Chevron Federal Credit Union

Member Support Representative

Chevron Federal Credit Union

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $38,728 - $53,251 per year

Job Level

Junior

About the role

  • Answer calls in the general workgroup and provide information to members and potential members on Credit Union membership, products and services.
  • 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 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.
  • Document member interactions accurately and clearly in our Customer Relationship Management system.

Requirements

  • 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.
  • 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.
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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial transactionsaccount maintenancebasic math skillskeyboard skillsmulti-layer authenticationbill payment processingDocuSigncustomer relationship management
Soft Skills
effective writingclear speakingactive listeningtactfulnessproblem-solvingattention to detail
Certifications
high school diplomaGED