Sr. Member Relationship Specialist

Title: Sr. Member Relationship Specialist

Company: Chevron Federal Credit Union

Schedule: Monday‑Friday, 8:00 AM – 5:00 PM

Environment: Branch‑based | Member‑facing | Sales + Banking Services

Why Join us? Build meaningful, long‑term relationships with members while helping them improve their financial well‑being. This role offers the opportunity to provide personalized banking solutions, lending guidance, and digital tools within a community‑focused, member‑first credit union environment.

This is a hybrid relationship management + sales + member service role where you will support members across day‑to‑day banking, lending needs, and financial wellness. You'll act as a trusted advisor while also contributing to branch growth through proactive outreach and business development.

• Deliver exceptional member experiences during every interaction
• Conduct needs assessments and recommend appropriate financial products/services
• Provide guidance on financial health (savings, debt, credit, lending, digital banking)
• Perform proactive outreach and follow‑ups to deepen relationships and drive engagement
• Assist with loan applications
  , documentation review, and credit history gathering
• Partner with lending, mortgage, and internal/external teams to support member goals
• Participate in and potentially lead business development events
• Process cash and check transactions accurately while preventing fraud
• Support branch operations
  , including ATM servicing and administrative tasks
• Act as a resource/trainer for team members and assist with branch reporting/audits
• Handle complex member service issues and transactions

• Experience in banking, credit union, or financial services
• Proven business development or outbound sales experience
• Strong ability to build relationships and uncover member needs
• Experience with consumer lending or loan support processes
• Cash handling experience with strict adherence to compliance and fraud controls
• Strong communication, multitasking, and problem‑solving skills

• Member‑focused mindset with consistent, high‑quality service delivery
• Ability to assess needs and recommend tailored financial solutions
• Knowledge of savings strategies, debt management, and credit building
• Familiarity with loan application review and credit evaluation support
• Strong attention to detail in transaction processing and documentation
• Comfort with outbound engagement and relationship‑building activities

Salary: $44,990 – $61,659 per year. Benefit package offered upon hire, including HSA and 401(k) options.

Permanent position based out of Greeley, CO. Fully onsite.

Position anticipated to close on 16 Jun 2026.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.