Sr. Member Relationship Advisor

About the Company

Chevron Federal Credit Union is one of the top‑run 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 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

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.

• Deliver a consistent and exceptional member experience with every member interaction.
• Build relationships with members through needs assessment and recommending products and services that serve their financial needs.
• Advise members on improving financial health with savings, managing debt, building credit, lending options, digital banking, and marketing campaigns and promotions.
• Proactively outreach to members and prospects and perform follow up activities including calling to deepen relationships.
• Assist 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.
• Engage members with mortgage and other internal and external partners to help members with their financial goals.
• Participate and may lead business development events to identify sales prospects and follow up on leads to achieve both individual and branch sales targets as assigned.
• Assist 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.
• Perform 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.
• Handle more complex member service functions and transactions.
• Be 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.
• Other duties as assigned.

• 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.

• 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.

• Ability to learn quickly and adapt to change; ability to quickly learn specialized applications and systems.
• 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

• 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…