Member Relationship Advisor

Chevron Federal Credit Union is one of the top‐run credit unions in the country – and one of the largest, with $4.8 billion in assets. Yet our corporate culture is not stuffy: the Team Spirit Committee runs fun activities and charitable events throughout the year, and work‑life 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:

• Bonus/incentives 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

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.

Position Duties & Functions

• Delivers a 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 in 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.
• Other duties as assigned

POSITION REQUIREMENTS

EXPERIENCE and EDUCATION

• 1 to 2 years’ customer service and/or cash handling experience required. Financial services experience preferred.
• High school diploma, GED, or equivalent.
• 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 10-key.
• Proficient in the use of basic applications in a Windows-based environment, including Outlook, Word, and Excel. Moderate keyboard skills at 40 wpm.

COMPETENCIES

• Ability to learn quickly and adapt to change; ability to quickly learn specialized applications and systems.
• Willingness to take responsibility for his/her actions and respond promptly.
• Initiative and self‑direction.
• Ability to effectively communicate and collaborate with people at all levels.
• Sound problem‑solving and decision‑making 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

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 and/or through digital means of communication, including but not limited to Zoom/Teams or other video technologies.

We welcome all qualified applicants and pride ourselves on our diversity. Reasonable accommodations will be made to enable individuals with disabilities…