Member Support Representative

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Chevron Federal Credit Union

Site WebLinkedInTous les Emplois

201 - 500 employés

Fondée en 1935

🏦 Banque

💸 Finance

🤝 À but non lucratif

Banking • Finance • Non-profit

La Chevron Federal Credit Union est une coopérative financière à but non lucratif appartenant à ses membres, servant les employés de Chevron, ses partenaires et les communautés éligibles. Elle propose des services bancaires axés sur le consommateur, notamment des comptes courants et d'épargne, des prêts hypothécaires, des prêts auto et personnels, des cartes de crédit, ainsi que des services bancaires numériques/mobiles. La coopérative de crédit met l'accent sur des taux compétitifs, l'accès aux guichets partagés et aux distributeurs automatiques, l'orientation financière, et le soutien aux membres ainsi que des services de relocalisation.

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

🎯 Exigences

• 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.

🏖️ Avantages

• 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