Aid, Apartment Complexes, Housing Authorities, Elder Care Agencies, Credit Bureau Services, CPAs and other Financial Institutions. Routes / emails all forms from department's daily work to support departments and maintains backup file of completed member requests / department forms. Assembles and mails packets to members for enrollment in Automated Services (CEFCU Debit MasterCard, TTT) and informative mortgage options packets for first time homebuyers. Researches issues with past Western Unions, Tel-debits, and mailed checks. Creates labels for routing envelopes and other frequently mailed items. Provides assistance to CSRs with printers and fax machines. Provides training for Contact Center employees on Support Specialist duties. Meets the required performance expectations.
Core hours : 7 : 30-6 : 00
Required :
- High school diploma or equivalent.
- Demonstrated leadership skills to proactively evaluate situations using available resources and make informed decisions in unusual or escalated circumstances.
- Proven record of excellent judgment and decision-making abilities.
- Strong attention to detail
- Ability to work independently and as a team
- Strong verbal communication skills
Preferred :
Summary Pay Range
The pay range for this position is $16.22 - $19.07.
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)
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 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.
Salary : $16 - $19
