Sr. 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. The corporate culture emphasizes team spirit, work‑life balance, mutual respect, diversity, and giving every employee a voice. The Team Spirit Committee runs fun activities and charitable events throughout the year.

Responsibilities

• Delivers 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 and may lead 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.
• Handles more complex member service functions and transactions.
• Acts as 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.

Requirements

Experience and Education

• 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.