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Chevron Federal Credit Union · 4 hours ago

Sr. Retail Delivery Floater

Port Arthur, TX

Full-time

Onsite

Mid, Senior Level

$19.97/hr - $27.45/hr

1+ years exp

Chevron Federal Credit Union is one of the top-run credit unions in the country, known for its commitment to work-life balance and employee respect. The Sr. Retail Delivery Floater role involves delivering professional member service in both branch and Call Center environments, handling financial transactions, and promoting Credit Union products and services to enhance member relationships.

BankingFinancial ServicesLending

Diversity & Inclusion

No H1B

Hiring Manager

Amanda Maiken

Responsibilities

Performs general and vault teller functions such as receiving and cashing checks and cash for deposits, examining checks for endorsements, accepting and processing loan payments, cashing checks, and paying out money

Keeps records of money and negotiable instruments involved in financial transactions, entering transactions into computer

Balances currency, coin, and checks

Processes non-monetary mail transactions including deposit verifications, address changes, check orders, statement questions, requests for copies, etc

Processes membership applications and collects initial deposits

As needed, removes deposits and counts, balances, and replenish cash in automated teller machines and express drop boxes

Identifies member needs by reviewing account data and promotes new and additional products and services to enhance members’ financial satisfaction. Completes a member profile questionnaire during member interactions

Identifies sales prospects and follows up on leads to adhere to both individual and branch sales targets as assigned

Participates in Business Development events and actively solicits new memberships and promotes additional products and services to existing members

Provides information on all Credit Union services, counsels members and prospective members in person or by phone on membership requirements and provides information on all savings and consumer loan products

Recognizes and identifies member’s deposit and loan needs demonstrating thorough understanding of all consumer loan products

Interviews loan applicants to obtain personal and financial data and reviews loan applications for completeness

Accurately enters information in loan systems

Reviews and evaluates the member’s credit report. Makes recommendations to loan officers to approve or deny loan requests based on automated loan systems results

Assists in the loan funding process by following Direct Lending Center procedures

Assists in managing the branch within authorized authority and in accordance with practices as set out in policy and procedures

Handles more complex member service functions

Assists with monthly audits and reviews branch reports as assigned

Assesses caller needs and provides information to members and potential members on Credit Union membership, products and services and other pertinent Credit Union information

Handles complex member requests and works in multiple workgroups including Lending, ATM/Debit Card, Online/Mobile Banking, Foreign Currency, Wires, and Outbound Service Calls

Processes all financial and account maintenance transactions performed by the Call Center such as fee reversals, transfers, check disbursements, loan payments, address and contact updates, check orders, stop payments, overdraft protection options, and automatic payment solutions. Proficient in sending information and form requests via secure electronic methods

Proactively engages member interest in Credit Union products and services. Demonstrates a strong working knowledge and creates the opportunity to make referrals or open additional accounts

Educates members regarding how to reach financial goals, complex procedures, and self-serve options

Trouble-shoots and resolves member issues within assigned authority using resources available to ensure service level agreements are met. Escalates concerns when necessary to appropriate individuals in a timely manner, serving as the member advocate

Identifies trends and system issues impacting members and reports to appropriate lines of business and management

Adheres to security and confidentiality protocols, operational procedures, and best practice guidelines

Documents member interactions accurately and clearly in our customer relationship management system

Completes required security and regulatory online training modules

Stays current with emails, knowledgebase, and Intranet content

Trains other agents and assists with answering questions on Zoom

Perform other duties as assigned by Call Center manager

Qualification

Financial services experienceCustomer service skillsBasic math skillsWindows applications proficiencyEffective communicationProblem-solving abilityAdaptabilityInitiative

Required

1 to 2 years' branch, call center, or other related financial service 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 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 customer service skills

Ability to learn quickly and adapt to change; ability to quickly learn specialized applications and systems

Initiative and self-direction

Ability to effectively communicate and collaborate with people at all levels

Sound problem-solving and decision-making ability, including the ability to prioritize

Ability to understand and align with our core competencies through daily projects and tasks

Work involves extensive use of computers, up to eight hours per day

Appropriate vision, dexterity, and other physical abilities are required

May include occasional pushing, pulling, or carrying objects weighing up to 20 pounds

Must be able to speak and present on the telephone and/or through digital means of communication, including but not limited to Zoom/Teams/or other video technologies