Remote Member Experience Specialist at Chevron Federal Credit Union

Chevron Federal Credit Union is accepting applications for a Remote Member Experience Specialist role. This full-time position supports members by answering questions, processing account requests, troubleshooting issues, and helping members understand credit union products and services.

This is a remote call center role for candidates who enjoy helping people with banking, account maintenance, digital services, and financial questions.

What You’ll Do

As a Member Experience Specialist, you will respond to member inquiries in a professional, accurate, and helpful way. You will listen to member needs, provide information, and help resolve questions related to credit union membership, products, and services.

You may support several workgroups, including lending, ATM and debit card services, online and mobile banking, foreign currency, wire requests, and outbound service calls.

Account and Transaction Support

This role includes processing financial and account maintenance transactions. These may include transfers, fee reversals, check disbursements, loan payments, stop payments, check orders, address updates, contact information updates, overdraft protection options, and automatic payment solutions.

You will also send information and forms through secure electronic methods. Accuracy, confidentiality, and strong documentation habits are important.

Member Education and Product Support

The Member Experience Specialist will help educate members on self-service options, financial goals, account procedures, and available products.

This role also includes identifying member needs and making referrals or opening additional accounts, products, or services when appropriate. The position participates in growth and incentive goals.

Documentation and Compliance

You will document member interactions clearly in the CRM system. You will also follow credit union security procedures, confidentiality standards, regulatory requirements, and call center best practices.

The role includes required online security and regulatory training. You may also help train other agents and assist with questions through Zoom.

Skills and Experience

Chevron Federal Credit Union is looking for candidates with 2 to 5 years of call center experience and a high school diploma, GED, or equivalent experience.

Strong communication, active listening, basic math, confidentiality, problem-solving, keyboarding, and technology skills are important. The role also requires experience with Windows-based tools such as Outlook, Word, Excel, and Zoom. CRM and document storage system familiarity is helpful.

Pay and Benefits

Pay depends on geographic location and qualifications. The listed hourly range is $16.16–$27.78 per hour.

Chevron Federal Credit Union offers benefits such as bonuses or incentives, 401(k) company contribution, medical, dental, and vision insurance, PTO, paid sabbaticals, and tuition reimbursement.

This Remote Member Experience Specialist role is best for someone with call center experience who is comfortable supporting members by phone, handling financial account questions, documenting CRM updates, and meeting service and sales performance goals.