Relationship Officer

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. Our corporate culture emphasizes work-life balance, mutual respect, diversity, and providing a voice for every employee. The Team Spirit Committee runs fun activities and charitable events throughout the year.

About the role

The Relationship Officer (RO) plays a pivotal role in driving brand awareness, fostering new membership growth, and deepening relationships with our valued members. They lead and support both outbound and internal branch initiatives aimed at achieving these objectives.

Responsibilities

• New Business Development
  • Proactively schedules and executes member development events and collaborates with Business Development team on incremental opportunities.
  • Cultivates and nurtures new member relationships, presenting products and services as solutions to their financial needs.
  • Pursues leads obtained from activity to achieve both individual and branch sales targets.
• Member Relationship Management
  • Documents needs assessments with members to effectively recommend products and services that serve their financial needs.
  • Advises members of efficient ways to save, manage debt, build credit, borrow, and utilize convenient virtual banking channels.
• Exceptional Service Delivery
  • Performs branch functions accurately, including new member onboarding, cash or check transactions, inquiries, and account maintenance.
  • Deepens and retains member relationships through established follow-up process.
• Leadership And Other Duties
  • Embraces leadership responsibilities at the branch, including coaching, mentoring, and leading other employees and other branch functions.
  • Other duties as assigned.

Requirements

• Experience and Education
  • 3 to 5 years’ related financial services or sales 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 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.
  • Excellent customer service skills.
• Competencies
  • 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.
  • Maintain complete confidentiality of member, employee, and Credit Union information.
  • 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 and/or through digital means of communication, including but not limited to Zoom/Teams/or other video technologies.
  • Must have access to a vehicle, a clean driving record, and the flexibility to travel frequently to execute member development opportunities.
  • May require overnight travel to fulfill new member development opportunities.
  • A high percentage of attendance is an essential function of this position.

Benefits

• 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
• Tuition reimbursement

Pay

Pay Range: $23.29 - $32.03 per hour. This position participates in the Branch Channel Incentive Plan. Incentives are paid quarterly and are based on individual sales production, branch team sales performance, and member experience metrics. Quarterly payouts include structured dollar-based awards for achieving sales point thresholds and branch performance goals. Incentive earnings vary based on performance and are discretionary in accordance with plan terms.