Sales Jobs in Bethlehem Remote

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

Responsible for identifying, developing, and securing new commercial banking relationships as well as for building the Community Bank brand and enhancing its reputation within the Lehigh Valley, Pennsylvania. This role focuses on driving revenue growth through strategic client acquisition and market expansion. Additionally, the Commercial Market Executive will assist as needed with building relationships in the government sector and will at all times be an actively engaged member of the local community.

Key Responsibilities:

Leadership & Team Management:

• Lead, mentor, and develop a team of relationship managers and support staff to achieve performance goals.
• Set clear objectives, provide ongoing coaching, and foster professional development to ensure team success.
• Promote a collaborative, high-performance culture with a focus on client satisfaction and revenue growth.
• Conduct regular performance evaluations and ensure compliance with company policies and regulatory standards.

Client Acquisition & Relationship Building:

• With direction from the Regional President and local commercial banking team, identify and pursue new business opportunities within the commercial banking sector.
• Develop and maintain strong relationships with business owners, CFOs, and other key decision-makers.
• Together with the local team, conduct client meetings, presentations, and financial needs assessments.
• Together with the local team, resolve complex client issues and ensure high satisfaction levels.
• Market Intelligence and Strategic Sales Execution:
• Together with the Regional President and local leadership team, develop and execute regional business strategies aligned with corporate goals in order to grow the Bank's commercial loan portfolio and deposit base within the Lehigh Valley market.
• Collaborate with relationship managers and product specialists to structure and deliver customized solutions.
• Together with the local team, maintain a robust pipeline of qualified prospects and track progress.
• Monitor industry trends, competitor activity, and regional economic conditions.
• Identify market opportunities and lead regional expansion initiatives.

Community Involvement:

• Enhance the Bank's visibility and reputation through community engagement and marketing.
• Represent the company in regional business and community events and networking opportunities.
• Foster a positive impact on the community through engagement and leadership, including actively participating in community service and volunteer activities and serving on local boards and committees.
• Assistance with Government Sector Relationships:
• Support efforts to establish and strengthen relationships with local government entities, agencies, public service organizations, and schools.
• Collaborate with internal teams to address the needs of municipal clients and prospects.
• Stay informed about government policies and initiatives that may impact the Bank.

Collaboration & Teamwork:

• Support cross-sell initiatives across business lines including treasury management, lending, and capital markets.

• Bachelor's degree (MBA preferred).
• 10+ years of experience in commercial banking, financial services, economic development, government, or a related field.
• Working knowledge of commercial lending and financial analysis.
• Strong networking and relationship-building skills.
• Excellent communication, negotiation, and presentation skills.
• Commitment to community service and involvement.
• All applicants must be 18 years of age or older.

Preferred Skills:

• Leadership and team development
• Experience interfacing with Lehigh Valley based middle-market or large corporate clients; local government, municipal organizations, and schools; and local not-for-profit organizations.
• Basic familiarity with Excel, Microsoft word, and AI tools (e.g., ChatGPT).

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

POSITION SUMMARY

• Barker & Barker Paving is a leading commercial, industrial, and municipal paving contractor serving Eastern Pennsylvania. With a strong reputation for execution, accountability, and quality workmanship, we operate a modern fleet of milling, paving, and compaction equipment and perform projects ranging from asphalt maintenance programs to full-depth reconstruction and municipal roadway work. Our clients include property management firms, developers, industrial facilities, and local government agencies. We are a financially stable, growth-focused company seeking high-performing professionals who want to build long-term careers and make a measurable impact.

POSITION OVERVIEW

• We are seeking a driven and accountable Outside Sales & Estimating Representative to expand our Asphalt Maintenance and Commercial Paving Division. This role combines business development, estimating, and closing responsibility. The ideal candidate is comfortable prospecting, walking job sites, building scopes of work, pricing projects independently, and managing opportunities from initial contact through contract award.

KEY RESPONSIBILITIES

• Generate new business through cold outreach, networking, and referrals
• Build relationships with property managers, facility managers, industrial and retail facilities,
• HOAs, commercial developers, and municipalities
• Conduct on-site pavement evaluations
• Develop scopes of work and perform quantity take-offs
• Prepare accurate and competitive estimates independently
• Respond to RFPs and municipal bid opportunities
• Present proposals and close projects
• Maintain organized pipeline tracking using CRM systems
• Ensure smooth project handoff to operations

QUALIFICATIONS

• Proven ability to build and grow a book of business
• Experience preparing estimates and pricing construction or maintenance work
• Strong self-starter with disciplined time management
• Ability to evaluate site conditions and develop scopes independently
• Strong communication and follow-up skills
• Comfortable working both in the field and in an office setting

COMPENSATION & BENEFITS

• Competitive Salary
• Performance-Based Bonus
• Vehicle Allowance
• Company Phone & Laptop
• 401(k) with Employer Match
• Health, Dental & Vision Insurance
• Paid Time Off & Paid Holidays

Work Location: In person

Sales/Account Manager – Medical & Retail Channels

Company Overview

Our client is a growing medical and consumer healthcare company specializing in hot/cold therapy and related wellness products. We serve both medical and retail markets with branded and private label solutions. As we expand our footprint, we are seeking an experienced, relationship-driven Sales/Account Manager who can immediately impact growth through existing industry connections and proven sales execution.

Position Overview

This role is ideal for a senior B2B sales professional who brings existing relationships within medical distribution, healthcare supply, and retail buying organizations. The successful candidate will drive new business across medical and retail channels, manage key accounts, and expand both branded and private-label product programs. Experience selling into medical procurement teams and retail buyers/category managers is

essential.

Key Responsibilities

Business Development

• Identify, qualify, and acquire new B2B customers across medical and retail channels

• Leverage existing industry relationships to accelerate sales with:

o Medical distributors (e.g., Cardinal Health, McKesson, Medline, Henry Schein, Owens & Minor)

o DME suppliers and healthcare supply companies

o Group Purchasing Organizations (GPOs)

o Pharmacy groups and online B2B sellers

• Expand revenue across both branded and private-label product lines

• Conduct proactive outreach, travel to key accounts, and represent the client at industry trade shows and events

Account Management

• Grow and manage existing customer relationships through strategic planning and consistent communication

• Present new products, pricing updates, seasonal programs, and line extensions

• Coordinate with internal teams to ensure accurate forecasts, smooth order execution, and strong customer satisfaction

Medical Sales Focus

• Build and maintain relationships with medical distributors, DME suppliers, healthcare catalog buyers, and OTC category leaders

• Understand key considerations for OTC medical devices, including claims, packaging, and regulatory basics (training provided)

• Support private-label medical development timelines and customer-specific requirements

Retail Sales Focus

• Present product programs to retail buyers and category managers across mass, drug, grocery, hardware, specialty, and private-label retail

• Navigate category reviews, competitive landscapes, and retail buying cycles

• Provide merchandising insights, sell-through analysis, and program recommendations

Pipeline Management & Reporting

• Maintain an accurate and well-organized sales pipeline within the CRM

• Deliver weekly, monthly, and quarterly sales forecasts and performance updates

• Work cross-functionally with operations, marketing, product development, and supply chain teams

Qualifications

• 5+ years of B2B sales experience (required)

• Proven success selling into medical distributors, healthcare supply companies, or OTC medical channels

• Experience selling into retail environments (drug, mass, grocery, specialty) strongly preferred

• Demonstrated ability to meet or exceed revenue targets

• Strong presentation, negotiation, and relationship-building skills

• Ability to manage multiple product lines and customer types in a fast-paced environment

Bonus Skills & Experience

• Private-label sales experience in medical and/or retail channels

• Knowledge of FDA Class I and Class II product categories (helpful, not required)

• Existing relationships with distributor buyers, retail buyers, or manufacturer reps

• Strong analytical skills for forecasting, pricing strategy, and sell-through analysis

Job description

About the job

Travel: Regional within assigned territory

Reports to: Director of Sales

Cody Drug is a rapidly growing, Texas-rooted compounding pharmacy licensed in 17 states and expanding. We are known for the fastest sterile turnaround times and a culture built on customer-centered service. We are seeking an energetic and driven Field Sales Representative to join our team in a few key markets. This role is focused on building new provider relationships, driving sales of sterile and non-sterile compounds, and contributing to Cody Drug’s continued growth.

Role & Responsibilities:

• Prospect, develop, and manage relationships with providers, including primary care, wellness centers, anti-aging clinics, weight-loss clinics, dermatology practices, med spas, and concierge medicine providers.
• Drive new business and expand Cody Drug’s presence in the regional market.
• Meet and exceed individual sales targets, contributing to regional and company growth objectives.
• Leverage Cody Drug’s competitive advantages to shorten sales cycles and maximize provider satisfaction.
• Maintain accurate CRM records and market intelligence to support data-driven sales strategies.
• Work closely with Account Managers to maintain smooth sales hand-offs and seamless customer service throughout the sales cycle.
• Collaborate with operations and leadership to align sales efforts with service delivery excellence.

Qualifications:

• 2–4 years of field sales experience, preferably in pharmaceutical or healthcare services.
• Established book of transferable business
• Experience in compounding or specialty pharmacy sales is preferred but not required.
• Strong relationship-building and communication skills.
• Self-starter with a hunter mentality and proven track record of exceeding sales goals.
• Ability to travel regularly within the dedicated sales region.

**Spanish speaking is a plus

Compensation & Benefits:

• Competitive base salary
• Uncapped commission
• Medical, Dental, and Vision insurance
• Leave: 14 days/year
• Expenses: Travel expenses fully reimbursed

Industry

• Retail Pharmacies

Employment Type

Full-time

Ann Grogan & Associates, has been a leader in executive recruiting since 1981. Today Ann Grogan & Associates is recognized as a leading source for healthcare, sales, and executive positions in a number of verticals. Our office is highly professional and productive that ignites and supports a collaborative culture.

Are you a dynamic and results-driven individual with a passion for connecting with people and driving business growth? Do you thrive in a fast-paced, collaborative environment where your efforts are recognized and rewarded? If so, we have an exciting opportunity for you to join our team as an inside B2B Sales Representative. If you're ready to make a positive impact in the community while making a very nice impact in your personal earnings

About The Client:

Our firm is a leading and rapidly expanding Business Process Outsourcing (BPO) company dedicated to delivering exceptional services to businesses throughout the country. Our team of top-tier talent specializes in marketing, technical support, sales, research, and general support, helping our clients achieve their goals and succeed in their industries. Our firm focuses on interviewing 100 candidates to find just two to present for a client interview - we focus on quality and long-term partnerships with each of our prestigious clients.

Job Overview:

As a B2B Sales Representative, you will be an integral part of our growth strategy, responsible for establishing and nurturing relationships with potential clients. Your primary objective will be to drive revenue growth by setting up appointments and closing business deals that align with our clients' needs and objectives.

Responsibilities:

• Proactively reach out to potential clients through various channels, including cold calling, social platforms, emails, and networking events.
• Listen attentively to clients' needs and challenges, understanding their requirements to tailor the most suitable BPO solution that supports their long-term vision.
• Present and articulate the value proposition of our services with enthusiasm and professionalism.
• Schedule and conduct appointments with key decision-makers, demonstrating excellent interpersonal and presentation skills.
• Collaborate closely with the internal teams to ensure smooth onboarding and exceptional service delivery to clients.
• Meet and exceed sales targets, contributing significantly to the overall revenue growth of the company.
• Keep abreast of industry trends, competition, and market dynamics to position us as an industry leader.
• Maintain accurate and up-to-date records of sales activities and client interactions in our CRM system.

Join Our Team:

If you are passionate about making a difference and eager to contribute to the success of businesses nationwide, we'd love to hear from you. Take the next step in your career journey and become a key player in our growing team. Apply now and let's create success together!

• Proven track record of success in sales or business development, preferably in the BPO industry or related B2B services.
• Exceptional communication and negotiation skills, with the ability to build rapport quickly.
• Positive and energetic attitude, self-motivated, and target-oriented.
• Ability to adapt and thrive in a dynamic, fast-paced environment.
• Strong organizational skills and attention to detail.
• Bachelor's degree in Business, Marketing, or a related field is preferred.

• Competitive Commission Structure and performance-based incentives.
• Comprehensive health, dental, and vision insurance plans.
• 401(k) retirement plan with company match.
• Paid time off and holidays.
• Ongoing training and professional development opportunities.
• A supportive and collaborative work environment that values teamwork and creativity.

The Remote Sales Representative, Urology will work closely with the Remote Sales and Urology Management Teams to meet goals and objectives by covering all sales functions in an assigned territory: forecasts, solicits, secures, and enters sales orders from potential and existing customers. This position will be responsible for selling the complete line of RUSCH Brand Urology products (Coated and Uncoated Intermittent Catheters, Tiemann Catheters, Foleys, Collection Bags, etc.) to Distributors, Providers, Hospitals and Homecare Agencies.

Develop and maintain an in-depth profile of each account to include customer preferences, competitive products and field intelligence, market activity, important contact/decision makers, customer feedback, and attendees in-serviced. Planning effectively to maximize time in the field when indicated. Leverage existing customer relationships and create additional opportunities by building, developing, and maintaining new customer relationships. Generate sales in a territory by designing selling strategies based on territory/segment characteristics. Manage entire sales cycle to include qualification of leads, needs/opportunity assessment, request for proposal (RFP), close of sale and all post-sales support. Professionally communicate (verbally and written) with customers while providing accurate and timely processing of their purchase orders; order status and tracking updates; as well as providing required order related documents (order confirmations; shipping notifications; and or invoices). Educate customers on products, procedures, and industry trends through use of our clinical education program. The incumbent will learn and use business analytic tools and territory knowledge to conduct strategic territory management business plans. Demonstrate a high level of proficiency with TFX continuous education program through competency assessment and competitive offerings utilizing the technology tools that are available. Responsible for purchase order processing, including necessary steps to identify customer accounts; verify credit status; pricing, and inventory levels. Estimates date of delivery to customer, based on knowledge of production and delivery schedules Overcomes technical and business objections of prospective customers. Enters new customer data and other sales data for customers into computer database. Consistently update customer database ( ) and communicate those updates to Sales Training Manager. Handle inbound and outbound calls, emails related to the product ordering process. Occasional travel to attend trade shows or field visit with customers. Maintain Teleflex and its Anesthesia & Emergency Medicine product competencies. Exhibit understanding of Teleflex Anesthesia and Emergency Medicine Competition in the market segments.

Adhere to and ensure the compliance of Teleflex's Code of Ethics, all Company policies, rules, procedures, and housekeeping standards.

Bachelor's degree (BA/BS) from four-year college or university with emphasis in Science/ Business desired; or equivalent combination of education and experience. Three (3) years remote sales or related experience and/or training; or equivalent combination of education and experience. Experience using value selling or target account selling methodology preferred. Prior skills and/or core competencies for this position include: o Sales quota achievement o Embodies core values o Strategic planning / selling skills / territory administration o Medical industry knowledge / acumen / competitor knowledge

Intermediate level of computer skills when dealing with the use of CRM systems ( ). Advanced level of proficiency with computer skills (MS Office, Word, Excel and PowerPoint). Strong telephone communications skills with strong closing skills. Ability to effectively communicate both verbally and through writing with a variety of call points with the pre-hospital and acute care hospital market. Ability to deal with various customer types and overcomes technical and business objections of prospective customers. Clinically knowledgeable with a strong history of utilizing basic A&P and clinical resources as a major part of driving a sale forward. Demonstrated knowledge of medical device industry. Exceptional verbal, written and organizational and presentation skills. Ability to work effectively with teams, work in a dynamic environment and quickly adapt to new corporate objectives. Ability to handle multi-task in fast paced environment without direct supervision. Ability to read and interpret documents such as safety rules, operating instructions, and procedure manuals. Strong analytical skills and a sound business acumen. Full clean driving license.

TRAVEL REQUIRED: 10-15 %

Award-winning, inclusive, top workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Advisor Manager at MMA.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).

As our Yacht Client Advisor Manager, you'll be at the helm of a dynamic team, guiding client advisory efforts and ensuring our clients receive top-notch service. You'll keep a pulse on client satisfaction, proactively delivering solutions that meet their needs. Collaboration is key, so you'll work closely with our sales team to assign client advisors and manage smooth transitions. Working collaboratively with various business units, you'll promote a OnePCS mindset and build strong relationships across the organization. Building and nurturing relationships with Centers of Influence (COIs) will be a priority, as these connections can enhance our service offerings.

You'll also take charge of forecasting and conducting performance reviews, addressing any underperformance to keep the team on track. Managing relationships with local and regional carriers is essential, and you'll stay informed about contract changes and underwriting guidelines to ensure compliance with regulatory requirements while overseeing the audit process. Your role will involve handling client communications and presentations, as well as participating in hiring and interviewing processes to bring in the best talent. You'll analyze workload and manage resources effectively, conducting regular staff meetings and one-on-ones to foster development.

For larger clients, you'll participate in advisory reviews and assist in resolving complex client or underwriting issues. Your focus will be on colleague development, training, and succession planning, ensuring our team is well-prepared for the future. You'll monitor key performance indicators (KPIs) to deliver solid financial results and develop business plans that set clear goals for referrals, new business, and cross-selling opportunities for Client Advisors. Additionally, you'll manage reporting requirements on a weekly, monthly, and quarterly basis while leading a hybrid workforce. Embracing change and adapting as needed, you'll reinforce the Marsh McLennan Agency Private Client Service vision and communicate effectively to provide clear and consistent leadership during transitions.

We'd love to meet you if your professional track record includes these skills:

• Yacht insurance experience required
• Personal lines insurance experience with High-Net-Worth clientele
• Property & Casualty (P&C) License
• Client service orientation with balance on managing expectations
• Ability to travel for client and company meetings as needed
• 5+ years experience managing individuals and team goals preferred
• 3-5+ years yacht insurance background required with client facing experience
• Demonstrate an understanding of cultivating opportunities from within their client's centers of influence

We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.

We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.

Some benefits included in this role are:

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid work if near an office; or fully remote on the East Coast
• Charitable contribution match programs
• Stock purchase opportunities

We embrace a culture that celebrates and promotes the many backgrounds, heritages, and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

The applicable base salary range for this role is $81,270 to $151,620. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Job Description

A Real Estate Agent is an integral part of a real estate transaction. They represent their clients by getting to know their preferences, representing them during negotiations, and helping them every step of the way in completing a real estate sale. The real estate market is an exciting industry that is always changing, and we are searching for creative, dynamic real estate agents who are eager to apply their creativity to the buying and selling of homes.

The ideal candidate for the Real Estate Agent position is a fast learner who wants to develop creative ideas to help clients buy or sell their home. Ideally, you have experience in sales, marketing or customer service and thrive in fast-paced environments. There is a great deal of independence in real estate, so if you are self-motivated and enjoy a flexible work schedule, this Real Estate Agent position could be a great fit for you.

Real Estate Agents are compensated whenever they make a transaction. Whenever you close a sale, you earn a competitive portion of the revenue. The more transactions you make, the more income you earn. It is not uncommon for Real Estate Agents to earn more than $100,000 each year, although it can take a couple of years to hit that mark as you establish a portfolio of clients.

Regulatory Notice: While a real estate license is not required to apply, you must obtain a real estate license before officially being hired. To earn a real estate license you will need to complete real estate classes (online or in-person) offered by an accredited learning institution and pass a state licensing exam. To learn more about the real estate licensing process, apply now and our recruiting team will provide additional details.

Job Responsibilities

As a Real Estate Agent, you will...

* Advise clients on how to price their home and get it ready for sale

* Keep informed on the local real estate market and keep track of comparable home sales within your clients' communities

* Organize home tours and open houses

* Market your real estate agent services to the local community

* Advocate for clients during sales negotiations and when creating home transaction contracts

* Craft creative marketing strategies to help clients sell their home

* Follow up with clients after their transaction

* Network and pursue referrals and nurture a roster of clients

As a broker, we will...

* Coach you through the licensing process for becoming a real estate agent

* Provide you with training and support for best practices within our local real estate market so you can thrive in the real estate market

* Offer you a flexible schedule so you can have a healthy work/life balance

* Give you a competitive commission rate to offer you financial security

About Berkshire Hathaway HomeServices NE Properties

Berkshire Hathaway HomeServices New England and Westchester Properties is a leading real estate brokerage firm with over 1,500 real estate agents in Connecticut, Rhode Island, and Westchester County. We are the premiere real estate firm in the Northeast. Whether residential, commercial, corporate relocation, equestrian or waterfront living, our company and agents are local market experts committed to providing exceptional service to our clients.

Working Here

At Berkshire Hathaway HomeServices New England, New York and Westchester Properties, we are passionate about what we do and strive to be the best real estate service provider in the Northeast. It is our commitment to offer the best support, tools, programs and technology to our Sales Executives, enabling you to provide outstanding service to your clients and build your business. Our core values, service philosophy, innovative technology and most importantly, our people, are what make us the leader in the areas we serve.

Our Equal Opportunity Promise

We are committed to fair hiring practices and operate as an equal opportunity employer. We do not discriminate on the basis of race, sexual orientation, age, marital status, religion, or nation of origin. We pride ourselves as being exceptional leaders and members of our community and we're committed to treating all our potential employees with the same level of care and respect.

Industry

Real Estate Qualities

Chevron Federal Credit Union is one of the top-run credit unions in the country and one of the largest, with $5 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:

• 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

General Summary Works alternately in two member service environments, branch and Call Center, to deliver highly accurate, consistent, friendly, and professional service. Responsible for processing financial transactions, responding to inquiries, fulfilling requests, and troubleshooting concerns. Determines member needs and recommends products and services by having conversations to deepen member relationships. Effectively and accurately utilize Credit Union's systems and resources.

Position Duties & Functions

• 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, counts and balances, and replenishes 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 through understanding of all consumer loan products.
• Performs daily branch duties and responsibilities as assigned by manager.
• Assists with monthly audits and reviews branch reports as assigned.

Core Call Center Functions

• 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 opens additional accounts.
• Educates members on 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.

Other Call Center Functions

• 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.
• Performs other duties as assigned by Call Center manager.
• Other duties as assigned.

Position Requirements

Experience and Education

• 1 - 2 years' branch, call center, or 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.

Knowledge and Skills

• Ability to write and speak effectively in English using correct spelling and grammar.
• 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.

Competencies

• 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:

Physical Demands

• 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.

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Salary and Benefits:

Salary is based on qualifications and geographical location (Zone). Benefit information can be located on our Careers page here: Range: $18.30 - $25.17 per hour

Equal Employment Opportunity Statement:

Chevron Federal Credit Union (CFCU) is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status. CFCU participates in E-Verify.

If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact us at 8 for assistance.

CFCU Is CPRA Compliant for California Employees and Applicants, to review the Notice at Collection, click