Member Relationship Advisor

About the role

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.

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.

Responsibilities

• 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

Requirements

• 1 to 2 years’ customer service and/or cash handling experience required.
• Financial services