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Chevron Federal Credit Union · 3 weeks ago

Sr. Member Relationship Advisor

Pascagoula, Mississippi, United States

Full-time

Onsite

Mid, Senior Level

$19.02/hr - $26.15/hr

2+ years exp

Chevron Federal Credit Union is one of the top-run credit unions in the country, and they are seeking a Sr. Member Relationship Advisor to provide exceptional member experiences and identify financial needs. The role includes advising members on financial health, assisting with loan applications, and participating in business development events.

BankingFinancial ServicesLending

Diversity & Inclusion

Responsibilities

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

Qualification

Financial service experienceCustomer service skillsBasic math skillsWindows applications proficiencyEffective communicationProblem-solving abilityAdaptabilityInitiative

Required

2 years' related branch, call center, or other related financial service experience required

High school diploma, GED, or equivalent

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

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

Work involves extensive use of computers, up to eight hours per day

Appropriate vision, dexterity and other physical abilities are required

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