Member Support Representative

🕒 March 28

Apply Now

Find Similar Remote Jobs

Receive Emails For Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Chevron Federal Credit Union

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1935

🏦 Banking

💸 Finance

🤝 Non-profit

Banking • Finance • Non-profit

Chevron Federal Credit Union is a member-owned, nonprofit financial cooperative serving Chevron employees, partners, and eligible communities. It provides consumer-focused banking services including checking and savings accounts, mortgages, auto and personal loans, credit cards, and digital/mobile banking. The credit union emphasizes competitive rates, shared-branch and ATM access, financial guidance, and member-oriented support and relocation services.

📋 Description

• 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 • Maintain complete confidentiality of member, employee, and Credit Union information

🎯 Requirements

• 1 to 2 years’ Call Center, Teller or Retail experience required • High school diploma, GED or equivalent • 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.

🏖️ Benefits

• 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