Senior Member Experience & Financial Health Advisor

Chevron Federal Credit Union; Houston (TX); 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 in Houston seeks a Branch Associate to accurately perform daily branch functions while delivering an exceptional member experience. You will identify member financial needs and offer suitable products and services to meet those needs.

Key duties include handling transactions, assisting with loan applications, supporting other staff, and contributing to branch events and outreach. Notary duties may be required depending on the location.

Qualifications

• 2 years’ related branch, call center, or financial service experience.
• High school diploma, GED, or equivalent; Bachelor's degree preferred.
• Equivalent combination of education and experience may substitute for stated qualifications.

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.

Skills

English proficiency

Basic math

Windows apps

Education

High school diploma

Bachelor's degree preferred

Tools

Outlook

Word

Excel

Job description

Chevron Federal Credit Union in Houston seeks a Branch Associate to accurately perform daily branch functions while delivering an exceptional member experience. You will identify member financial needs and offer suitable products and services to meet those needs.

Key duties include handling transactions, assisting with loan applications, supporting other staff, and contributing to branch events and outreach. Notary duties may be required depending on the location.