Chevron Federal Credit Union · 1 day ago
Retail Delivery Floater
San Ramon, CA
Full-time
Onsite
Entry Level
$21.79/hr - $29.96/hr
1+ years expChevron Federal Credit Union is one of the top-run credit unions in the country, known for its strong corporate culture that prioritizes work-life balance and employee engagement. The Retail Delivery Floater is responsible for providing professional service in both branch and call center environments, processing transactions, addressing member inquiries, and promoting financial products and services to enhance member relationships.
BankingFinancial ServicesLending
Responsibilities
Perform 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
Keep records of money and negotiable instruments involved in financial transactions, entering transactions into computer
Balance currency, coin, and checks
Process non-monetary mail transactions including deposit verifications, address changes, check orders, statement questions, requests for copies, etc
Process membership applications and collect initial deposits
As needed, remove deposits, count, and balance, and replenish cash in automated teller machines and express drop boxes
Identify member needs by reviewing account data and promote new and additional products and services to enhance members’ financial satisfaction. Complete a member profile questionnaire during member interactions
Identify sales prospects and follow up on leads to adhere to both individual and branch sales targets as assigned
Participate in Business Development events and actively solicit new memberships and promote additional products and services to existing members
Provide information on all Credit Union services, counsel members and prospective members in person or by phone on membership requirements, and provide information on all savings and consumer loan products
Recognize and identify member’s deposit and loan needs demonstrating through understanding of all consumer loan products
Perform daily branch duties and responsibilities as assigned by Manager
Assist with monthly audits and review branch reports as assigned
Assess caller needs and provide information to members and potential members on Credit Union membership, products and services and other pertinent Credit Union information
Handle complex member requests and work in multiple workgroups, including Lending, ATM/Debit Card, Online/Mobile Banking, Foreign Currency, Wires and Outbound Service Calls
Process 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 engage member interest in Credit Union Products and Services. Demonstrate a strong working knowledge and create the opportunity to make referrals or opening additional accounts
Ability to educate members regarding how to reach financial goals, complex procedures, and self-serve options
Trouble-shoot and resolve member issues within assigned authority, using resources available to ensure service level agreements are met. Escalate concerns when necessary to appropriate individuals in a timely manner, serving as the member advocate
Identify trends and system issues impacting members and report to appropriate lines of business and management
Adhere to security and confidentiality protocols, operational procedures, and best practice guidelines
Document member interactions accurately and clearly in our Customer Relationship Management system
Complete required security and regulatory online training modules
Stays current with emails, Knowledgebase, and Intranet content
Train other agents and assist with answering questions on zoom
Maintain complete confidentiality of member, employee, and Credit Union information
A high percentage of attendance is also an essential function of this position
Qualification
Required
1 to 2 years' branch, call center, related financial services or customer service experience required
High school diploma, GED or equivalent
Equivalent combination of education and experience may substitute for stated qualifications
Ability to write effectively in English using correct spelling and grammar
Ability to speak clearly, tactfully, and effectively in English. Ability to effectively communicate empathy
Excellent listening skills with the ability to reflectively respond
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
Impeccably high integrity
Willingness to take responsibility for his/her actions and respond promptly
Ability to learn quickly and adapt to change; ability to quickly learn specialized applications
Initiative and self-direction
Ability to effectively communicate with people at all levels
Ability to work effectively with others as required by the position
Sound problem-solving and decision-making ability, including the ability to prioritize
Ability to efficiently produce a significant volume of high-quality work
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
Must be able to speak on the telephone
Preferred
Financial Services experience preferred
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
Volunteer time off
Tuition reimbursement
Company
Chevron Federal Credit Union
Chevron Federal Credit Union is a financial institution that offers quality products and services to help members achieve financial success.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Becky Bennett
Regional Partnerships Manager - Southeastern USA
Crystal Bergeron
Regional Partnerships Manager
Recent News
Seattle TechFlash
2025-04-22
2025-03-28
EIN Presswire
2025-03-27
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