Remote Member Experience Specialist | Elevate Solutions

Remote Jobs; United States; Remote; USD 37,000 - 58,000; Full time

Benefits offered by this job

Bonus/incentives for regular employees

401(k) with 8% company contribution

Medical, dental, and vision insurance

PTO and paid sabbaticals

Tuition reimbursement

Job summary

Chevron Federal Credit Union seeks an experienced Call Center professional to deliver excellent member experiences by handling inquiries courteously and accurately. You will assist with membership products, troubleshoot issues, and document interactions in the CRM, while maintaining confidentiality and following security procedures.

The role offers quarterly incentives, benefits, and a path to growth within a national credit union.

Qualifications

• 2 to 5 years' call center experience.
• High school diploma or equivalent.
• Ability to write and speak effectively in English with proper grammar.

Responsibilities

• Assess caller needs and provide information on memberships, products, and services.
• Handle complex member requests across Lending, ATM/Debit, Online Banking, and more.
• Process transactions and updates via secure methods with accuracy.
• Proactively refer members to additional products and services.
• Document interactions clearly in the CRM system.
• Complete required security and regulatory training; stay updated.

Skills

English communication

Active listening

Customer service

Problem solving

CRM familiarity

Windows apps (Outlook/Word/Excel/Zoom)

Security & confidentiality

Basic math & 10-key

Education

High school diploma/GED

Tools

CRM systems

Outlook

Word

Excel

Zoom

Job description

Chevron Federal Credit Union seeks an experienced Call Center professional to deliver excellent member experiences by handling inquiries courteously and accurately. You will assist with membership products, troubleshoot issues, and document interactions in the CRM, while maintaining confidentiality and following security procedures.

The role offers quarterly incentives, benefits, and a path to growth within a national credit union.