Member Experience Specialist

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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

• Deliver excellent member experiences by responding to member inquiries in a courteous, professional, and highly accurate manner • Build high value member relationships by actively listening and engaging with members to discover needs and provide positive solutions • Handle complex member requests and work in multiple workgroups • Process financial and account maintenance transactions performed by the Call Center • Proactively engage member interest in Credit Union products and services • Educate members regarding how to reach financial goals and self-serve options • Troubleshoot and resolve member issues

🎯 Requirements

• 2 to 5 years’ call center experience • High school diploma, GED, or equivalent • Ability to write and speak effectively in English using correct spelling and grammar • 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) 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