Sales Jobs in Wi Remote

Madison, WI, USA

27.50 per hour. Additional incentivized pay rates based on hours worked.

Hourly. Contract. Mileage Reimbursement.

Brand Ambassador

Carbliss is a brand of SNFood & Beverage which is a family-owned and operated Ready to Drink Cocktail who stands for quality, excellence & innovation. We hire exceptional people who will lead & make learning part of their own career journey. From distribution to marketing, from sales to service, inspiration and motivation is at the core of what we do! An entrepreneurial spirit and the ability to change directions quickly is a must.

A Brand Ambassador is an individual who represents and promotes a brand with a positive and welcoming fashion. This role is crucial for building and maintaining a positive brand image and increasing brand awareness. The primary purpose of this is to do in-store samplings, with occasional samplings in bars and/or restaurants as well as all-day promotional events.

• Develop a deep understanding of the product and the brand in its entirety.
• Stay updated on the features, new releases, brand statistics and unique selling points.
• Maintain a positive and enthusiastic attitude to create a favorable impression.
• Represent the brand in a professional manner at all times.
• Adhere to any dress code or appearance standards set by the company.
• Gather customer feedback and insights to provide to the marketing and product development team.
• Communicate consumer preferences and concerns to improve the overall consumer experience.
• Efficiently and accurately report event-specific data using the Company Sampling Portal.
• Be flexible and able to handle unexpected situations or changes in plans during promotional events.
• Demonstrate consistent attendance and punctuality.
• Ability to commit to 2 Fridays & Saturdays per month.

• Act as a spokesperson for the brand, embodying its values and mission.
• Engage with account managers and event staff for planning and event execution purposes to increase brand visibility.
• Engage with consumers during high priority Off-Premise sampling events at grocery stores, liquor stores, etc.
• Interact with consumers and management during on Premise events at restaurants, bars, community events, etc.
• Execute occasional event marketing for local community events.

NOTE: MUST BE ABLE TO COMMIT TO 2 FRIDAYS & SATURDAYS PER MONTH

A Brand Ambassador is a 1099 Contracted Employee.

SNFood & Beverage is proud to be an Equal Employment Opportunity Employer. SNFood & Beverage complies with all applicable laws prohibiting discrimination based on race, color, religion, sex (including gender, pregnancy, childbirth, and other pregnancy-related conditions), sexual orientation, age, national origin, physical or mental disability, citizenship, genetic information, veteran status, and any other basis protected by federal, state, or local laws.

• Ensure that each customer receives an exceptional customer experience by providing a friendly, helpful environment which includes greeting and engaging every customer, maintaining outstanding standards, demonstrating solid product knowledge and meeting all other components of the company's customer service guidelines.
• In conjunction with management, train and coach associates in all aspects of the business to ensure they have the skills and product knowledge to provide a consistent, exceptional customer experience.
• Adapt management style and approach to a specific situation in order to achieve desired results.
• Foster a respectful work environment for all associates.
• Efficiently manage staff to maintain exceptional customer experience.
• Ensure a clean and safe work environment that includes fixtures, shelves, backroom, bathroom, and sales floor according to company policies.
• Ensure compliance with all policies and procedures through management; including but not limited to a clean uniform following company dress code.
• Ensure appropriate merchandise stock levels, merchandise quality and presentation. Ensure signage is current and displayed properly.
• Ensure accurate product inventory including appropriate on-hand counts and timely receipt of goods.
• Ability to use and understand POS system and computer systems; including but not limited to cash management, opening and closing tills, appropriate markdowns, customer returns and sign creation.

• Exceptional leadership qualities, while remaining approachable, confident and knowledgeable.
• Exceptional communication and interpersonal skills.
• Ability to train and develop sales associates.
• Possess time-management skills and multi-tasking abilities.
• Great organizational and problem-solving skills.
• Possess the ability to adapt and change based upon specific situations.
• Ability to interpret documents such as reports, training materials, operations manual, and other documents.
• Horticulture knowledge (Preferred).
• Skills in operating personal computers, POS systems, and various software packages (Preferred).

Visit Our People page to learn more about Tapestry's commitment to equity, inclusion, and diversity The Sales Associate role is an integral part of the stores overall success and efficiency: demanding direct attention to our brand commitment when se Sales Associate, Sales, Associate, Selling, Operations, Coach

The Assistant Manager oversees daily store operations, including hiring, training, and scheduling team members. This role provides leadership through clear direction, goal setting, and feedback. The Assistant Manager ensures efficient operations and delivers a fast, friendly, and clean guest experience by managing staffing levels, inventory, labor, cash controls, and maintenance needs.

Manager-on-Duty / Shift Leadership

• Act as the manager-on-duty during assigned shifts in the absence of the Store Manager
• Assume full responsibility for store operations, team performance, and customer experience during the shift
• Direct, prioritize, and assign work to CSRs to ensure efficient and effective operations
• Monitor performance and provide real-time coaching, guidance, and corrective instruction as needed
• Ensure compliance with company policies, procedures, safety standards, and cash-handling guidelines
• Serve as the primary point of contact for customer issues, emergencies, and operational concerns
• Document and communicate shift activities, incidents, and follow-up needs to store management

Customer Service

• Greet and acknowledge every customer to create a welcoming environment
• Assist customers and provide product or service recommendations
• Handle customer concerns and complaints professionally and resolve issues within policy guidelines
• Escalate unresolved issues to store management when appropriate
• Monitor store activity and report suspicious behavior or safety concerns
• Communicate clearly and effectively with team members and guests

Sales and Cash Handling

• Promote customer loyalty and enroll customers in the rewards program
• Stay informed on current promotions, advertised products, and sales
• Upsell by recommending complementary or similar items
• Accurately process transactions using the POS system while following cash-handling and loss prevention procedures
• Ensure all items are scanned, paid for, and secured, especially high-risk merchandise
• Verify ID and comply with age-restricted sales laws and policies
• Ensure accurate pricing, labeling, and promotional updates
• Explain car wash programs and assist with traffic flow during peak times if applicable

Store Cleanliness and Appearance

Interior:

• Maintain clean, sanitary, and well-stocked restrooms, food service stations, and customer spaces
• Empty interior trash receptacles and keep register area clean, neat, and organized
• Respond to spills and maintain clean organized cooler and storage areas
• Ensure floors, displays, and merchandise are organized and maintained according to merchandising standards and planograms

Exterior:

• Maintain the cleanliness, safety, and overall appearance of the exterior area, including parking lot, fueling areas, entrances, and dumpster areas
• Ensure safety by shoveling and salting walkways, pump areas, and car wash entrance/exit if applicable and notifying maintenance of any lighting issues
• Maintain fuel station and dispenser areas by cleaning equipment, monitoring conditions, replenishing supplies, and reporting issues as needed
• Monitor exterior equipment and fixtures for cleanliness, functionality, and signs of damage or tampering and report issues as needed
• Perform tasks such as picking up trash, emptying trash receptacles, basic landscaping upkeep, minor painting or touch-up tasks, and spill response as needed

Operational Support

• Prepare and serve food items in accordance with food safety and sanitation standards
• Audit inventory on a regular basis; including lottery, cigarettes, other tobacco products
• Review DVR system to monitor store activity.
• Support inventory management activities including receiving deliveries, stocking merchandise, rotations, product placement, and removing expired or damaged products
• Monitor in-ground gasoline storage inventory.
• Troubleshoot and report any equipment or maintenance issues.
• Support store operations during high-volume periods, staffing shortages, or special promotions as needed
• Responsible for recruiting and training new team members
• Run daily reports, reconcile shift sheets, complete PDI reporting, and banking procedure. Responsible for transport of bank deposit to bank
• Utilize available reports and data to develop and implement plans to maximize sales to meet or exceed goals and objectives.
• Perform other duties as assigned by Store Manager

Requirements and Qualifications

• Must be available to work a minimum of 40 hours per week and provide support 24 hours per day, 7 days per week by being on duty or on call.
• Provide support and coverage to store as needed, occasionally beyond regularly scheduled work times.
• Must possess and maintain a valid driver's license
• Must have access to a reliable vehicle for banking purposes
• Basic reading, writing and math skills
• Ability to operate point of sale, store, and car wash equipment
• Ability to follow company policies, procedures, and safety standards
• Maintain proper uniform standards while on duty
• Must meet the minimum age requirements for selling alcohol in the state in which the position is located (18 years of age in Ohio, Michigan, and Wisconsin, 21 years of age in Illinois)

Education and Experience

• Must hold a high school diploma or equivalent
• Prior customer service or cashier experience
• Previous experience supervising others is preferred.

Physical Requirements

• Ability to stand or walk for extended periods of time
• Ability to bend, reach, and perform repetitive motions
• Ability to regularly lift up to 25 pounds and occasionally lift up to 50 pounds
• Ability to perform physical tasks requiring moderate exertion in varying outdoor weather conditions

Work Environment

• Fast-paced convenience store environment with frequent customer interaction
• Indoor and outdoor work conditions

Required Travel

• Banking purposes
• Assisting other store locations
• Training classes

True North is an equal opportunity employer and considers applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other legally protected class.

California applicants: Please review the Costco Applicant Privacy Notice. The jobs listed are examples of the typical kinds of positions that Costco may hire for when openings exist. The listing does not mean that any positions are currently open or available at Costco.

Position Summary: Answers telephone and schedules appointments for the hearing center. Rings sales, provides clerical support, cleans area, and provides prompt and courteous customer service.

For additional information about pay ranges, click here.

We offer a comprehensive package of benefits including paid time off, health benefits (medical/dental/vision/hearing aid/pharmacy/behavioral health/employee assistance), health care reimbursement account, dependent care assistance plan, short-term disability and long-term disability insurance, AD&D insurance, life insurance, 401(k), and stock purchase plan to eligible employees.

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