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 un…
Skills: Customer service, Trade execution, Problem resolution, Marketing, Investment operations
The Residential Driver will be responsible for safely, efficiently, and courteously providing waste removal services to customers. The driver will collect solid waste or recyclables on curbside and/or backdoor routes and…
At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives by improving access t…
Skills: Clinical therapy, Behavioral health, Patient care, Clinical excellence, LCPC
Career Area: Technology, Digital and Data Job Description: Your Work Shapes the World at Caterpillar Inc. When you join Caterpillar, you're joining a global team who cares not just about the work we do – but also about e…
Petco Veterinary Services offers relief veterinarians the chance to work in two distinct settings: Vetco Vaccination Clinics and Vetco Total Care full-service veterinary hospitals. In both environments, you'll have the o…
Career Area: Strategy Job Description: Your Work Shapes the World at Caterpillar Inc. When you join Caterpillar, you're joining a global team who cares not just about the work we do – but also about each other. We are th…
Skills: Program management, Project management, Strategic planning, Trade compliance, Governance
Career Area: Technology, Digital and Data Job Description: Your Work Shapes the World at Caterpillar Inc. When you join Caterpillar, you're joining a global team who cares not just about the work we do – but also about e…
Skills: Python, Data pipelines, Software development, CI/CD, Git
About Us We’re not like other insurance companies. From our specialty products to our business model, our culture to our results — we’re different. Different is who we are, and how we work, interact, deliver and succeed …
Skills: Claim Investigation, Coverage Analysis, Liability Evaluation, Reserve Setting, Case Law Knowledge
Job Requisition ID: 57998 Opening Date: 08/11/2026 Closing Date: 08/25/2026 Agency: Department of Children and Family Services Class Title: CHILD WELFARE SPECIALIST - 07218 Working Title: PERMANENCY SPECIALIST (UMP) - PE…
Skills: Casework, Case Management, Child Welfare, Family Preservation, Family Reunification
Lead Data Scientist – Gen AI for Condition Monitoring Analytics
Chicago, Illinois, United States · On-site
$128k–$209k/yr
Senior+$3.5B raised
Career Area: Technology, Digital and Data Job Description: Your Work Shapes the World at Caterpillar Inc. When you join Caterpillar, you're joining a global team who cares not just about the work we do – but also about e…
Skills: Generative AI, Large Language Models, Prompt Engineering, Retrieval-Augmented Generation, Anomaly Detection
The Assistant General Manager will support the General Manager coordinating, directing and planning everyday business operations. The Assistant General Manager is a team builder and helps provide support and direction al…
Career Area: Human Resources Job Description: Your Work Shapes the World at Caterpillar Inc. When you join Caterpillar, you're joining a global team who cares not just about the work we do – but also about each other. We…
Behavioral Health Therapist (LCPC or LCSW) - Peoria, IL
Peoria, Illinois, United States · On-site
$61k–$94k/yr
Mid level
Who is Gateway Foundation? Gateway Foundation, Inc. is a national non-profit dedicated to helping individuals with substance use and mental health disorders. Established in 1968, Gateway provides essential tools and know…
Skills: Mental health counseling, Substance use disorder treatment, Clinical assessment, Treatment planning, Crisis intervention
Shift: Monday through Friday, 8:00 AM - 2:00 PM Are you ready to work making the world a safer, healthier place? Join our mission to continuously move science forward; to innovate and advance all aspects of our business …
Career Area: Technology, Digital and Data Job Description: Your Work Shapes the World at Caterpillar Inc. When you join Caterpillar, you're joining a global team who cares not just about the work we do – but also about e…
Skills: Machine learning, Data analytics, Statistical techniques, Python, NumPy
Who is Gateway Foundation? Gateway Foundation, Inc. is a national non-profit dedicated to helping individuals with substance use and mental health disorders. Established in 1968, Gateway provides essential tools and know…
Skills: Substance use disorder counseling, Mental health counseling, Case management, Treatment planning, Group counseling
Career Area: Supply Chain and Logistics Job Description: Your Work Shapes the World at Caterpillar Inc. When you join Caterpillar, you're joining a global team who cares not just about the work we do – but also about eac…
Skills: Supply Chain Management, S&OP, Inventory Planning, Production Alignment, Forecasting
Position Summary... What you'll do...As a Realty Project Coach, you'll join our Realty Execution team for Walmart US. You will take ownership in delivering store and club remodels, new stores and clubs, and special proje…
Skills: Project management, Construction remodels, Space management, Store design, Team leadership
Overview Center Directors provide clinical oversight for 1 to 2 centers and any associated home, community and school-based services. They actively manage the daily in-center operations of the facility. The work closely …
About GNC Since 1935, GNC has been a global leader in health and wellness innovation, inspiring people to achieve their goals with a trusted and dynamic range of products. As #TeamGNC, we prioritize our consumers, consta…
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
$22/hr–$25/hr
Full-time
high school, bachelor degree
Merit-based raises, Paid time off, Medical coverage, Dental coverage, Vision coverage, Flexible spending plan
Posted 6d ago
~40 hrs/week
Responsibilities
The role assists Financial Advisors with customer service, trade execution, and complex problem resolution to enhance member satisfaction. It also involves performing discount brokerage functions and providing support to the Investment Services team.
Requirements
Candidates must have a high school diploma and 0-2 years of relevant experience, along with specific FINRA and insurance licenses. Proficiency in Microsoft Office and strong communication skills are required, with a preference for a bachelor's degree and CRM experience.
Full job description
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, 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)
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.
Providing quality service and products to improve the financial well-being of members.
Industry
Banking
Company size
501-1,000 employees
Founded
1937
Headquarters
Peoria, Illinois
LinkedIn followers
3,692
CEFCU (Citizens Equity First Credit Union) is a credit union based in Peoria, Illinois.
CEFCU was founded in 1937 as Caterpillar Employees Credit Union (CECU), later switched to a federal credit union charter and the name CEFCU (Caterpillar Employees Federal Credit Union). Upon legally separating from Caterpillar, CEFCU changed its acronym to more accurately reflect membership eligibility; first, to "Construction Equipment Federal Credit Union" and, later, to "Citizens Equity Federal Credit Union."
CEFCU returned to an Illinois state credit union charter in 2000, keeping the acronym CEFCU and maintaining federal deposit ("share") insurance under the National Credit Union Share Insurance Fund. CEFCU membership criteria allow employees of Caterpillar Inc. and Caterpillar dealers, business partners, plus individuals living or working in fourteen central Illinois counties to belong to the credit union.
In 2008, CEFCU acquired Valley Credit Union, located in San Jose, California.
Individuals living or working in the following Illinois counties are eligible for CEFCU membership: Fulton, Knox, Livingston, Logan, McLean, Macon, Marshall, Mason, Peoria, Putnam, Sangamon, Stark, Tazewell, and Woodford. Additionally, individuals who live, work or worship in Santa Clara, Alameda and Contra Costa counties in California are eligible to join CEFCU.
Learn more about our 2025 Extraordinary Dividend at www.cefcu.com/dividend
Offices: 5401 W Dirksen Parkway, Peoria, Illinois 61607, US · 670 Lincoln Avenue, San Jose, CA 95126, US