Sales Jobs in Mt Remote

Multi-Media Account Executive

*This is a full-time, in-office opportunity. *

Take Your Sales Career to the Next Level:

Are you a driven, goal-oriented seller looking to grow your career in a high-impact role? At Townsquare Media Group, we’re seeking experienced Account Executives who thrive in a fast-paced environment, love building relationships, and are motivated by helping local businesses succeed. If you’re a confident closer with a passion for strategic, consultative sales—this is your opportunity to make a real impact.

Why Townsquare Media Group?

Townsquare is a media, entertainment, and digital marketing solutions company dedicated to serving small and mid-sized markets across the U.S. We own and operate 354 radio stations and more than 400 local websites across 74 markets—including trusted Billings stations.

We combine the power of local media with best-in-class digital solutions to help businesses grow—offering everything from broadcast and digital advertising to SEO, web design, and programmatic marketing.

What You’ll Do:

As a key member of our Billings sales team, you’ll take full ownership of building and managing a book of business. You’ll focus on bringing in new clients while maintaining long-term relationships with existing accounts. This is a full-cycle sales role where you’ll:

• Prospect, qualify, and secure new business using data-driven insights and tools
• Conduct in-depth needs assessments and present tailored marketing strategies
• Represent our full portfolio of solutions including broadcast, digital, programmatic, and event sponsorships
• Cross-sell and upsell to expand your clients’ reach and ROI
• Partner with internal teams and collaborate on campaign execution and strategy
• Work directly with your Market Leadership to meet and exceed individual and team goals

This is a consultative sales position where success is defined by your ability to build trust, deliver results, and help local businesses thrive.

What You’ll Bring:

• 2+ years of experience in sales (required)
• Proven track record of achieving and exceeding sales goal
• Demonstrated success in identifying and securing new business
• Strong work ethic, drive, and competitiveness
• Exceptional presentation, interpersonal, and communication skills
• Valid driver's license, auto insurance, and vehicle (required)
• BA/BS degree (preferred)

What’s In It for You?

We know sales is a grind, but the rewards are real. Here’s what you get:

• Competitive compensation plan + UNCAPPED earning potential

• 3 weeks PTO + 9 paid holidays (including 2 personal days)
• Volunteer Time Off—give back to your community
• Health, Dental, Vision, and Pet Insurance
• 401(k) with company match + Employee Stock Purchase Plan
• Company-provided laptop
• Hands-on training and dedicated support from your leadership team
• Real opportunities for career growth in a fast-moving multi-media organization

TOWNSQUARE MEDIA BROADCASTING, LLC MAINTAINS A DRUG-FREE WORKPLACE AND IS AN EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER. APPLICANTS MUST BE ELIGIBLE TO WORK IN THE U.S. 

Townsquare Media provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, Townsquare Media complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Townsquare Media expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Townsquare Media’s employees to perform their job duties may result in discipline up to and including discharge. 

Account Executive 

*Non-Remote, In-Person Opportunity. * 

The Opportunity: 

Townsquare Media is looking for a bright, confident, driven individual to join our multimedia advertising sales team in Bozeman Montana.  Townsquare Media Bozeman is an industry leader in digital advertising and an accredited marketing partner of both Google and Meta as well as home to five top radio stations.   

At Townsquare Media Bozeman, we are a team of ambitious individuals who work together to push ourselves and those around us to grow personally and professionally. You can expect a dynamic and competitive work environment that fosters success, training, development, and an unlimited earning potential! 

If you’re ready to embark upon an exciting career that affords you the opportunity to form meaningful client relationships, develop creative advertising campaigns using our best-in-class multimedia solutions, all while having your finger on the pulse of Southwest Montana…then we want to hear from you!  

What You’ll Do: 

• Identify, pursue, and schedule meetings with local business owners and decision makers to discuss and uncover their marketing needs and challenges 

• Use our proprietary data, analytics, and multimedia marketing solutions to build, present, and sell customized advertising plans to potential clients  

• Build, maintain and develop close working relationships with your clients to identify and upsell new advertising solutions 

• Use your influence and relationship-building skills to provide ongoing customer service, research, and market analysis 

• You will be responsible for bringing our premier marketing and advertising solutions to local and regional businesses in the Bozeman area and beyond 

• You will work with and sell integrated advertising solutions including broadcast radio, LIVE event sponsorships and digital including website design, SEO, SEM, Programmatic, Social, Streaming TV and much more 

What You’ll Bring: 

• 1+ year of sales or marketing experience (preferred) 

• Strong marketing and advertising acumen 

• Effective verbal and written communications are essential 

• Experience selling or a working knowledge of digital advertising solutions preferred 

• Goal-oriented, strong work ethic and a desire to learn and grow a career in Sales 

• A passion towards customer focused solution sales 

• Valid driver's license, auto insurance, and vehicle (required) 

• BA/BS degree (preferred) 

What’s In It for You? 

• Competitive compensation package with UNCAPPED earning potential  

• 3 weeks PTO + 9 paid holidays (including 2 personal days) 

• Volunteer Time Off—give back to your community 

• Health, Dental, Vision, and Pet Insurance 

• 401(k) with company match + Employee Stock Purchase Plan 

• Company-provided laptop 

• Casual, high-energy, supportive, and collaborative work environment 

• 4-week long sales training program  

• Unlimited growth opportunities!  

Why Townsquare Media Group? 

Townsquare is a community-focused digital media, digital marketing solutions, and radio company focused outside the Top 50 markets in the U.S. Our assets include Townsquare Interactive, a digital marketing services subscription business providing websites, search engine optimization, social platforms, and online reputation management for approximately 21,900 SMBs; Townsquare IGNITE, a proprietary digital programmatic advertising technology with an in-house demand and data management platform; and Townsquare Media, our portfolio of 357 local radio stations in 74 cities with corresponding local news and entertainment websites and apps along with a network of national music/content brands. 

TOWNSQUARE MEDIA BROADCASTING, LLC MAINTAINS A DRUG-FREE WORKPLACE AND IS AN EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER. APPLICANTS MUST BE ELIGIBLE TO WORK IN THE U.S.  

Townsquare Media provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, Townsquare Media complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Townsquare Media expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Townsquare Media’s employees to perform their job duties may result in discipline up to and including discharge.  

Hiring immediately/within the next 2 weeks, apply now!

We are a high-performance sales team operating independently in partnership with JKR Windows, one of the fastest-growing window replacement companies in the nation. We’re expanding our presence across Montana and looking for driven, people-oriented individuals to join our teams in Bozeman and Missoula.

About JKR Windows:

At JKR Windows, we lead the way in the residential window replacement sector across the nation. Our brand is renowned for its impeccable track record, boasting over 1500 reviews averaging 4.8 stars and an A+ BBB Rating. Our commitment to providing homeowners with the most informed and ethical solutions sets us apart as the top pick for replacement windows in every city we serve. We foster a servant-leader ethos within our team, crucial for delivering outstanding service to our clients.

We're a personal growth and development company first, and a window company second. Our employee-first approach prioritizes the development of our team, ensuring genuine and service-oriented interactions with homeowners, leading to a happier and more effective salesforce. Why do we invest heavily in leadership and sales training? To cultivate exceptional sales professionals and nurture a culture where everyone can achieve greatness with the right resources and training.

Role Overview:

As a Closer, your main responsibility is to finalize warm, company-provided sales appointments with residential homeowners seeking guidance on replacement windows. During these appointments, you will advise clients on the added safety, privacy, energy efficiency, comfort, and equity that new windows will bring to their homes. Your confidence combined with your dedication to expertise will enable you to consistently convert and nurture the sales pipeline. When you're not finalizing appointments in homes, you'll be tasked with marketing to new, cold prospects through canvassing and other methods.

At JKR, we recognize the importance of thorough training, where others in the industry may fall short. We commit to supporting your efforts by providing a comprehensive knowledge base in both replacement windows and scalable sales practices, equipping you to serve homeowners at the highest level. We will also provide a competitive compensation package tailored to your unique experience, qualifications, and interview performance.

We're seeking candidates who will:

• Convert warm, company-generated leads into Replacement Window clients.
• Engage in daily residential canvassing outreach to generate qualified sales consultations.
• Educate homeowners on the advantages of replacement window solutions.
• Actively participate in daily sales team training sessions and meetings.
• Provide exceptional customer experiences through meticulous follow-up.
• Consistently meet and exceed monthly and quarterly performance targets.

Position Prerequisites:

• At least one year of successful, previous In-home Closing Experience.
• If you lack previous in-home closing experience, you'll be directed to our Appointment Setter position.
• Availability for flexible full-time hours (up to 40 hours per week).
• Outstanding communication and interpersonal skills.
• Bilingual proficiency an advantage!
• Completion of relevant Sales Training programs.
• Consistent performance in a fast-paced, performance-oriented environment.
• Must possess a valid driver's license, and reliable transportation is essential.

Compensation: Average Yearly Expected Earnings: $150,000 - $200,000/year +++ (commission + bonuses)

Compensation details will be discussed during the interview process, considering your qualifications, background, and alignment with the role's expectations.

Join us at JKR Windows, where you'll lead the way in the replacement window revolution!

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