Sr Member Relationship Advisor

Chevron Federal Credit Union is seeking a Sr Member Relationship Advisor to provide exceptional member experience, identify member financial needs, and recommend products and services to serve those needs. The ideal candidate will have 2 years of related experience, a high school diploma or equivalent, and excellent customer service skills.

Requirements

• 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.
• 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.

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