Sales Jobs in Troy Remote

237 positions found — Page 5

Regional Sales Manager
Salary not disclosed
Albany, NY 1 week ago

Company Description

ABT, Inc., founded in 1983, provides high-quality drainage and stormwater products in North America. The company has steadily grown by offering innovative products that exceed customer expectations.


Role Description

This is a full-time remote role for a Regional Sales Manager for the New England Area. The Regional Sales Manager position requires you to work closely with our Distribution Channels, Architects, Engineers, Owners, and Contractors in selling and specifying our products. 50-70% of the travel requirement from your home-based office covers parts of New York, Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island, and Vermont. Qualified individuals will be energetic, highly motivated, and able to work independently, with at least 2-3 years of outside business-to-business sales experience. This position is full-time with a base, plus commission with residual commissions, sales incentives, company vehicle, health insurance, and other benefits.


Responsibilities

  • Establish specifications for the product with Architects, Engineers, Design-Build Contractors, and Owners
  • Present "Box Lunch" type presentations to Engineer and Architect Firms
  • Provide product demonstrations to Contractors
  • Manage and assist the Distribution channels
  • Manage projects and opportunities through the sales cycle


Qualifications

  • Sales, Customer Relationship Management, and Business Development skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and remotely
  • Experience in the construction industry or a related field
  • Strong organizational and analytical skills
  • Proven track record of meeting or exceeding sales targets
  • Bachelor's degree in Business Administration, Marketing, Sales, or a related field experience
  • Experience with CRM software is a plus
Not Specified
PT Supervisor, Crossgates Mall
Salary not disclosed
Albany, NY 1 week ago

SALES SUPERVISOR


WHO YOU ARE:


Our contributors at Michael Kors are stylish individuals who have a drive to achieve results and a passion for customer engagement. As a Sales Supervisor, you will strive to achieve personal and store sales goals while prioritizing the customer experience through supervision and guidance of the team. You’ll be part of a dynamic, inspiring environment that encourages creativity, collaboration, and continuous growth.


WHAT YOU’LL DO:


  • Assist upper management to drive results through a strategic and multifaceted approach.
  • Responsible for key opening and closing duties and operational tasks.
  • Demonstrate flexibility and desire for individual growth in a fast-paced store environment.
  • Foster customer relationships by continually developing personal knowledge of current trends and coaching styling techniques.
  • Empower team to ensure the highest level of customer service standards while exercising leadership and multi-tasking capabilities.


YOU’LL NEED TO HAVE:


  • 2+ years of relevant retail experience
  • Strong communication skills and ability to engage with diverse teams and clientele.
  • Proficiency in reading, speaking, and writing in English is required.
  • Authorization to work for any employer in the United States. We are unable to sponsor or take over sponsorship of an employment visa at this time.
  • Ability to meet store scheduling and availability expectations, including the ability to work a flexible schedule, including weekends, holidays, and high retail traffic and sales days, including but not limited to the day after Thanksgiving, Memorial Day, Christmas Eve, Mother’s Day, etc.


WE’D LOVE TO SEE:


  • A self-starter with the desire to mentor and continue to develop personal leadership qualities
  • Energetic, motivated and engaging; a true brand ambassador with a love for fashion
  • Knowledge of clienteling with the ability to build lasting customer relationships
  • Tech-savvy and highly organized, with the ability to adapt quickly to new systems and processes
  • Passion for customer service and creating unique guest experiences
  • Entrepreneurial, out of the box thinker


MICHAEL KORS PERKS:


  • Generous Personal and Vacation Days
  • Internal mobility Across Brands
  • Cross-Brand Discount
  • Exclusive Employee Sales
  • Paid Parental Leave
  • 401k Match
  • Clothing Allowance


REQUIREMENTS


  • Proficiency in reading, speaking, and writing in English is required.
  • Applicants must be authorized to work for any employer in the United States. We are unable to sponsor or take over sponsorship of an employment visa at this time.
  • Ability to meet store scheduling and availability expectations, including the ability to work a flexible schedule, including weekends, holidays, and high retail traffic and sales days, including but not limited to the day after Thanksgiving, Memorial Day, Christmas Eve, Mother’s Day, etc.

PHYSICAL REQUIREMENTS:


The physical demands here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.


  • Ability to stand and walk for extended periods (up to 8 hours per shift).
  • Ability to lift and carry up to 30 pounds.
  • Ability to reach overhead, bend, kneel, and stoop.
  • Ability to handle merchandise and operate point-of-sale equipment.
  • Ability to visually assess merchandise and customer needs.
  • Ability to communicate clearly with customers and team members in both written and verbal formats.
  • Ability to work in busy environments, including but not limited to working under bright lights, with music, and during peak traffic hours.

Michael Kors is committed to providing reasonable accommodation to qualified individuals with disabilities.


The Company is an equal employment opportunity employer. The Company’s policy is not to unlawfully discriminate against any applicant or employee on the basis of race, color, sex, sexual orientation, gender identity, religion, national origin, age, military status, disability, genetic information or any other consideration made unlawful by applicable federal, state, or local laws. The Company also prohibits harassment of applicants and employees based on any of these protected categories.

At Capri Holdings Limited, we are committed to providing a fair and accessible recruitment process. If you require a reasonable accommodation for the interview or application process, please contact our Talent Acquisition team at

Not Specified
Kitchen & Bath Designer
Salary not disclosed
Albany 1 week ago
Kitchen & Bath Designer A well-established kitchen and bath design and installation company in the Capital Region is seeking a talented Designer to join their team.

This role offers the opportunity to work directly with homeowners to design beautiful, functional spaces while managing projects from concept through completion.

This is a client-facing role ideal for someone who enjoys collaborating with customers, creating thoughtful designs, and seeing projects come to life.

This is a direct hire, permanent role, with full benefit package.

Compensation: Base salary plus commission structure tied to project sales First-year earnings typically in the $60K range, with the opportunity to reach six figures in subsequent years as your project pipeline grows Established company with strong referral business and consistent project demand Key Responsibilities Design kitchens and bathrooms using industry-standard 20-20 Design software Meet with homeowners to understand project goals and develop design solutions Conduct in-home consultations and take field measurements Guide customers through product selections including cabinetry, countertops, tile, and finishes Manage projects through installation to ensure designs are executed successfully Build relationships with customers and help guide projects through the sales process Qualifications Approximately 5+ years of experience in kitchen and bath design or a similar remodeling environment Experience with 20-20 Design software Comfortable working directly with homeowners and guiding them through the design process Strong communication and interpersonal skills Ability to balance design, customer service, and project coordination Additional Details Designers work primarily from the showroom but also visit client homes for measurements and consultations Projects typically include full kitchen and bath remodels from design through installation Local travel required If you have experience in kitchen and bath design and enjoy working closely with clients to create customized spaces, we’d love to hear from you! Nesco Resource offers a comprehensive benefits package for our associates, which includes a MEC (Minimum Essential Coverage) plan that encompasses Medical, Vision, Dental, 401K, and EAP (Employee Assistance Program) services.

Nesco Resource provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

PRO062
Not Specified
Sales Representative - Paid Relocation to Cincinnati - $2500 SIGN-ON BONUS
Salary not disclosed

About the role:

The Fast Track Sales Program at TQL is an opportunity to build a career with an industry leader that offers an award-winning culture, high earning potential with uncapped commission and significant opportunities for compensation and advancement. We will pay to relocate you to Cincinnati, Ohio to train with some of the top brokers in the company. Once you’ve completed training and built a solid book of business, TQL will pay to relocate you again to any of our 60+ offices nationwide. Our best in-class training and mentorship program will teach you everything you need to know about sales, logistics and supply chain management. For a look at a day in the life of a TQL Sales Representative, watch this video at IS LOCATED IN CINCINNATI - PAID RELOCATION PROVIDED


What’s in it for you:

  • $50,000-$55,000 minimum compensation your first year, based on education
  • Includes base salary, sign-on bonus and housing allowance
  • Uncapped commission opportunity
  • Our average sales representative hits six figures after three years of selling
  • Want to know what the top 20% earn? Ask your recruiter
  • Relocation assistance package to help you get settled in Cincinnati


Who we’re looking for:

  • You compete daily in a fast-paced, high-energy environment
  • You’re self-motivated, set ambitious goals and work relentlessly to achieve them
  • You’re coachable, enjoy solving problems and thinking on your feet
  • College degree preferred, but not required
  • Military veterans encouraged to apply


What you'll do:

  • Receive 6 months of direct training from experienced Logistics Account Executives
  • Help your account executive solve customer needs, find carriers for time-sensitive freight and manage daily operations
  • Participate in hands-on and virtual training sessions
  • Develop negotiation skills through prospecting and cold calling
  • Build your book
  • Use your training to meet sales metrics and become eligible for commission
  • Establish relationships to close new customers
  • Negotiate prices with customers and carriers
  • Resolve freight issues to ensure timely pickup and delivery


What you need:

  • Elite work ethic, 100% in-office
  • Strong negotiation skills with ability to handle conflict
  • Entrepreneurial mindset and exceptional customer service


Why TQL:

  • Certified Great Place to Work with 800+ lifetime workplace award wins
  • Outstanding career growth potential with a structured leadership track
  • Comprehensive benefits package
  • Health, dental and vision coverage
  • 401(k) with company match
  • Perks including employee discounts, financial wellness planning, tuition reimbursement and more


Employment visa sponsorship is unavailable for this position. Applicants requiring employment visa sponsorship now or in the future (e.g., F-1 STEM OPT, H-1B, TN, J1 etc.) will not be considered.

About Us


Total Quality Logistics (TQL) is one of the largest freight brokerage firms in the nation. TQL connects customers with truckload freight that needs to be moved with quality carriers who have the capacity to move it.


As a company that operates 24/7/365, TQL manages work-life balance with sales support teams that assist with accounting, and after hours calls and specific needs. At TQL, the opportunities are endless which means that there is room for career advancement and the ability to write your own paycheck.


What’s your worth? Our open and transparent communication from management creates a successful work environment and custom career path for our employees. TQL is an industry-leader in the logistics industry with unlimited potential. Be a part of something big.

Total Quality Logistics is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, genetic information, disability or protected veteran status.


If you are unable to apply online due to a disability, contact recruiting at

Not Specified
Vascular sales Albany $200k+
Salary not disclosed
Albany, New York Metropolitan 1 week ago

What you will be doing:

  • Selling a bag of elite vascular products for a market leader, a large medical device company.
  • Covering Albany and western mass, must be ok with travel
  • open due to promotion

Compensation:

  • $200k uncapped
  • company car
  • full benefits

Expereince required

  • 3+ years of procedural-based medical device sales experience
Not Specified
Remote Sales
✦ New
Salary not disclosed
Remote Sales

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.

Job Description

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!

Qualifications
  • 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.
Additional Information
  • 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.

Remote working/work at home options are available for this role.
Not Specified
Remote Sales Representative, Urology
✦ New
Salary not disclosed
Remote Sales Representative, Urology

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.

Principal Responsibilities

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.

Education / Experience Requirements

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

Specialized Skills / Other Requirements

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 %


Remote working/work at home options are available for this role.
Not Specified
Yacht Client Advisor Manager (Remote East Coast)
✦ New
Salary not disclosed
Our Not-So-Secret Sauce

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).

A Day in the Life

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.

Our Future Colleague

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.

Valuable Benefits

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.


Remote working/work at home options are available for this role.
Not Specified
Real Estate Agent -- Flexible Work Schedule
✦ New
Salary not disclosed

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


Remote working/work at home options are available for this role.
Not Specified
Personal Banker (Hybrid - RDF)
✦ New
Salary not disclosed
Personal Banker (Hybrid - RDF)

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:
Growth MindsetDiversity & InclusionCommunicationChange Ready LeadershipResponsibilityProblem SolvingTech & Data SavvyCU Business Acumen

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


Remote working/work at home options are available for this role.
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