Sr Member Relationship Advisor

Chevron Federal Credit Union is one of the toprun 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 worklife 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:

• Bonusincentives 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

  Accurately perform branch functions while providing exceptional member experience. Identify member financial needs and provide recommendations utilizing our products and services to serve those needs. May handle more complex transactions and activities including outbound events, supporting other branch employees, and branch tasks assigned by management.

  POSITION DUTIES and FUNCTIONS

  • Delivers consistent and exceptional member experience with every member interaction.
  • Builds relationships with members through needs assessments and product and service recommendations that serve their financial needs.
  • Advises members on improving financial health with savings, managing debt, building credit, lending options, digital banking, and marketing campaigns and promotions.
  • Proactively outreaches to members and prospects and performs follow up activities including calling to deepen relationships.
  • Assists members with completion of loan applications, inspecting documents for accuracy and thoroughness for stipulations. Reviews loan applications, gathers credit histories and reports, and works with Consumer Lending to assess credit risks.
  • Engages members with mortgage and other internal and external partners to help members with their financial goals.
  • Participates and may lead business development events to identify sales prospects and follows up on leads to achieve both individual and branch sales targets as assigned.
  • Assists members with financial transactions including working with cash and checks while adhering to policies and procedures to accurately process transactions,
  • identify and prevent fraud, and balance cash negotiables daily.
  • Performs daily branch duties and responsibilities as assigned by manager including servicing ATMs and other branch operations tasks.
  • May be required to become a Notary Public based on the needs of the branch location.
  • Handles more complex member service functions and transactions.
  • Acts as a resource to train new and existing branch employees as needed.
  • May support branch manager in branch activities including monthly audits, branch reports, and other branch tasks as assigned.

  • EXPERIENCE and EDUCATION

    • 2 years’ related branch, call center, or other related financial service experience required.
    • High school diploma, GED, or equivalent. Bachelor’s degree preferred.
    • 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.
      • Basic math skills including the ability to compute rates, ratios, and percentages using a 10key.
      • Proficient in the use of basic applications in a Windowsbased 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 selfdirection.
        • Ability to effectively communicate and collaborate with people at all levels.
        • Sound problemsolving and decisionmaking ability, including the ability to prioritize.
        • Ability to understand and align with our core competencies through daily projects and tasks.

        • Growth Mindset		Diversity & Inclusion		Communication		Change Ready Leadership
          Responsibility		Problem Solving		Tech & Data Savvy		CU 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 andor through digital means of communication, including but not limited to ZoomTeamsor 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: https:www.chevronfcu.orgaboutuscareers

            Zone 4: $39,552.00 $54,384.00

            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 EVerify.

            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 8002328101 for assistance.

            CFCU Is CPRA Compliant for California Employees and Applicants, to review the Notice at Collection, click here. To submit a request, please refer to the Careers page for the CPRA Request Form.

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