Chief Experience Officer
Charter Oak Federal Credit Union is seeking an accomplished, forward-thinking Chief Experience Officer (CXO) to help shape the future of member experience, community engagement, and sustainable growth. This executive leader will bring proven credit union leadership, strong retail and operational experience, and a marketing-minded approach to building meaningful relationships with members, employees, and the communities we serve.
As a key member of the Executive Leadership Team, the CXO will champion a deeply member-centric culture—one that delivers consistent, seamless, and highly personal experiences across every channel. This leader will unite member service delivery, deposit operations, and marketing to ensure every interaction reflects Charter Oak’s commitment to service excellence, trust, convenience, and member well-being.
Working in close partnership with the CEO, CLO, and fellow executive leaders, the CXO will combine data, member feedback, market insight, and operational discipline to advance Charter Oak’s strategic priorities. The ideal candidate will be energized by the opportunity to grow membership, deepen engagement, strengthen the Charter Oak brand, and expand our impact as a trusted community institution.
This is an opportunity for a visionary leader to join a strong community Credit Union and help define the next chapter of Charter Oak’s growth—strengthening service, deepening trust, and ensuring every member experience reflects our commitment to improving lives and building stronger communities.
Equal Opportunities Employer Veterans/Disabled.
Read LessDAYVILLE- MEMBER SERVICE REPRESENTATIVE
Be a part of the Charter Oak Federal Credit Union Team!
Member Service Representative is responsible for building member relationships by providing outstanding service.
Prior experience in traditional or electronic banking services is required. Successful candidate must possess excellent communication and interpersonal skills. Previous sales experience and the ability to work in a team environment are essential.
SUMMARY:
Member Service Representatives primary responsibility is, with the aid of APEX tools and training, to sell all Credit Union deposit and loan services to current and potential members in person and on the telephone. MSR will be held accountable for Achieving Performance Excellence goals in their office/department.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
Receives and greets the members, determines their needs and refers them to the proper department when applicable.Communicate with members and potential members to effectively determine their deposit and loan needs.Explain and effectively cross sell credit union services, utilizing APEX tools, while in contact with members.Perform all clerical functions related to establishing and servicing deposits, loans and other products and services offered by the credit union.Assist members in researching, balancing and reconciling their accounts, exercise prudent judgment in using approved powers to service accounts (such as approving checking accounts, waiving fees etc).Have a working knowledge of the laws, rules, regulations and procedures regarding credit union products offered to members. Such laws include, but are not limited to IRA'S, lending, demand deposit and second mortgages.Present a Professional image (attire, mannerisms and work station).Provide suggestions to improve service, control costs, and promote the credit union activities.Performs Loan Originator duties under Regulation Z by taking applications, and assists a member in obtaining or applying to obtain a loan.Oversees and observes all security procedures for the safety and protection of members and the credit union in the safe deposit department under the direction of the Office Manager/Supervisor when applicable.Backup for Teller as needed.Other duties as assigned.Equal Opportunity Employer Veterans/Disabled
Read LessThe Executive Business Partner provides high‑quality administrative and operational support to executive leadership, collaborating with the Executive Assistant who manages Credit Union Board and governance activities. This role ensures day‑to‑day coordination, scheduling, meeting logistics, documentation, and event planning are executed with accuracy, professionalism, and consistency.
The Executive Business Partner plays a key role in enabling organizational effectiveness by ensuring meetings, communications, and events are well‑planned, well‑documented, and executed efficiently. This role requires strong organizational skills, attention to detail, sound judgment, and the ability to manage multiple priorities while maintaining confidentiality and professionalism.
CONTACT CENTER- MEMBER SERVICE REPRESENTATIVE
Be a part of the Charter Oak Federal Credit Union Team!
The Credit Union has part-time and full-time openings for Contact Center Member Service Representatives.
Contact Center Member Service Representative is responsible for providing outstanding member service while answering questions, solving problems, and providing solutions via the telephone, online and email.
Prior Contact Center or banking experience is required. Successful candidate must possess excellent communication and interpersonal skills. The ability to work in a fast paced team environment is essential.
SUMMARY:
Member Service Representatives primary responsibility is, with the aid of APEX tools and training, to sell all Credit Union deposit and loan services to current and potential members in person and on the telephone. MSR will be held accountable for Achieving Performance Excellence goals in their office/department.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
Receives and greets the members, determines their needs and refers them to the proper department when applicable.Communicate with members and potential members to effectively determine their deposit and loan needs.Explain and effectively cross sell credit union services, utilizing APEX tools, while in contact with members.Perform all clerical functions related to establishing and servicing deposits, loans and other products and services offered by the credit union.Assist members in researching, balancing and reconciling their accounts, exercise prudent judgment in using approved powers to service accounts (such as approving checking accounts, waiving fees etc).Have a working knowledge of the laws, rules, regulations and procedures regarding credit union products offered to members. Such laws include, but are not limited to IRA'S, lending, demand deposit and second mortgages.Present a Professional image (attire, mannerisms and work station).Provide suggestions to improve service, control costs, and promote the credit union activities.Performs Loan Originator duties under Regulation Z by taking applications, and assists a member in obtaining or applying to obtain a loan.Oversees and observes all security procedures for the safety and protection of members and the credit union in the safe deposit department under the direction of the Office Manager/Supervisor when applicable.Backup for Teller as needed.Other duties as assigned.Equal Opportunity Employer Veterans/Disabled
Read LessCONTACT CENTER- MEMBER SERVICE REPRESENTATIVE FLOAT
Be a part of the Charter Oak Federal Credit Union Team!
The Credit Union has part-time and full-time openings for Contact Center Member Service Representatives.
Contact Center Member Service Representative is responsible for providing outstanding member service while answering questions, solving problems, and providing solutions via the telephone, online and email.
Prior Contact Center or banking experience is required. Successful candidate must possess excellent communication and interpersonal skills. The ability to work in a fast paced team environment is essential.
SUMMARY:
Member Service Representatives primary responsibility is, with the aid of APEX tools and training, to sell all Credit Union deposit and loan services to current and potential members in person and on the telephone. MSR will be held accountable for Achieving Performance Excellence goals in their office/department.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
Receives and greets the members, determines their needs and refers them to the proper department when applicable.Communicate with members and potential members to effectively determine their deposit and loan needs.Explain and effectively cross sell credit union services, utilizing APEX tools, while in contact with members. Perform all clerical functions related to establishing and servicing deposits, loans and other products and services offered by the credit union. Assist members in researching, balancing and reconciling their accounts, exercise prudent judgment in using approved powers to service accounts (such as approving checking accounts, waiving fees etc). Have a working knowledge of the laws, rules, regulations and procedures regarding credit union products offered to members. Such laws include, but are not limited to IRA'S, lending, demand deposit and second mortgages. Present a Professional image (attire, mannerisms and work station). Provide suggestions to improve service, control costs, and promote the credit union activities.Performs Loan Originator duties under Regulation Z by taking applications, and assists a member in obtaining or applying to obtain a loan. Oversees and observes all security procedures for the safety and protection of members and the credit union in the safe deposit department under the direction of the Office Manager/Supervisor when applicable.Backup for Teller as needed.Other duties as assigned.Equal Opportunity Employer Veterans/Disabled
Float Head Teller Dayville
Be a part of the Charter Oak Federal Credit Union Team!
The Head Teller is responsible for the overall operation of the teller line and building member relationships by providing outstanding service.
Prior experience in traditional or electronic banking services is required. Successful candidate must possess excellent communication and interpersonal skills. Previous sales experience and the ability to work in a team environment are essential.
Achieving quarterly sales is an essential component of the position. Employees looking to advance with the organization must consistently meet sales goals.
Equal Opportunity Employer Veterans/Disabled.
Read LessRETAIL LEADERSHIP DEVELOPMENT MANAGER
Charter Oak Federal Credit Union is seeking a motivated and experienced retail professional to join our team as a Retail Leadership Development Manager. This unique role is designed for a high-performing employee ready to grow into future leadership while supporting branch and contact center operations, coaching frontline teams, strengthening consistency across locations, and helping deliver an exceptional member experience. If you are a strong communicator, natural problem-solver, and collaborative leader who is passionate about developing others and making an impact across Retail, we encourage you to apply.
SUMMARY
The Retail Development Manager is a leadership development role designed to build a ready pipeline of future retail leaders while providing flexible operational coverage across branches and the contact center. This position supports day-to-day retail operations, reinforces consistent procedures and member experience standards, provides coaching and training to frontline employees, and contributes to retail initiatives, SEG development, membership growth, and operational excellence. The role is designed to accelerate growth for high-performing employees who demonstrate strong operational knowledge, leadership potential, sound judgment, and the ability to influence consistent execution across multiple locations.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
Mentor, coach, and train frontline employees by reinforcing procedures, service expectations, operational controls, and member experience standards.
Support branch managers and Retail leadership with team development, onboarding reinforcement, coaching conversations, and consistent execution of retail expectations.Participate in process improvement initiatives, audits, procedure reviews, and compliance-related activities to strengthen operational consistency and risk management.Support retail initiatives and project rollouts by providing field expertise, assisting with testing and implementation, gathering employee feedback, and helping drive adoption across branches and the contact center.Participate in leadership development activities, including manager shadowing, leadership curriculum, goal-setting discussions, performance conversations, and business acumen development.Support SEG development, employer partnerships, community engagement, commercial calling, referral generation, product penetration, and membership growth efforts.Monitor and communicate operational trends, member feedback, service concerns, procedural gaps, and improvement opportunities to Retail leadership.Demonstrate strong knowledge of credit union products, services, systems, policies, procedures, and regulatory requirements.Maintain confidentiality, sound judgment, and professionalism when handling employee matters, member concerns, operational exceptions, and sensitive credit union information.Equal Opportunity Employer. Veterans/Disabled.
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