Role overview

Qualifications

1 to 2 years of call center, teller, or retail experience.
High school diploma, GED, or equivalent.
Strong English communication skills (writing, speaking, listening) with empathy and professionalism.
Proficiency with Windows-based applications (Outlook, Word, Excel, Zoom) and basic math; familiarity with CRM systems.

Responsibilities

Answer calls and provide information on Credit Union membership, products, and services.
Process basic non-cash financial transactions (share and loan transfers, loan payments, disbursements) and basic account maintenance.
Assist with internet and mobile banking requests, including passwords and security changes, and document interactions in the CRM.
Research member inquiries, escalate issues to ensure service levels, and generate referrals for Credit Union products and services.

Key facts

Remote from: United States
Full time
Junior (1-2 years)
10 - 53K yearly
English

Other skills

Microsoft Word
Microsoft Excel
Typing
Microsoft Outlook
Decision Making
Professionalism
Non-Verbal Communication
Accountability
Adaptability
Active Listening
Interpersonal Communications
Politeness
Teamwork
Personal Integrity
Customer Service
Detail Oriented
Prioritization
Empathy
Problem Solving

About the company

Chevron Federal Credit Union

Banking

Who We Are Chevron Federal Credit Union, established in 1935, is a financially sound and growing organization providing home, auto, and personal loans, checking and savings accounts, top-tier rates, and personalized service to over 130,000 members around the world. We are proud to be a company built by members for members. Headquartered in Concord, California with branches in seven states, CFCU is dedicated to earning trust, developing lifelong relationships, and providing financial guidance. That’s why we are in the top 1% of credit unions in the United States. What We Do With over $4.8 billion in assets, CFCU has established itself as a trusted credit union delivering exceptional value and satisfaction. Our focus is the financial wellness of our members and not selling products. We exist to serve our members’ needs whether they are just starting their financial journeys, recently settled in the United States, need to finance a car or home, or just want to build their savings. We go to bat for our members and get to know their individual needs and preferences, because personalized service is more than just a slogan on the door. At CFCU, every employee can make an impact. We support our employees with generous paid time off, substantial paid parental leave, and sabbaticals. Our positive “can do” culture contributes to the longevity of our employees – some of whom have been with us for over three decades! Why We Do It CFCU is a diverse member-owned, not-for-profit institution founded on the principle of helping members meet their financial goals every day. From scholarships for college applicants to educational lunches for member groups, we are passionate about developing and nurturing financial wellness across the country.

Company details

Company typeSME

IndustryBanking

Company size201 - 500

Links

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Job description

Chevron Federal Credit Union is one of the top-run credit unions in the country – and one of the largest, with $5 billion in assets. Yet our corporate culture is not stuffy: the Team Spirit Committee runs fun activities and charitable events throughout the year, and work-life balance, mutual respect, diversity, and providing a voice for every employee are all important to us. As you might imagine, we provide competitive pay and great benefits, including:

Bonus/incentives for all regular employees
401(k) with 8% company contribution
Medical, dental, and vision insurance for employees and dependents paid at 80%
PTO and paid sabbaticals
Tuition reimbursement

We are currently seeking talented individuals for future opportunities!

GENERAL SUMMARY: Entry level position responsible for delivering excellent member experiences by responding to member inquires in a courteous, professional, and highly accurate manner. Deepens member relationships by actively listening and engaging with members to understand needs and provide positive solutions. Exemplifies the values of our Credit Union, building trust, one member at a time. This role may be perfect for you if you are passionate about helping people, demonstrating exceptional interpersonal skills through patience and empathy.

Essential Job Function

Answer calls in the general workgroup and provide information to members and potential members on Credit Union membership, products and services and other pertinent Credit Union information.
Process basic non-cash financial transactions, such as share and loan transfers, loan payments, loan advances, fee reversals, and check disbursements.
Process basic account maintenance transaction, including but not limited to address changes and other contact information, stop payments, wire transfers, ATM and Debit Cards, and resetting passwords. Send members information and forms via DocuSign.
Handle basic internet and mobile banking requests, including but not limited to password changes, multi-layer authentication changes and bill payment inquiries.
Generate member interest in Credit Union Products and Services, making referrals when appropriate.
Research information to resolve member requests and concerns, working closely with supervisors and other departments. Escalate issues in a timely manner to ensure service level agreements are met.
Track trends and system issues to ensure accurate reporting to appropriate lines of business and management.
Adhere to security and confidentiality protocols, operational procedures, and best practice guidelines.
Document member interactions accurately and clearly in our Customer Relationship Management system.

Perform outbound service calls for afterhours calls and solar loan welcome calls
Complete required security and regulatory online training modules
Stays current with eMails, Knowledgebase, and Intranet content
Perform other duties as assigned by Call Center Manger

FURTHER ESSENTIAL JOB FUNCTIONS

Maintain complete confidentiality of member, employee, and Credit Union information.
A high percentage of attendance is also an essential function of this position.

QUALIFICATION REQUIREMENTS

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION, JOB EXPERIENCE and CERTIFICATION:

1 to 2 years’ Call Center, Teller or Retail experience required.
High school diploma, GED or equivalent.
Equivalent combination of education and experience may substitute for stated qualifications.

KNOWLEDGE and SKILLS:

Ability to write effectively in English using correct spelling and grammar.
Ability to speak clearly, tactfully, and effectively in English, appropriately using empathy, courtesy, and professionalism.
Ability to actively listen to fully capture needs and match sense of urgency.
Basic math skills including the ability to compute rates, ratios, and percentages using a 10-key.
Proficient in the use of basic applications in a Windows-based environment, including Outlook, Word, Excel, and Zoom. Moderate keyboard skills at 40 wpm.
Familiar with Customer Relationship Management (CRM), database and document storage systems.

PERSONAL ATTRIBUTES and APTITUDES:

Impeccably high integrity.
Willingness to take responsibility for his/her actions and respond promptly.
Ability to learn quickly and adapt to change; ability to quickly learn specialized applications.
Initiative and self-direction.
Ability to effectively communicate with people at all levels.
Ability to work effectively with others as required by the position.
Sound problem-solving and decision-making ability, including the ability to prioritize.
Ability to efficiently produce a significant volume of high-quality work.

PHYSICAL DEMANDS: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work involves extensive use of computers, up to eight hours per day. Appropriate visual and dexterity abilities are required.
May include occasional pushing, pulling, or carrying objects weighing up to 20 pounds.
Must be able to speak on the telephone for extensive periods at a time, handling high interaction volumes.

SALARY AND BENEFITS:

Salary is based on qualifications and geographical location (Zone). Benefit information can be located on our Careers page here: https://www.chevronfcu.org/about-us/careers

Zone 1: $38,728 - $53,251

Zone 2: $35,242 - $48,458

Zone 3: $32,776 - $45,066

Zone 4: $31,464 - $43,264

Please note that annual salary ranges are posted for these roles; however, compensation will be paid on an hourly basis, and the ranges displayed are based on 2,080 hours per year.

EQUAL EMPLOYMENT OPPORTUNITY STATEMENT:

Chevron Federal Credit Union (CFCU) is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status. CFCU participates in E-Verify.

If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact us at 800-232-8101 for assistance.

CFCU Is CPRA Compliant for California Employees and Applicants, to review the Notice at Collection, click here. To submit a request, please refer to the Careers page for the CPRA Request Form.

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