Discover Why CFS is Great for Your Career

There are many advantages to working with CFS. We will help you grow your business and enjoy your career while working in an efficient manner with expert resources and people who support your success.

Our Programs


dataVISION is a state-of-the-art client contact database, account aggregator and paperless trading platform that makes it easy for you to track your clients' holdings, meet compliance regulations and do your job efficiently.


Home office Support

Friendly, professional, knowledgeable and responsive support from the CFS home office makes your job easier and more fun to do!


Our Home Office

The CFS home office is a fun, creative and professional place to work. We are committed to providing excellent customer service, cutting edge technology and smart solutions to our credit union programs.

  • Entrepreneurial environment: Employee innovation and involvement are encouraged.
  • Creative: We welcome new ideas and recommendations for improvement.
  • Dynamic: We seek highly energized individuals who are ready to join a fast-paced,  industry-leading financial services organization.
  • Fun: We get along well and enjoy each others' company while working and at many  company-sponsored activities!

We Believe in a Balanced Lifestyle

CFS believes in promoting healthy lifestyle choices and assisting our employees to achieve a Balanced Lifestyle. Our Balanced Lifestyle Program is voluntary; however, achieving a certain level of involvement results in a medical insurance premium discount.

Program includes company paid annual biometric screenings and health risk assessments, monthly challenges and/or activities, free webinars, articles and tools to achieve balance. All employees are provided with a guide about the program upon hire.

Helping Employees Live Life Better!