Chevron Federal Credit Union is one of the largest credit unions in the United States, managing more than $5 billion in assets. While it is a financial powerhouse, the company maintains a people-first culture rooted in diversity, respect, and work-life balance. Employees are supported not only with competitive pay and benefits but also with a collaborative environment that encourages growth, innovation, and career longevity.
Team members enjoy fun activities and charitable initiatives led by the internal Team Spirit Committee, reinforcing the belief that financial services should be both professional and people-oriented. At Chevron FCU, you’ll find the stability of a leading credit union combined with the approachable, inclusive culture of a close-knit workplace.
About the Role
CFCU is actively seeking Member Experience Specialists to join its growing team. This is a remote, full-time role designed for individuals passionate about providing excellent service and helping members achieve financial confidence.
As a Member Experience Specialist, you will be the voice and advocate of the credit union, handling inquiries with empathy, accuracy, and efficiency. The position goes beyond standard customer service—you’ll be building trust, strengthening member relationships, and promoting tailored solutions that enhance financial well-being.
This opportunity is ideal for professionals with prior call center or financial services experience who are looking to combine career growth with meaningful impact.
Responsibilities
In this role, you will:
- Respond to member inquiries across multiple service areas, including loans, debit/ATM issues, online banking, wire transfers, and account services.
- Process everyday financial transactions such as fee reversals, transfers, payments, check orders, and account updates with speed and accuracy.
- Troubleshoot and resolve member issues while escalating complex concerns to the appropriate departments when needed.
- Educate members about financial products, services, and self-service digital tools to help them reach their financial goals.
- Actively promote relevant credit union services, opening new opportunities and strengthening long-term relationships.
- Document all interactions in the internal CRM system, ensuring clarity and compliance.
- Contribute to continuous improvement by identifying service trends and recommending solutions.
- Support the team by training new agents, answering peer questions, and sharing best practices during collaborative sessions.
What Success Looks Like
- Members receive clear, courteous, and reliable support on every interaction.
- Financial transactions are processed with precision and compliance.
- Opportunities to deepen relationships and cross-sell services are maximized.
- The credit union’s reputation for trust, excellence, and member-first service is reinforced with every contact.
Qualifications
To succeed in this role, you should have:
- 2–5 years of call center experience (financial services experience is a plus).
- A high school diploma (or equivalent).
- Strong communication skills, both written and verbal, with a focus on professionalism.
- Comfort with technology, including Windows-based systems, Microsoft Office, Zoom, and CRM platforms.
- Ability to type at least 40 words per minute and handle data entry accurately.
- Strong problem-solving skills with the ability to prioritize and adapt in a fast-paced environment.
- A proven ability to maintain confidentiality and manage sensitive information.
Benefits & Compensation
Chevron Federal Credit Union offers a comprehensive package that reflects its commitment to employee well-being and career development. Benefits include:
- Competitive salary based on geographic zone, with typical ranges between $33,600 – $57,700 annually.
- Bonus and incentive opportunities for all regular employees.
- 401(k) retirement plan with an 8% company contribution.
- Medical, dental, and vision insurance covering employees and dependents at 80%.
- Generous paid time off (PTO) plus paid sabbaticals.
- Tuition reimbursement and continuous training opportunities.
- Inclusive culture with strong values around diversity, equity, and inclusion.
Why Join CFCU?
This role gives you the opportunity to work remotely from anywhere in the U.S., while being part of a mission-driven credit union that prioritizes both its members and employees. By joining Chevron FCU, you are not just taking a job—you are investing in a long-term career with an organization committed to financial empowerment, innovation, and community impact.
How to Apply
If you are ready to grow your career while making a difference in the lives of members, apply today.
