Member Service Specialist Jobs

Chevron Federal Credit Union is one of the top-run credit unions in the country – and one of the largest, with $4 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:

• Medical, dental, and vision insurance for employees and dependents paid at 80%
• PTO and paid sabbaticals
• Bonus/incentives for all regular employees
• Tuition reimbursement
• 401(k) with 8% company contribution

GENERAL SUMMARY: Lead events to acquire and onboard new members through presentations, and proactive conversations with prospective and current members. Identify member financial needs and provide recommendations utilizing our products and services to serve those needs. Accurately perform branch functions while providing exceptional member experience. Assist members through inbound and/or outbound calls to service their needs and deepen relationships.

This new and exciting role will spend the first 6-12 months cultivating relationships, driving membership acquisition, and hosting business development events with our sponsor in that area. The role is planned to transition into a branch once construction is complete, and may have call center responsibilities based on volumes and business needs.

DUTIES And RESPONSIBILITIES

• Perform daily branch duties and responsibilities as assigned by Manager including servicing ATMs and other branch operations tasks.
• Service members through call center inbound calls and/or proactively outreach to members and prospects and perform follow up activities to deepen relationships.
• Build relationships with external business partners to foster engagement with all employees and prospects.
• Build relationships with members through needs assessment and recommending products and services that serve their financial needs.
• Engage members with mortgage and other internal and external partners to help members with their financial goals.
• Lead business development events to identify sales prospects and follow up on leads to achieve both individual and branch sales targets as assigned.
• Advise members on improving financial health with savings, managing debt, building credit, lending options, digital banking, and marketing campaigns and promotions.
• May be required to become a Notary Public based on the needs of the branch location.
• Assist members with completion of loan applications, inspecting documents for accuracy and thoroughness for stipulations. Reviews loan applications, gathers credit histories and reports, and works with consumer lending to assess credit risks.
• Deliver a consistent and exceptional member experience with every member interaction.
• Assist members with financial transactions including working with cash and checks while adhering to policies and procedures to accurately process transactions, identify and prevent fraud, and balance cash negotiables daily.

Other duties as assigned.

Further Essential Job Functions

• Maintain complete confidentiality of member, employee, and Credit Union information.
• A high percentage of attendance is also an essential function of this position.

Qualification Requirements

EDUCATION and EXPERIENCE:

• Equivalent combination of education and experience may substitute for stated qualifications.
• Minimum 2 years’ branch, call center or other related financial service experience required.
• High school diploma, GED or equivalent. Bachelors degree preferred.

KNOWLEDGE And SKILLS

• Excellent customer service skills.
• Ability to effectively communicate with empathy. Speaks and writes clearly, tactfully, and 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 and Excel. Moderate keyboard skills at 40 wpm.
• Excellent listening skills with the ability to reflectively respond.

PERSONAL ATTRIBUTES And APTITUDES

• Ability to work effectively with others as required by the position.
• Ability to learn quickly and adapt to change; ability to quickly learn specialized applications.
• Initiative and self-direction.
• Impeccably high integrity.
• Ability to efficiently produce a significant volume of high-quality work.
• Willingness to take responsibility for his/her actions and respond promptly.
• Sound problem-solving and decision-making ability, including the ability to prioritize.
• Ability to effectively communicate with people at all levels.

PHYSICAL DEMANDS: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Must be able to speak on the telephone.
• Work involves extensive use of computers, up to eight hours per day. Appropriate visual, dexterity and other physical abilities are required.
• May include occasional pushing, pulling, or carrying objects weighing up to 20 pounds.

Salary And Benefits

Salary is based on qualifications and geographical location. Benefit information can be located on our Careers page here: https://www.chevronfcu.org/about-us/careers

Pay Range: $41,841 - $57,531