Chevron Federal Credit Union · 2 days ago
Sr Member Relationship Advisor
Houston, Texas, United States
Full-time
Onsite
Mid, Senior Level
$19.97/hr - $27.45/hr
2+ years expChevron Federal Credit Union is one of the top-run credit unions in the country, known for its corporate culture that values work-life balance and diversity. The Sr Member Relationship Advisor will perform branch functions while providing exceptional member experiences, identifying financial needs, and recommending products and services to meet those needs.
BankingFinancial ServicesLending
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
Qualification
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 visual, 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 on the telephone
Preferred
Bachelor's degree
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
Company
Chevron Federal Credit Union
Chevron Federal Credit Union is a financial institution that offers quality products and services to help members achieve financial success.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Becky Bennett
Regional Partnerships Manager - Southeastern USA
Crystal Bergeron
Regional Partnerships Manager
Recent News
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