Sales Jobs in Silver Spring Md Remote

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Provides administrative support to a funeral home, cemetery, crematory or a combination of these facilities. Assists with special projects, research, and resolving problems. Schedules meetings, drafts memos, transcribes notes, creates presentations, generates reports, and prepares and monitors invoices and expenses.

• Schedules meetings
• Makes travel arrangements
• Plans events
• Completes management expense reports
• Responds to inquiries in writing and or verbally
• Pulls monthly reports
• Enters contract details into information system and maintains other related documents
• Orders and checks memorial to ensure accuracy
• Processes annual funeral home and cemetery license renewals
• Codes and scans invoices
• Processes accounts payable and other accounting support transactions
• Receives incoming telephone calls and assist callers with any questions or comments, direct calls to appropriate team members
• Schedules call-in appointments for Sales
• Files and maintains customer information
• Maintains office and facility supplies as well as fax machines, copiers and network printers
• Prepares daily schedules
• Administers HR processes including new hire paperwork, background checks and bonus processing
• Maintains processes to ensure compliance with policies and procedures including SOX administration and audit
• Trains others on policies, procedures and new company initiatives
• Maintains a friendly attitude offering assistance and guidance to all persons entering the location

Education

• High school diploma or equivalent

Experience

• 3 years of experience working in a customer-focused and fast-paced professional environment

Knowledge, Skills and Abilities

• Must have advanced computer, internet and word processing (typing minimum of 40 60 wpm) skills
• Working knowledge of office equipment including calculators, copiers, printers, fax machines, telephone console
• Ability to handle confidential and sensitive information with discretion
• Effective communication skills, both orally and in writing
• High level of compassion and integrity
• Ability to follow instructions and work with minimal supervision

Compensation:

• Salary: $20.00/hr.

Benefits:

• Medical * Dental * Vision * Flexible Spending Accounts (health care and dependent care) * Health Savings Account with Company Contribution * Sick Leave * Short-Term Disability * Long-Term Disability * Life Insurance * Voluntary Accidental Death or Dismemberment Insurance * Dependent Life Insurance * SCI 401(k) Retirement Savings Plan with Company match * Employee Assistance Program

You shop here all the time. So why not work here? As part of a team, your primary focus is to create a warm and friendly shopping environment by providing extreme customer service. You will be accountable for knowing and achieving personal productivity goals, to divisions' productivity standards. Even the rookies get to start on our team! This posting is intended to build a candidate pool for when an opening arises at this specific location. While there are no existing vacancies at this time, openings are filled on an expedited basis by reviewing candidates who are already part of the candidate pool. For this reason, we encourage you to apply if you are interested in working at Foot Locker Inc. at this location.

Artificial intelligence is not used for the process of screening, assessing, or selecting applicants.

Ensuring high levels of customer satisfaction by being knowledgeable on all products offered, and teaming up with co-workers to provide excellent sales service.

Delivering sales, outstanding customer experience, and operational expectations.

Maintaining personal and productivity goals.

Connects with every customer by asking open-ended questions to assess needs.

Ability to learn and share expertise of products and trends to fit customer's needs.

Maintains an awareness of all product knowledge, and current or upcoming product / trends.

Contributes to a positive and inclusive work environment.

0-3 year of retail experience.

Confident and comfortable engaging customers to deliver an elevated experience.

Motivated to achieve great results because of one's enthusiasm from interacting with customers and athletic products.

Initiates completion of tasks or activities without necessary supervision.

Flexible availability including nights, weekends, and holidays.

Rate of Pay: $17.00 / hour

Daily Pay / Weekly Pay

30-50% Employee Discount

Development and Advancement Opportunities

Landscape Workshop, LLC (LW) is a full-service landscape company. We provide high-end integrated landscaping solutions to customers throughout the Southeast. We are forecasting significant growth in our business. Consequently, we are looking for an experienced Account Manager to assist in driving the growth of our commercial landscape management services. Be a part of a financially stable, growing company, with an aggressive compensation plan and excellent benefits.

Position Summary:

An Account Manager is responsible for managing the maintenance crews and customer relationships for a portfolio of commercial landscape maintenance accounts assigned to that Account Manager. The Account Manager reports to the General Manager, has a strong work ethic and enjoys interacting with our crews, sales team members and clients.

Account Manager responsibilities include (but are not limited to):

• Manages the overall day-to-day operations of their crews and coordinates with the team of fellow Account Managers on shared resources
• Ensures that customers are completely satisfied through relationship building, communication and regular site visits
• Identifies resources needed for team and assigns individual responsibilities: schedules, crew members, equipment needs, and repairs
• Available to crew leaders for horticulture training, equipment repairs, daily instructions, labor conflicts
• Ensures a safe environment for employees, clients and the general public
• Effectively applies Landscape Workshop methodology and enforces project standards
• Recommends enhancement services to clients in order to improve site conditions; coordinating with other branch employees to ensure enhancement work is completed successfully, on time and within budget
• Minimizes Landscape Workshop exposure and risks on projects
• Effectively communicate (written/verbal) business development opportunities with team members and sales representatives
• Track and report team hours, extra expenses and extra sales on a weekly basis
• Assists Branch Manager with project budgets
• Facilitate client meetings effectively
• Conducts regular status meetings with crew leaders
• Estimate jobs when needed
• Follow up on proposals generated
• Oversee care and maintenance of equipment

Position Requirements

• Minimum 2 years managing landscape maintenance crews and interfacing with customers
• Proficient with computer software programs including Word, Excel and Outlook
• Strong work ethic
• Bachelor’s degree from accredited four-year or two-year program preferred

What we Offer:

• Competitive salaries
• Company Vehicle
• Medical, dental, vision, 401(K) and other benefits
• Energetic, focused and collaborative work environment

Job description:

At American Home Contractors, our mission is simple: to install peace of mind. We’re a trusted leader in roofing, siding, gutters, windows, and doors across Maryland. We take pride in delivering exceptional workmanship and honest service to every homeowner we serve.

We’re growing and we’re looking for a motivated Production Manager to help oversee our production operations and support our mission to protect and improve homes throughout our community.

Position Overview

The Production Manager will oversee all aspects of exterior remodeling production once projects are sold and turned over from our Project Advisors. This role is primarily office-based in Fulton, MD, with occasional field visits for inspections, subcontractor vetting, and quality checks.

You’ll lead and train production team members, manage subcontractor relationships, ensure efficient project scheduling, and maintain profitability across all jobs. This is an excellent opportunity for a detail-oriented construction professional ready to take the next step in leadership.

Key Responsibilities

• Manage and oversee all production operations for roofing, siding, gutters, windows, and doors projects.
• Take ownership of projects after sales handoff (detail sheet, deposit, etc.).
• Train, mentor, and support Production Coordinators and team members.
• Vet and onboard new subcontractors while maintaining relationships with existing partners.
• Schedule and track projects to ensure on-time, on-budget completion.
• Order materials, dumpsters, and portable restrooms for job sites.
• Monitor budgets and job costs to ensure profitability.
• Review and resolve project issues early to prevent delays or cost overruns.
• Track production metrics and maintain accurate data in Zoho (our project management system).
• Collaborate with Sales, Customer Service, and other departments to maintain smooth project flow.
• Enforce safety and quality standards on all projects.

What We’re Looking For

• 2+ years of construction or production management experience (roofing, siding, windows, or exterior remodeling strongly preferred).
• Strong understanding of residential construction and exterior systems.
• Proven leadership and team training experience.
• Excellent organizational and communication skills.
• Ability to manage multiple projects and deadlines simultaneously.
• Proficiency with project management or CRM software.
• Valid driver’s license and ability to conduct site visits as needed.

What We Offer

• Salary: Up to $82,000 annually + quarterly bonus potential
• Health Insurance: HSA and PPO plans
• Paid Time Off and Paid Holidays
• Company-Paid Life Insurance and AD&D
• 401(k) with employer match
• Supportive, team-oriented environment with opportunities for advancement

Why You’ll Love Working Here

At American Home Contractors, you’re not just another number; you’re part of a professional, respected team that values quality, integrity, and growth. We promote from within and provide the support and resources you need to succeed.

Apply Today

If you have experience in construction production management, roofing, or exterior remodeling and want to join a reputable, growing company that values its people, we want to hear from you!

About American Home Contractors

American Home Contractors is a fast-growing, industry-leading exterior remodeling company serving homeowners across the Mid-Atlantic. We specialize in roofing, siding, windows, doors, gutters, and premium solar solutions, including Tesla Solar Roof installations.

With thousands of 5-star reviews and operations across multiple states, our mission is simple: to install peace of mind for every homeowner we serve.

Position Overview

We are seeking a hands-on Call Center Manager to lead and support our Customer Service Representative (CSR) team across two office locations.

This role is ideal for a leader who enjoys staying connected to day-to-day operations while also developing people, improving processes, and driving performance. The Call Center Manager will balance active involvement on the phones, while coaching, performance management, and cross-functional collaboration.

This is a 100% in-office position, based out of either Fulton, MD or Chantilly, VA, with time spent in both offices.

Our Call Center Environment

• High-volume inbound and outbound call activity
• CSRs average 100–150 outbound calls per day
• Inbound calls are answered promptly, with a strong focus on customer experience
• Real-time scheduling adjustments and dispatch coordination occur throughout the day
• CRM accuracy directly impacts field productivity and revenue
• The CSR team supports multiple business lines: Tune-Up Program, Retail exterior replacements, Solar Roofing, and Solar Panels

What You’ll Do

• Lead, coach, and support a team of CSRs
• Stay engaged with daily call activity and assist with inbound or outbound calls as needed
• Monitor call performance, outbound productivity, and appointment-setting metrics
• Provide real-time coaching and feedback to help CSRs improve call quality and confidence
• Support accurate scheduling, dispatching, and same-day adjustments
• Partner with Marketing, Sales, and Operations to ensure lead flow and staffing are aligned
• Review dashboards and reports to track performance and identify opportunities
• Conduct 1:1s, performance reviews, and coaching conversations
• Participate in hiring, onboarding, and team development
• Ensure CRM (Zoho) data is accurate and consistently maintained
• Help refine workflows, scripts, and standard operating procedures
• Assist with resolving escalated customer issues professionally and efficiently
• Model company core values: Integrity, Hard Work, and Service

What Success Looks Like

• Strong, consistent call performance across the team
• High-quality appointments that align with business goals
• Reliable CRM data that supports marketing and operations
• Engaged, supported CSRs who understand expectations
• Smooth coordination with field teams and minimal scheduling disruptions
• Positive customer feedback and effective resolution of concerns

What We’re Looking For

• 3+ years of experience leading or supervising teams in a call center or high-volume customer service environment
• Comfort managing both inbound and outbound call activity
• A leadership style that combines coaching, accountability, and approachability
• Strong attention to detail and respect for accurate data and processes
• Experience using CRM systems and call center tools
• Ability to thrive in a fast-paced, collaborative environment
• Willingness to work fully in-office and spend time at both office locations

Preferred Experience

• Background in home services, construction, trades, or appointment-based sales
• Familiarity with Zoho CRM, RingCentral, Podium, or similar tools
• Experience working closely with marketing or lead generation teams

Why This Role Is Unique

This position offers the opportunity to lead a close-knit team, stay connected to the work, and play a meaningful role in shaping how customers experience our brand. It’s well-suited for a leader who enjoys being visible, accessible, and involved, while still driving performance and growth.

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