Member Experience & Financial Health Advisor

Chevron Federal Credit Union; Houston (TX); On-site; USD 32,000 - 46,000; Full time

Benefits offered by this job

Bonus incentives

401(k) with 8% company contribution

Medical, dental, and vision insurance

PTO and paid sabbaticals

Job summary

Chevron Federal Credit Union in Houston seeks a customer-focused team member to handle branch functions and deliver an exceptional member experience. You will assist members with deposits, loans, mortgage referrals, and digital banking while upholding policies and balancing cash. This role requires 1–2 years of cash handling and strong English communication.

Join a culture emphasizing work-life balance, mutual respect, diversity, and employee voice with competitive pay and benefits.

Qualifications

• 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.

Responsibilities

• Delivers a 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 in 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.
• Other duties as assigned

Skills

Customer service

Cash handling

Communication skills

Microsoft Office

Typing 40 wpm

Education

High school diploma or equivalent

Tools

Outlook

Word

Excel

Job description

Chevron Federal Credit Union in Houston seeks a customer-focused team member to handle branch functions and deliver an exceptional member experience. You will assist members with deposits, loans, mortgage referrals, and digital banking while upholding policies and balancing cash. This role requires 1–2 years of cash handling and strong English communication.

Join a culture emphasizing work-life balance, mutual respect, diversity, and employee voice with competitive pay and benefits.