
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.
🔥 14 hours ago
🇺🇸 United States – Remote
💵 $54.5k - $94k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
📞 Call Center Representative
🚫👨🎓 No degree required
👻 Ghost score 0%
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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.
• Supervise and monitor daily activities of member support representatives, associates, and specialist agents through the Call Center channel • Lead teams to achieve performance metrics, quality scores, operational soundness, and excellent member experiences • Coach agents on key performance metrics, quality, and member survey scores • Perform deep dives and document findings • Lead outbound Call Center agents who deepen relationships and work opportunities and leads • Provide system overrides, monitor Zoom chat, and respond to agent email requests • Support Outbound Connection Team efforts and coach staff to identify relationship-deepening opportunities • Prepare and lead staff meetings and UKG conversations • Identify coaching, training, and process improvement opportunities by reviewing survey comments, quality monitoring results, and calls • Work with Call Center Operations to implement improvements • Monitor agent availability and call queue performance and adjust coverage • Create and deliver Gallup action plans to engage and motivate staff • Complete performance management documents and keep management and the People Team informed • Ensure systems and applications are functional and report issues to IT or vendors • Communicate Credit Union information and operational changes to staff • Notify the after-hours call center about events, maintenance, and outages • Prepare coaching, performance, and UKG documents and report to the manager • Prioritize, monitor, and redistribute work across Call Center queues to meet deadlines and service-level agreements • Perform opening and closing procedures • Address complaints and report potential issues • Assist the AVP, Call Center Manager, with hiring • Cover supervisor shifts and daily support activities as needed • Complete timesheets, PTO requests, expense reports, invoices, and tracking sheets • Participate in projects affecting Call Center staff or functions • Assume additional responsibility when the Call Center Manager is absent • Perform other duties as assigned
• 2 to 3 years’ related credit union or other financial institution deposit and/or online banking experience as a lead, supervisor, or manager required • Bachelor’s degree preferred • Equivalent combination of education and experience may substitute for stated qualifications • Ability to write and speak effectively in English using correct spelling and grammar • Basic math skills, including computing rates, ratios, and percentages using a 10-key • Proficient in Windows-based applications, including Outlook, Word, and Excel • Moderate keyboard skills at 40 wpm • Excellent customer service skills • Ability to learn quickly and adapt to change • Ability to learn specialized applications and systems quickly • Initiative and self-direction • Ability to communicate and collaborate effectively with people at all levels • Sound problem-solving and decision-making ability, including prioritization • Ability to understand and align with core competencies • Extensive computer use, up to eight hours per day • Appropriate vision, dexterity, and other physical abilities • Ability to occasionally push, pull, or carry objects weighing up to 20 pounds • Must be able to speak and present by telephone and digital communication technologies, including Zoom and Teams • Must be eligible to work in the United States; CFCU participates in E-Verify
• 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 • Call Center Incentive Plan with quarterly, discretionary, performance-based payments capped at 10% of eligible earnings • Reasonable accommodations for individuals with disabilities
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