Sales Jobs in Pacoima Ca Remote

Aesthetics Sales - Capital Sales

Our client is a global leader in medical aesthetics and is seeking to hire a Capital Sales Rep responsible for driving product growth including new product launches, managing existing accounts, and acquiring new business. Promote the company’s products and solutions, establish and maintain client relationships, and implement sales strategies to achieve growth and sales quotas. The ideal candidate should have a background of strong, successful and documented performances.

Responsibilities:

• Meet/exceed sales quotas within assigned territory
• New business development; prospect, generate leads, cold call
• Identify opportunities for growth within existing accounts; upsell
• Act as a Subject Matter Expert (SME) on product indications, benefits and usage
• Manage sales contracts, pricing quotes, and promotional tools
• Monitor territory pipeline, forecast trends, and track performance metrics
• Establish and build client relationships with key decision makers
• Support clients with post-installation training, troubleshooting and developing strategies to drive sales/demand
• Attend trainings, tradeshows and present product demos

Requirements:

• Bachelor’s Degree preferred but not required
• Min. 2+ years of Sales experience in Capital Equipment, Medical Device and/or Aesthetics
• Backgrounds can be any type of sales within skincare, lasers and capital sales
• Experience in both hunting new business and account management
• Documented Sales Success of meeting/exceeding sales goals
• Strong understanding of clinical language, techniques, and procedural workflows
• Proven experience selling, hunting, prospecting and closing deals
• Knowledge/Understanding of FDA GMPs
• Excellent communicator and presenter-comfortable presenting to physicians and/or large groups
• Proficient in Microsoft Office, CRM tools
• Willingness to travel within a defined territory (may include some overnights)

Offering:

• Base Salary: $100,000 - $110,000 (based on experience)
• Year 1 OTE to $280,000 (Uncapped Commissions)
• Commissions for Capital paid from Dollar 1 Paid Monthly
• Commissions for Consumables Paid Quarterly
• Company Car + All Expenses Paid
• Full Benefits Package, 401K, and more

Direct Sales Recruiting, LLC, (DSR) and DirectHR are National Recruitment organizations partnering with National, Regional and Local Clients to bring qualified candidates a career and a future. DSR offers over 50 years combined Recruitment, Sales and Management experience. We are, along with our clients, an Equal Opportunity Employer and are committed to hiring and supporting a diverse workforce. A M/F/D/V

We are looking for someone who:

• Wants to leave behind the typical structured, 8-5 desk job
• Is willing to bet on themselves and be financially rewarded for it
• Enjoys problem solving within a fast-paced environment
• Wants an autonomous position with support as needed
• Has grit, resilience, and loves a challenge

Company Overview:

Cornerstone Caregiving is the largest privately owned in-home care company, growing to over 400 offices across 40 states in just over 5 years. With a focus on giving our seniors the option to age in place, we are expanding our presence across the country and are seeking out an elite leader to spearhead the growth of this branch.

Responsibilities:

As the director, you will independently manage and lead this branch, along with unparalleled and ongoing corporate training and support.

Business Development: Develop and execute a marketing plan to establish Cornerstone as the preferred in-home care provider.

Referral building: Cultivate and manage relationships with referral partners (hospitals, hospices, senior living, etc.).

Staffing and Scheduling: Hiring and onboarding new team members and ensuring all shifts are properly staffed. Monitor on-call responsibilities as calls come from clients, caregivers and partners.

In-home Assessments: Build strong client relationships, conduct intakes, and ensure client satisfaction.

Financial Management: Oversee office budget that is reflected in profit and loss statements.

Cultivating Culture: Creating the workplace of choice for your territory. Set your own standard through incentivizing, motivating, setting the tone of your team morale.

Preferred Qualifications:

• A proven leader with previous experience managing a team
• Success with meeting sales and business development goals
• Ability to work autonomously in a fast-paced environment
• Entrepreneurial mindset
• Experience with direct recruitment, hiring and oversight of staff
• Strong interpersonal and communication skills

Benefits:

• Base salary with 20% quarterly cash profit share
• Paid health, dental, and vision insurance
• Company provided car with paid gas
• Cell phone stipend
• Unlimited PTO with corporate approval
• Initial and ongoing training and professional development opportunities
• We are the best!

Job Summary:

Bernards is seeking new, dynamic Employee-Owners who are committed to the overall Mission, Vision, and Core Values of Bernards to help build A Better Experience. Our ideal Proposal Coordinator assists with the development, coordination, and production of deliverables in support of Marketing and Branding/Creative Services for the department as assigned.

Essential Duties & Responsibilities, including but not limited to:

• Support the response and production of deliverables (RFQs & RFPs) for project pursuits.
• Maintain accurate Work in Progress data and prepare relevant lists specific to project pursuits.
• Maintain accurate Recently Completed Project data and prepare relevant lists specific to project pursuits.
• Support the collection and management of resume data for current employees and prepare project specific resumes for project pursuits.
• Help collect, update, and maintain data on Project Information Sheets and prepare Project Splash Sheets for specific project pursuits.
• Attend conferences and industry events as requested to represent the firm
• Support the preparation and creation of proposal elements including, narratives, graphics, infographics, site logistics plans, and photography.
• Help the Sales Team access critical marketing data about relevant staff and project experience.
• Support the input and management of data in our CRM Software
• Proficiency with the Microsoft Suite (Outlook, Teams, Word, & Excel) and familiarity with the Adobe Creative Suite of products (InDesign, Illustrator & Photoshop)
• All other duties as assigned.

Preferred Experience, Education, and Skills:

• Bachelor of Arts in Marketing or closely related field preferred.

About Bernards:

Bernards is a 100% employee-owned, multidisciplinary commercial construction and construction management company with a legacy defined by innovation, technical expertise, and operational excellence. For over 50 years, we have specialized in delivering best-in-class construction services to developers, corporations, educational institutions, and public agencies across a diverse range of sectors.

Who we are is rooted in an unwavering commitment to quality, collaboration, and client satisfaction. These guiding principles enable us to deliver exceptional value, cultivate enduring partnerships, and exceed expectations. By employing a multidisciplinary approach, we craft tailored solutions that address the unique needs of every project. With a steadfast focus on our clients’ goals and an unrelenting attention to detail, Bernards guarantees successful outcomes that stand the test of time.

At the core of our success lies the power of employee-ownership. Each team member shares a vested interest in the success of your project, fueling a culture of dedication, accountability, and innovation. This collective passion drives us to build more than just structures—we build trust, lasting relationships, and a shared vision for communities that thrive.

At Bernards, we don’t just construct; we create legacies grounded in excellence and driven by purpose. By focusing on "Building Better Experiences" for our employee-owners, customers, and industry partners, we empower a future defined by leadership, innovation, and impact.

Building Better Experiences for our employee-owners, customers, and industry partners for over 50 years!

• Driven by our commitment to community enhancement, we build with purpose to create a better tomorrow. This ethos is the cornerstone of our operations and inspires every project we undertake.
• Proudly recognized as a Ruby Certification Champion by the Board of Certified Safety Professionals and honored by the Cal/OSHA SHARP, we set the benchmark for safety excellence, ensuring the highest standards in every project.
• Our Centers of Excellence (COEs) lead the charge in innovation, mastering diverse markets to provide unmatched expertise and custom solutions. We ensure every project is a testament to precision and world- class excellence.

As an Employee-Owner, you’ll experience competitive pay and enjoy comprehensive benefits that include:

• Medical, Dental, and Health Insurance
• Stock Interest in the Employee Ownership Plan
• Health Savings Account
• Flexible Spending Account
• Employer Paid Life Insurance
• 401(k) with employer match
• Open Personal Time Off
• Sick Time
• Paid Holidays
• Tuition Reimbursement
• Employee Referral Bonus
• Employee Assistance Program
• Flexible Work Hours

Bernards is an equal opportunity employer that strives to attain and retain, top diversified talent in the construction industry. All qualified individuals will receive consideration for employment without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, genetic information, or any other criteria protected by federal, state, or local law.

For candidates that need reasonable accommodations during the application process, or to perform essential functions of this role, please contact

Financial Highlights – Enjoy an Immediate Pay Raise and Professional Growth!

$10k Fast Start Bonus Per Month for 12 months, $120k First Year, requires one new commercial account with at least 250 employees, every two weeks.

$2,500 First Week Training Pay for the first five training days.

$500 per virtual appointment bonus with food with no bonus limit.

Up to $1500 per week for meeting minimum call and one qualified onsite appointment.

200% of the profit margin for the first 90 days of orders shipped.

40% to 59% of the profit margin after 90 days

Up to $10k new client account credits

Up to $5k new account donation credits

Up to $400 of gift cards for business building activities

GHA Technologies, Inc. has become the #1 Employee-Owned Value-Added Reseller in America. Past rewards have included #1 Microsoft Western Region VAR, #1 fastest growing company in Arizona, #69 on the CRN Solution Provider 500, #15 2018 CRN Fast Growth 150 List.

We sell the latest AI technologies from Nvidia, Dell, HP, Microsoft, Google, Cisco, Lenovo, Apple, VMWare, Adobe, APC, IBM, Nutanix, EMC, Pure Storage, Samsung, Intel, Eaton, and all the hottest AI and Green Data Center, Virtualization, Energy Conservation, Cloud, Storage, Security, Wireless, SD Wan, Video, Identification, and Power Technologies! We also specialize in mission critical product procurement and integration services for some of the largest Corporate, Government, and Education clients in America! Our client base is a who's who of corporate America!

GHA employee owners will receive stock shares every year on top of our industry’s leading commissions, bonuses, and promotional offerings!

Mission critical, online, vast E Commerce distribution network coast-to-coast warehouse locations support just-in-time delivery.

Super convenient, orders placed by 9:00 p.m. EST (8:00 p.m. CST) can be received the next morning for in-stock items.

Secure, 24-hour access to your own personal portal customized with special pricing on more than 2 million top selling products from 3,500 manufacturers in the USA and across the globe.

We are currently HIRING experienced Sales Professionals nationwide with a minimum of three years direct technology sales experience.

We offer a highly lucrative earnings and benefits package with top salespeople earning between $96,000 to $2,000,000 annually. W-2 Employment, Medical, Dental, and HSA Benefits, 401K Retirement Plan, and GHA company stock ownership (ESOP) plan.

Please email your resume to and schedule a strictly confidential interview.

Visit us at:

The ideal candidate will prospect and generate new commercial business as well as perform cold-calls in the field to generate new permanent sales. This candidate should be able to support existing clients and have an ability to conduct product demonstrations.

Responsibilities

• Identify leads, manage prospects and acquire new business
• Service existing clients
• Effectively demonstrate product line
• Meet established goals for territory development and sales quotas

Qualifications

• Bachelor's degree in Business, Marketing, Sales or related field
• 2+ years' experience in cold calling sales with strong track record of success
• Experience in developing and executing territory sales strategies
• Strong presentation, negotiation, and closing skills
• Self-motivated and able to work independently to meet or exceed goals

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