Chevron Federal Credit Union is one of the top-run credit unions in the country and one of the largest, with over $3 billion in assets. Yet our corporate culture is not stuffy: the Team Spirit Committee runs fun activities and charitable events throughout the year, and work-life balance, mutual respect, diversity, and providing a voice for every employee are all important to us. As you might imagine, we provide competitive pay and great benefits, including:
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
Work Hours: Part-Time 25 hours/week, including Saturdays
GENERAL SUMMARY: Answer incoming calls from members with the goal of providing accurate and professional member service. Determine member needs, respond to member inquiries, fulfill member requests, prepare and process transactions, open and maintain sub-accounts, troubleshoot online and mobile banking issues and cross-sell additional products and services.
DUTIES AND RESPONSIBILITIES:
Assess caller needs and provide information to members and potential members on Credit Union membership and products and services.
Research information to resolve member requests and issues, escalating when necessary and in a timely manner.
Process non-cash financial transactions, including but not limited to deposits, withdrawals, transfers, loan payments, check disbursements.
Process member requests for services and account maintenance, including but not limited to address changes, ATM/debit cards, open and maintain sub-shares, share and loan transfers, overdraft protection, stop payments, check ordering, ACH, statement and check copies, and deposit verifications.
Other duties as assigned
QUALIFICATION REQUIREMENTS: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION AND EXPERIENCE:
High school diploma, general education degree (GED) or equivalent required.
One year Call Center or Customer Service experience required, preferably in the financial services industry.
Bilingual in Spanish preferred
Ability to speak clearly, tactfully, and effectively to members, volunteers, and employees at all levels.
Proficient in the use of basic applications in a Windows-based environment, including Outlook.
Moderate keyboard skills at 40 wpm and 10-key by touch.
Excellent customer service skills.
Work involves extensive use of computers, up to eight hours per day. Must be able to effectively use a computer for this period of time, including reading information on a computer screen and using a keyboard to enter information on multiple systems
May include occasional pushing, pulling, or carrying objects weighing up to 10 pounds such as a laptop computer.
Work requires finger dexterity and eye-hand coordination to operate computer keyboard at a proficient skill level.
Must be able to hear and speak on the telephone for up to eight hours per day.
We welcome all qualified applicants and pride ourselves on our diversity. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions of the position.
Chevron Federal Credit Union