Sales Jobs in Boston Remote

European Watch Company is one of the leading destinations for high-end timepieces in the world. Every day, some of the most collectible and important watches pass through our hands.

We are a family business with an amazing culture, and our strong benefits package is reflected in the long tenure of our current team. We are looking for a full-time Watch Specialist to join us at our Boston location (on-site only).

About You

You are someone who genuinely loves watches. Maybe you have worked at a watch dealer, repair shop, auction house, or brand boutique. What matters most is that you have a real passion for horology and some hands-on experience in the watch industry.

Key Responsibilities

- Every day we receive countless watches from the best brands in the world. The watches need to be identified and inputted into our database for processing.

- Collaborate with sales, photography, and operations teams to ensure pieces are properly represented.

- Flag noteworthy pieces, condition concerns, or discrepancies to management

Qualifications

- A genuine passion for watches and horology is required

- Familiarity with major watch brands & references

- Strong attention to detail and a careful, methodical approach to handling valuable timepieces

- College education

- Reliable, professional, and able to work full-time on-site in Boston

What We Offer

- Daily, hands-on access to some of the most important watches in the world.

- A stable, family-run business with an amazing and collaborative team culture.

- A strong benefits package, reflected in the long tenure and loyalty of our staff.

- The opportunity to grow your career with a respected leader in the luxury watch industry.

STAUD Clothing, headquartered in Los Angeles, CA, has an opening for a part-time seasonal Stylist at its Boston store location.

Founded in Los Angeles in 2015 by Sarah Staudinger and George Augusto, Staud stands at the intersection of vintage inspiration and modern design—cool, confident, and deeply tied to culture. From cult-favorite accessories to elevated collaborations with brands like Birkenstock and St. Regis, Staud has built a world that’s distinctly LA yet globally resonant.

Role Overview

The STAUD Stylist acts as a brand ambassador with a passion in going above and beyond to enhance client experience.

Essential Duties

• Provide exceptional customer services and outstanding styling experiences
• Achieve personal and company sales goals
• Build lasting relationships with customers by following up on purchases
• Be an entrepreneur, grow sales through appointment based selling
• Maintain visual merchandising standards on a daily basis
• Assist with the execution of floor sets
• Follow all procedures in the POS systems for ringing up sales
• Assist any back of house tasks

Prerequisite Knowledge, Skills, & Education

• Passion in fashion, styling, and customer service
• Ability to drive personal business and work as a team
• Proven experience in driving sales and meeting sales goals
• Strong clienteling background
• Strong organizational skills and keen eye for detail
• Experience with shipping programs, inventory management, and inventory audits preferred
• Proficiency in Microsoft Office suite (Outlook, Excel, Word, PowerPoint, etc.) with an emphasis in Excel
• Must have a team centric attitude and proactive mindset
• Excellent written and verbal communication skills
• Excellent interpersonal skills
• Ability to multi-task, organize, and prioritize work.

Physical and Mental Requirements

• Standing and sitting for extended periods of time.
• Lifting up to 25 pounds in a safe and prudent manner.
• Ability to easily move throughout an office with ease.
• Ability to read, write, and understand English.
• Ability to effectively interact with others internally and externally.
• Ability to utilize office equipment in a safe and prudent manner, including a copy machine, fax machine, computer, telephone, and other general office equipment that may be used regularly.
• Ability to work with many different personalities.
• Ability to work in a fast-paced environment.
• Correctable vision and hearing.
• Ability to work on-site.

Job Type: Part-Time, Temporary, Non-Exempt

Freelance Sales Director Global Technology Staffing & Remote Workforce

Location: Boston, Massachusetts, United States

Experience: 8+ Years

People Prime is a global talent solutions company specializing in helping organizations build high-performing technology teams through Remote hiring, Staff augmentation, and Offshore delivery models.

Headquartered in India, People Prime connects companies worldwide with highly skilled technology professionals across emerging and advanced digital domains. We enable organizations to scale faster by providing access to a curated network of experienced engineers, AI specialists, data professionals, and technology consultants who can work remotely or as part of distributed global teams.

People Prime focuses on enabling companies to hire high-quality remote technology talent from India, one of the world’s largest and fastest-growing technology talent markets. Through our strong recruitment ecosystem and technical screening process, we provide organizations with access to professionals across a wide range of digital and enterprise technologies.

1. Artificial Intelligence & Machine Learning: Machine Learning Engineers: Generative AI Engineers: Prompt Engineers: Natural Language Processing (NLP) Specialists: Computer Vision Engineers: AI Model Training & Fine-Tuning Experts
2. Data Engineering & Analytics: Data Engineers, Data Architects: Data Scientists: Big Data Specialists, Data Platform Engineers: Analytics & BI Professionals
3. Cloud & DevOps: Cloud Architects (AWS, Azure, GCP): DevOps Engineers: Platform Engineers, Kubernetes Specialists: Infrastructure Automation Experts
4. Software Engineering: Full Stack Developers: Backend Engineers: Frontend Engineers: Mobile Application Developers: Microservices & API Developers
5. Enterprise Platforms: SAP Consultants: Salesforce Experts: ServiceNow Professionals: ERP & Digital Transformation Specialists

Key Responsibilities:

• Identify and acquire new clients seeking technology staffing or remote engineering teams

• Generate opportunities for contract staffing, staff augmentation, and distributed engineering teams

• Develop relationships with technology companies, startups, and enterprise clients

• Present People Prime’s global talent and offshore delivery capabilities

• Build and manage a strong pipeline of staffing opportunities

• Collaborate with delivery and recruitment teams in India to fulfill client requirements

• Negotiate client contracts, rate cards, and service agreements

• Track hiring trends in AI, data engineering, cloud, and software development

Required Qualifications:

• 8+ years’ experience in IT staffing business development or recruitment sales

• Proven track record of generating staffing opportunities and closing new clients

• Strong network within technology companies, startups, or enterprise organizations

• Experience selling staff augmentation or contract staffing services

• Excellent communication, negotiation, and relationship management skills

Preferred Experience:

• Experience selling offshore technology talent or remote engineering teams

• Exposure to hiring in AI, data engineering, cloud, or software development domains

• Understanding of distributed workforce and remote hiring models

Success Metrics:

Success in this role will be measured by:

• New client acquisitions

• Remote staffing requirements generated

• Revenue from staffing engagements

• Successful onboarding of consultants

• Client retention and satisfaction

Performance expectation:

Minimum 4 Contract placements per month

Compensation:

USD 1500 Payable on Every AI/ Technology Contractor Successful onboarding ( Minimum 5 Onboards Expected Every Month )

6% of gross margin for the first 6 months of each engagement

Why Join People Prime:

• Sell high-demand global technology talent solutions

• Work with a scalable offshore delivery model with great cost advantage to clients

• High earning potential with strong commission structure

• Exposure to fast-growing sectors such as AI, cloud, and data engineering

• Opportunity to build long-term partnerships with global technology companies

We are working with an innovative client who is seeking a driven and adaptable Account Executive to join their growing sales team. Our client is a leader in AI-powered technology solutions tailored specifically for the manufacturing sector, helping companies streamline and automate their processes. With over 33,000 manufacturing companies in the U.S. that are ideal for their solution, the potential for market penetration is vast, and they are just getting started.

Financially stable with significant runway for growth.

Opportunity to work closely with the CEO, who is highly collaborative and hands-on.

A culture that promotes autonomy, flexibility, and a chance to shape the role as you grow.

Key Responsibilities:

• Manage inbound leads generated from marketing efforts, events, and trade shows.
• Attend industry trade shows and visit prospects on-site to close deals.
• Handle a quota of $500K-$600K, with deals ranging from $15K-$40K and a sales cycle of up to 4 months.
• Work cross-functionally with the CEO and broader sales team as the company scales.

What They're Looking For:

• Progressive SaaS sales experience
• At least 2 years of closing
• Experience working in smaller, fast-paced environments where adaptability and flexibility are key
• A relatable, down-to-earth personality with the ability to adjust to different customer personas.
• Strong track record of managing and closing sales opportunities
• Experience selling into the manufacturing vertical
• Ability to be in the office 3 days/week in Boston

Compensation:

Base salary between $80-90k base with uncapped commission and OTE year 1 north of $170k

This is an exceptional opportunity for someone who’s ready to be part of a dynamic company poised for significant growth in the AI and manufacturing space. If you’re a self-starter who thrives in an environment of autonomy and innovation, we’d love to hear from you!

*This is a field sales position that requires you to be located and frequently travel to customers sites within the Massachusetts territory.

SUMMARY OF POSITION

Howard Technology Solutions is a rapidly expanding technology solutions provider for the Healthcare, K-12, Higher Education, Government and Commercial markets. HTS is looking for a highly motivated Account Executive to join our team.

The Higher Education Account Executive is responsible for the promotion and sale of technology solutions to Higher Education facilities within a designated territory. In addition to a strong background in technology, this individual will work with customers to determine their business requirements, create solutions and ensure a smooth sales process. This is a “results oriented” position that requires an organized, hardworking, self-driven, and focused individual determined to meet sales quotas.

PRIMARY RESPONSIBILITIES

• Developing relationships with Technology Coordinators, CIOs, Network Administrators and Audio Visual Directors.
• Achieve territory sales quota
• Actively and consistently prospect and develop new business
• Build customer relationships
• Conduct presentations and in-service trainings
• Monthly forecasting
• Plan personal work schedules, prioritizing work tasks and responsibilities
• Complete weekly Sales Productivity Reports
• Daily updates of CRM system

PHYSICAL REQUIREMENTS

• Position requires Account Executive to be located in the specific territory
• Requires willingness to work a flexible schedule (occasional weekend and/or evening work)
• Requires extensive travel within the territory, including overnight travel within the territory

SKILLS/QUALIFICATIONS

• Four-year college degree from an accredited institution is preferred but not mandatory
• Must be able to develop relationships
• Strong desire to be in the technology sales segment
• Corporate level proficiency in MS Word, Excel, PowerPoint, official e-mailing, and computer skills, etc.
• Presentable, courteous and pleasant personality
• Exhibit a sense of urgency
• Hardworking, sincere, honest, dedicated and self-achiever
• Excellent verbal and written communication skills are required

COMPENSATION

• Base Pay + Commission

BENEFITS

• Medical Insurance
• Dental Insurance
• Disability Insurance
• Life Insurance
• 401K Retirement
• Education Reimbursement
• Paid Holidays
• Paid Vacations

Equal Opportunity Employer Vet/Disabled

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