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Senior Member Experience Specialist

Job not on LinkedIn

🔥 6 minutes ago

🇺🇸 United States – Remote

💵 $19 - $32 / hour

⏰ Full Time

🟠 Senior

Where this job comes from

Posted on Chevron Federal Credit Union's careers page, not through a job board

First seen by Remote Rocketship 6 minutes ago

Logo of Chevron Federal Credit Union

Chevron Federal Credit Union

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

• Respond to member and staff inquiries courteously, professionally, and accurately across multiple channels • Conduct proactive outbound calling, video banking, chat, and inbound call center activities • Meet individual and virtual growth targets and identify growth opportunities • Process membership applications and collect initial deposits • Conduct video banking appointments • Guide members to earn more from savings and meet financial goals • Promote products and services, open additional accounts, and make referrals • Provide information and counseling on membership requirements, savings, consumer loans, and Credit Union services • Handle complex requests across Consumer and Real Estate Lending, ATM/Debit Card, Online/Mobile Banking, Foreign Currency, Wires, and Outbound Calls workgroups • Educate members on financial goals, complex procedures, and self-service options • Troubleshoot and resolve member issues within assigned authority; escalate concerns when necessary • Identify member-impacting trends through root cause analysis and recommend improvements to management • Adhere to security, confidentiality, operational, and best-practice protocols • Document member interactions accurately in the CRM system • Complete required security and regulatory training • Maintain current knowledge of emails, knowledgebase, and Intranet content • Develop and mentor other agents • Assist with projects and initiatives

🎯 Requirements

• 5+ years’ branch or call center experience required • High school diploma, GED, or equivalent • 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 basic Windows applications, including Outlook, Word, and Excel • Moderate keyboard skills at 40 wpm • Familiarity with Customer Relationship Management (CRM) and document storage systems • Excellent customer service skills • Ability to learn quickly and adapt to change • Ability to learn specialized applications and systems quickly • High integrity, initiative, and self-direction • Ability to communicate and collaborate with people at all levels • Problem-solving and decision-making ability, including prioritization • Ability to work extensively on computers, up to eight hours per day • Ability to speak and present by telephone and digital communication tools, including Zoom/Teams/video technologies • Ability to speak on the telephone for extended periods and handle high interaction volumes

🏖️ 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 • Call Center Incentive Plan with quarterly, performance-based incentives • Total annual incentive opportunity capped at 10% of eligible earnings • Reasonable accommodations for individuals with disabilities

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