Who is CDC Federal Credit Union?

CDC Federal Credit Union is proud of our 60+ years’ heritage and reputation built on a solid foundation in the communities we serve. But, we could not be the strong financial institution we are today without the commitment and dedication of our associates.

In order to attract, hire and retain the “best of the best,” we offer an IDEAL Corporate Culture, where associates are valued and respected, and have the opportunity for individual development through experience, achievement and learning. We work diligently to provide a rewarding, challenging and fun (yes, fun) work environment that individuals want to be a part of.

Our competitive salaries and attractive benefits package demonstrate our commitment and appreciation to our team members.

Who do we want for team members?

CDC Federal Credit Union wants team members who are energetic and passionate about providing exemplary service at all times and at all touch points. Being an exemplary service provider means team members are friendly, courteous, excellent listeners, good communicators, have a thirst for learning, always sharing knowledge, looking for better ways to serve our members, and building professional relationships with our members, one member at a time.

And because it’s important for us to give back to the communities we serve, we encourage associates to participate in charitable organizations, sponsorships and community initiatives through our “Because We Care” program.

WOW, how do I apply?

If you possess our core values of: Respect, Exemplary, Accountability, Leadership, Teamwork, Integrity and Excellent Service please look at our current opportunities below and apply today.

 

POSITION: Contact Center Rep 

PURPOSE: Provide exemplary service while performing assigned functions; ensure our members’ financial needs are being met one member at a time.  Contribute to the achievement of CDC Federal Credit Union’s Strategic Goals by actively working to achieve individual branch and team goals. Consistently exhibit the credit union’s core values.

ESSENTIAL DUTIES & RESPONSIBILITIES:

Operations- 

  • Consistently attain referral goals on monthly and annual basis.
  • Open and close accounts to include owner/signor additions and deletions.
  • Follow Regulation CC guidelines when opening new accounts with check deposits.
  • Disclose new account information based on federal regulations.
  • Request and review identity authentication and Chex information for all new accounts.
  • Process CD account transactions; stop payment requests, wire transfer requests, check order requests, fee reversals, loan payoffs, etc.
  • Explain restrictions and regulations on all products.
  • Ensure strict guidelines are adhered to for ATM and debit card approval.
  • Order ATM debit cards; process reissues and handle ATM debit card disputes and fraud claims.
  • Handle unauthorized/revoked authorization ACH claims.
  • Process check forgery claims.
  • Setup Internet Banking and e-statements.
  • Reset Internet Banking and PAL passwords.
  • Provide rate information on all credit products offered by the credit union.
  • Maintain confidentiality with regard to non-public information about our members and CDC Federal Credit Union.

Sales & Service- 

  • Provide exemplary service to external and internal members at every touch point; following our Exemplary Service Policy.
  • Actively engage in taking a genuine interest in each member’s relationship with the credit union to gain their trust throughout all of their financial life stages.
  • Refer the right credit union products and services that meet member needs; relationship building.
  • Support CDC FCU by using credit union products and services in order to be fully educated and have first-hand knowledge of our offerings.
  • Greet members and associates immediately by name.
  • Genuinely thank members for their membership not their transaction.
  • Ensure all member accounts belong to qualified sponsor groups.

Growth & Development- 

  • At all times, adhere to security guidelines, credit union policies/procedure, moral and ethical principles, and regulatory compliance requirements, i.e., Bank Secrecy Act (BSA), Office of Foreign Asset Control (OFAC) and Anti-Money Laundering (AML) Regulations.
  • Actively participate in all sales meetings and sales promotions.
  • Actively participate in all internal and external training as required.
  • Cross-train in other job-related responsibilities within the department.

Miscellaneous- 

  • Answer telephone by third ring; return voice mail promptly.
  • Respond to emails promptly.
  • Limit documentation errors.
  • Quality check accounts for NSF activity; adhere to policy.
  • Offer a solution or answer to the member or associate; if the answer is no, recommend an alternative.
  • Resolve questions and issues promptly.
  • Recommend process changes for service quality improvement.
  • Handle all other duties as assigned.
  • Understand and respect all security, credit union policies and procedures and federal guidelines at all times.
  • Maintain confidentiality with regard to non-public information about our members, associates and CDC Federal Credit Union.

EDUCATION/KNOWLEDGE/SKILLS & ABILITIES:

  • High School diploma; some college preferred.
  • Previous contact center experience a plus.
  • Customer service oriented personality with high tolerance level.
  • Ability and flexibility to respond in a fast paced and changing environment. 
  • Demonstrate good listening skills; do not interrupt.
  • Sales experience in a similar capacity, preferably in a financial institution.
  • Detail oriented with strong organizational skills.
  • Excellent communication skills, written and verbal.
  • Self-motivated with the ability to work independently with minimal supervision.
  • Proficient in problem solving; able to make sound logical decisions.
  • Regular and predictable attendance.
  • Maintain a professional appearance in accordance with CDC FCU’s dress code.
  • Bondable and have no felony convictions.
  • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function.  Commitment to CDC FCU’s Exemplary Service Standards and Core Values.

 

POSITION: Administrative Assistant for HR & Financial Planner 

PURPOSE:  Provide administrative support to the Financial Planner.  Assist other departments with AA duties (as time permits) as assigned by the Senior Vice President of Human Resources.  Provide exemplary service to credit union members and associates at all times.    

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Financial Planning-  

  • Organize and maintain computer client database for CUNA Advisor Workspace, Investigo, NetX360, Sales Force and Activity Tracker 
  • Set and confirm appointments, answer calls and take messages or direct caller to appropriate contact
  • Make outbound calls to clients as a follow-up to correspondence
  • Handle preparations/organize for seminars and work after houses as needed
  • Organize and maintain client files, to conform to compliance regulations; blotter checks and other incoming/outgoing documents, stock certificates, client contracts, correspondence and advertising
  • Process new paperwork and complete forms for clients, process mail
  • Send client review letters, birthday cards, thank you letters, contracts, Managed Account binders, newsletters and other client mailings
  • Update and maintain lists as new clients are added
  • Order credit union supplies which includes marketing supplies, and supplies for the printer for Financial Planner
  • Keep track of brochure, prospectuses, applications, forms and informational material, for quantity available and for current dates for compliance
  • Follow all policies and procedures which have been established in order to meet compliance requirements of all applicable federal regulations such as Privacy Act, Office of Foreign Assets Control (OFAC), Bank Secrecy Act (BSA), Reg CC and Patriot Act

Miscellaneous-

  • Handle courier responsibilities: mail pickup from the post office and Northlake Complex; deliver mail to campus branches; sort/run mail through the postage meter and dropping off mail at the post office at the end of each day
  • Create and update forms for credit union operations using the full version of Adobe Acrobat to make forms fillable.
  • Handle the Weekly Rates Package
  • Backup Executive Assistant on the credit union board package.
  • Commitment to CDC FCU’s Corporate Culture and Core Values
  • Perform all other duties as assigned.

KNOWLEDGE/EXPERIENCE/SKILLS/ABILITIES:

  • High School diploma; some college preferred
  • Valid driver’s license
  • Professional appearance
  • Friendly personality, courteous, tactful and diplomatic.
  • Calm demeanor
  • Work well with others at all levels; team player
  • Excellent grammar and communication skills; written and verbal
  • Flexible; able to work afterhours at times
  • Strong organizational skills; detail-oriented and a self-starter.
  • Excellent judgment
  • Computer literate; able to learn and adapt to new technologies
  • Strong customer services skills; previous customer service experience a plus
  • Confidential at all times
  • Regular and predictable attendance
  • Bondable and have no felony convictions.
  • Physically capable of performing assigned responsibilities.

 

Please sumbit your resume to resumes@cdcfcu.com. Thank you!

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