Member Relationship Advisor

Chevron Federal Credit Union; Pleasant Hill (CA); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Bonus/incentives for regular employees

401(k) with 8% company contribution

Medical, dental, and vision insurance

PTO and paid sabbaticals

Job summary

Chevron Federal Credit Union is seeking a Branch Associate in Pleasant Hill, CA to deliver exceptional member experiences and perform daily branch operations. You will assess member needs, recommend appropriate products, and assist with loan applications while ensuring accuracy and compliance.

The role emphasizes helping members achieve financial health, handling transactions, and collaborating with internal partners for mortgage and other services.

Qualifications

• 1–2 years of customer service and/or cash handling experience.
• 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/service recommendations.
• Advises members on financial health, savings, debt management, credit building, lending options, digital banking, and campaigns.
• Outreaches to members and prospects, following up to deepen relationships.
• Assists members with loan applications, reviews documents for accuracy, and coordinates with Consumer Lending.
• Engages members with mortgage and other partners to help achieve financial goals.
• Participates in business development events to identify sales prospects and follow up on leads.
• Assists members with transactions, balances cash, and adheres to policies to prevent fraud.
• Performs daily branch duties including servicing ATMs and other branch tasks.
• May be required to become a Notary Public.
• Other duties as assigned

Skills

Customer service

Cash handling

English proficiency

Basic math

Windows applications

Typing (40 wpm)

Education

High school diploma or equivalent

Tools

Outlook

Word

Excel

Job description

Pleasant Hill
Walnut Creek, CA 94597, USA

Description

Chevron Federal Credit Union is one of the top-run credit unions in the country – and one of the largest, with $5 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

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.

Position Duties & Functions

• 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

POSITION REQUIREMENTS

EXPERIENCE and EDUCATION

• 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 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.

COMPETENCIES

• Ability to learn quickly and adapt to change; ability to quickly learn specialized applications and systems.
• Willingness to take responsibility for his/her actions and respond promptly.
• 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:

Growth Mindset

Diversity & Inclusion

Communication

Responsibility

Problem Solving

Tech & Data Savvy

CU Business Acumen

PHYSICAL DEMANDS

• Work involves extensive use of computers, up to eight hours per day. Appropriate vision, 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 and present on the telephone and/or through digital means of communication, including but not limited to Zoom/Teams/or other video technologies.

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This position participates in the Branch Channel Incentive Plan. Incentives are paid quarterly and are based on individual sales production, branch team sales performance, and member experience metrics. Quarterly payouts include structured dollar-based awards for achieving sales point thresholds and branch performance goals. Incentive earnings vary based on performance and are discretionaryin accordance withplan terms.

EQUAL EMPLOYMENT OPPORTUNITY STATEMENT:

Chevron Federal Credit Union (CFCU) is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status. CFCU participates in E-Verify.

If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact us at 800-232-8101 for assistance.

CFCU Is CPRA Compliant for California Employees and Applicants, to review the Notice at Collection, click here . To submit a request, please refer to the Careers page for the CPRA Request Form.

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Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.