Sales Jobs in Jackson Ms Remote

Atlas Roofing Shingles, Underlayments & Ventilation - a Division of Atlas Roofing Corporation - is an industry leader that develops, sells, and manufactures a full line of high-performance residential roof shingles, underlayments, and accessories systems and products. Atlas Roofing Shingles, Underlayments, & Ventilation offers innovative, quality, and unmatched roofing and construction materials for homeowners, contractors, builders, and distributors.

Atlas Roofing Shingles, Underlayments & Ventilation Division is seeking an Inventory & Forecasting Manager for our Meridian, MS facility.

Inventory & Forecasting Manager Job Duties & Responsibilities (include travel requirements)

• Prepare monthly recap for the VP of Sales & Marketing and VP of Operations on production, inventory, and sales history, along with 1-3 month forecast updates for the demand planning worksheet.
• Manage ongoing demand planning process with the Director of Supply Chain and Director of Business Development to maintain appropriate product mix, service area, color needs, and inventory across plants while understanding capacity constraints for all shingle and manufactured accessories. To include building and maintaining inventory floor plans on accessory items for each plant and reloading facility.
• Work with the Director of Supply Chain to evolve the Sales-Inventory-Operations Planning (SIOP) process over time to meet the needs of the organization.
• Work with the Director of Supply Chain on efforts to forecast opportunities and concerns across the operations and supply chain functions.
• Manage monthly and annual forecasting efforts for finished goods products in conjunction with the Director of Supply Chain
• Manage existing product inventory and ordering needs based on market demand and be responsive to sales needs and trends in demand.
• Work will all plant facilities on eliminating discontinued products in a fiscally responsible manner while actively working on making sure that inventories reflected in PS/Qlik are accurate and up to date for all facilities.
• Work to manage, consolidate, and prioritize shipment of inventory to minimize loss and maximize profits through sales and avoid fines
• Work with the Director of Procurement on maintaining and communicating margin/cost/price controls for all vendor accessory products through monthly reviews and profitability analysis. Assist sales and business development teams in addressing inventory available for large volume opportunities as well as daily needs.
• Work with all plant schedulers to train best practices and continuity of practices. To include making sure production schedules are always kept up to date on People Soft.
• Work with plant schedulers and Director of Procurement to make sure that raw materials are kept at optimal levels at each plant facility.
• Work with IT to make needed reporting and process updates to aid all plants in being able to see and upload production and inventory.
• Work with the plant managers and schedulers to achieve uniform processes when PIDS are updated across the division with the goal of uniformity for best practices and visibility.
• Set and maintain safety stock targets in PeopleSoft.
• Build inventory floor plans for all accessory items across plants and reload facilities.
• Proactively eliminate discontinued SKUs and manage reallocation to minimize write-offs.
• Work closely with plant schedulers to align production plans with master schedules using Shingle Tech.
• Ensure safety stock levels and report on monthly deviations to plans
• Collaborate with plants to ensure proper inventory and production planning
• Collaborate with manufacturing teams to adjust plans as needed due to changes in demand, equipment downtime, or material delays.
• Monitor production KPIs (e.g., on-time completion, schedule adherence) and drive improvements.
• Coordinate with the Purchasing and planning coordinator
• Provide backup support during vacations and other absences for finished good / raw material issues
• Other duties as required by the Director of supply chain
• Collaborate with Director of supply chain on ADHOC projects and forecasting
• Partner with Sales, Customer Service, Account Executives, and Plant Operations to ensure smooth material flow and on-time delivery.
• Work with third party Sr Director of Strategy and innovation to develop third party products' demand and supply plan
• Coordinate with Sr, Director of strategy and innovation on product planning, availability and reduce obsolescence
• Work closely with IT and Supply Chain leadership on automation and tool development to improve planning processes.
• Provide backup and support to purchasing and logistics team members as needed
• Assist leadership team with long term forecasting and capacity planning

Inventory & Forecasting Manager Skills & Abilities (including computer, language, mathematical, and analytical skills required)

• Strong organizational and effective time management skills
• Fluent in English (Reading, Writing, Speaking).
• Ability to read, analyze and interpret technical procedures and government regulations. Ability to present information and respond to questions from groups of managers.
• Strong skills with Microsoft Office Suite, particularly Excel.
• Strong skills with People Soft and Qlik Sense.
• Establish goals and priorities. Able to take initiative on projects even if not directed.
• Commits to the highest standards of moral and legal conduct.

Inventory & Forecasting Manager Education and/or Experience (including Certificates, Licenses, or Registrations required)

• A bachelor’s from an accredited university or equivalent work experience is preferred.
• 10+ years of experience in the manufacturing/logistical space is preferred.

Total Compensation

• Atlas Roofing Corporation offers competitive compensation and vacation/holiday package as well as a comprehensive benefits program including Medical, Dental, Vision, Life/AD&D/LTD insurance, 401k, and Medical & Dependent Care Spending Accounts.

Atlas Roofing Corporation is an Equal Employment Opportunity Employer.

No calls or agencies, please.

Panda Express managers can have the opportunity to embody an entrepreneurial spirit while learning from a very hands-on and fast-paced environment. As a General Manager, you will be in charge of a $1-2 million business and oversee the development of your team, ensuring guest satisfaction and running a profitable restaurant. From the hiring, managing and directing of associates to achieving financial goals and ensuring the delivery of exceptional guest experiences, you create your own success story. Because of this, Panda also offers a best in class compensation package, including uncapped profit sharing bonuses based on your growth.

To prepare you for success, all Panda leaders participate in a comprehensive 6+ week Store Leadership Training Program to help build the foundation to become a high performing and inspiring Leader at Panda. The program focuses on:

People Development: The ability to hire, train, coach and develop the right talent for your restaurant

Guest Experience: Upholding the highest food quality and guest service standards while developing marketing acumen

Financial: Ability to understand sales growth, cost management, and profit growth

Kitchen Management: Ensure food safety, maintain product inventory and develop the culinary skillset to prepare all entrees at the highest level

Operations: Maintain cleanliness, safety standards, and apply knowledge of all policies, procedures and practices

We offer our Full-Time Management Team:

• Progressive Compensation Package and Excellent Bonus Opportunity
• 5 or more Weeks of Comprehensive Training to prepare you for success
• On-Going Career & Leadership Development
• Medical, Dental, and Vision Insurance
• 401 K with Company Match
• Paid Time Off and Paid Holidays
• Associate Discounts (Panda Express, Hibachi San, Panda Inn plus Theme Parks) and free meals when you work
• Lucrative Associate Referral Bonus
• Pre-Tax Dependent Care Flexible Spending Account

GM starting at $75K/year + bonus. (Potential earning over $100K/year)

AM starting at $58K/year + bonus. (Potential earning over $75K/year)

About us:

Panda Express is part of Panda Restaurant Group, the world leader in Asian dining experiences that also includes Panda Inn and Hibachi-San. At Panda, we all share a common mission: "Deliver exceptional Asian dining experiences by building an organization where people are inspired to better their lives." Guided by this mission, we are a family dedicated to creating an organization that inspires better lives for our people and our communities in which we serve. Whether through sharing good food with guests or providing opportunities for professional and personal growth with associates, all are embraced in our genuine family environment that is uniquely Panda.

Panda was founded in 1983 in Glendale, California Panda Express is the largest family-owned American Chinese Restaurant concept in America. As America’s favorite Chinese restaurant, Panda Express has close to 2,400 locations globally and continues to grow over 100 restaurants annually.

* Named one of "America's Best Employers"

* Great Place to Work certified

* The Safest Restaurant Chain in the US during the pandemic

Requirements

Restaurant Manager Qualifications

Education and Experience:

• Associate’s degree
• Minimum one to two years of Operations experience
• Some leadership experience
• Must pass Cooking Test annually
• Must be flexible to move to a store within a radius of 50 miles from home
• Work a flexible schedule, including weekends

ADA Statement: While performing duties, counter areas are often hot with steam from steam table and food vapors. Work space is restricted and employees are expected to remain standing for long periods of time. Employees must prepare hot and cold foods, use Chinese cook knife and other kitchen equipment and work quickly without losing accuracy. Employees may be required to lift up to 50 lbs., stand up to four hours and reach across counter tops measured at 36 inches to serve customers. Kitchens are hot and noise levels are usually high; storage space is limited and shelving is high.

Panda Restaurant Group, Inc is an Equal Opportunity Employer.

Position Overview

Are you bored with your current situation and looking for a fast-paced, exciting career where each day is unique? Are you a hard worker, good at solving problems, and enjoy helping businesses succeed? If so, then maybe our Account Executive opening at our television stations (WGBC-TV and WMDN-TV) in Meridian, MS may be a perfect fit for you.

What you’ll do

Account Executives at Coastal Television help our clients connect with the public through digital and broadcast media. You will create and develop client relationships in the local community and deliver marketing solutions so that our clients can promote their brands, products, and services. You’re enthusiastic about growing local organizations by delivering compelling media campaigns that help your community prosper.

• Drive growth by selling digital and broadcast media.
• Immerse yourself in the local community and cultivate new relationships through networking, phone, email, and social media.
• Build and grow relationships by sharing how customers receive superior value through our media products
• Research market trends and devise methods for organizations to effectively communicate with their target audience.
• You’ve been successful in roles like Account Manager, Business Development Manager, Business Development Consultant, Sales Executive, Sales Manager, Sales Representative, Sales Consultant, and Salesperson.
• You will not have to work weekends.

Who you are

• 2+ years of sales experience managing a book of business, sourcing new accounts, and converting clients into long-term business partners.
• Huge plus if you’re a sports fan. Even better if you’re a sports fanatic and are enthusiastic about selling sports advertising.
• Passionate about delivering effective, cost-efficient marketing solutions that produce satisfying results for clients.
• Local to the marketplace and possess a basic understanding of the types of organizations that will benefit most from broadcast and digital media solutions.
• Self-starter with strong-time management skills who possess a proven ability to meet and exceed sales targets.
• Has a valid driver's license and good driving record.

Who we are

We are a privately held group of television stations that operate in ten markets within seven states across four time zones. We cultivate and support our Sales Teams with continued feedback and assistance from our hands-on senior management team. Our mission is to deliver effective marketing solutions that help grow our local communities. We are committed to broadcast excellence and corporate growth (both organic and through acquisition).

What we will offer the successful candidate?

• Competitive compensation package of approximately $45K-$75K+ annually depending on your skills and experience. This is a commission-based salary on what we expect you to earn.
• Paid time off
• Health insurance.
• Dental insurance.
• Vision insurance.
• 401K matching program.

COASTAL TELEVISION BROADCASTING GROUP LLC IS AN EQUAL-OPPORTUNITY EMPLOYER

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