Sr. Member Relationship Advisor

Chevron Federal Credit Union; Walnut Creek (CA); On-site; USD 42,000 - 63,000; 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 is seeking a Branch Associate to deliver exceptional member service and support. You will assess member needs, recommend products, and help manage funds with precision and care in a fast-paced environment.

Responsibilities include handling transactions, assisting with loans, and collaborating with lending partners to support members’ financial goals. A strong English communicator with basic math skills is essential.

Qualifications

• 2 years’ related branch, call center, or other related financial service experience required.
• 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.
• Advises members on improving financial health with savings, debt, credit, lending, digital banking, and campaigns.
• Outreaches to members and prospects and follows up to deepen relationships.
• Assists with loan applications, reviews credit histories, and works with Consumer Lending to assess risk.

Skills

English communication

Basic math skills

Windows apps

Education

High school diploma

Bachelor’s degree preferred

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. May handle more complex transactions and activities including outbound events, supporting other branch employees, and branch tasks assigned by management.

Position Duties & Functions

• 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

POSITION REQUIREMENTS

EXPERIENCE and EDUCATION

• 2 years’ related branch, call center, or other related financial service experience required.
• High school diploma, GED, or equivalent. Bachelor’s degree preferred.
• 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.
• 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 discretionary in accordance with plan 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.

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.