Relationship advisor

Chevron Federal Credit Union is one of the top-run credit unions in the country and one of the largest, with $ billion in assets.

Yet our corporate culture is not stuffy : the Team Spirit Committee runs fun activities and charitable events throughout the year, and work-life balance, mutual respect, diversity, and providing a voice for every employee are all important to us.

As you might imagine, we provide competitive pay and great benefits, including :

• 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

GENERAL SUMMARY : Accurately perform branch functions while providing exceptional member experience. Identify member financial needs and provide recommendations utilizing our products and services to serve those needs.

DUTIES and 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 in 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.
• Other duties as assigned.

FURTHER ESSENTIAL JOB FUNCTIONS :

• Maintain complete confidentiality of member, employee, and Credit Union information.

QUALIFICATION REQUIREMENTS : Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and EXPERIENCE :

• 1 to 2 years’ customer service and / or cash handling experience required. Financial services experience preferred.
• High school diploma, GED or equivalent.
• Equivalent combination of education and experience may substitute for stated qualifications.

KNOWLEDGE and SKILLS :

• Ability to effectively communicate with empathy. Speaks and writes clearly, tactfully, and effectively in English using correct spelling and grammar.
• Excellent listening skills with the ability to reflectively respond.
• 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.

PERSONAL ATTRIBUTES and APTITUDES :

• Impeccably high integrity.
• Willingness to take responsibility for his / her actions and respond promptly.
• Ability to learn quickly and adapt to change; ability to quickly learn specialized applications.
• Initiative and self-direction.
• Ability to effectively communicate with people at all levels.
• Ability to work effectively with others as required by the position.
• Sound problem-solving and decision-making ability, including the ability to prioritize.
• Ability to efficiently produce a significant volume of high-quality work.

PHYSICAL DEMANDS : Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• 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.

SALARY AND BENEFITS :

Salary is based on qualifications and geographical location (Zone). Benefit information can be located on our Careers page here :

Pay Range : $45,320 - $62,315

Last updated : 2024-07-30

Salary : $45,320 - $62,315