Member Relationship Advisor

Chevron Federal Credit Union•Houston, TX

2d•Onsite

About The Position

Chevron Federal Credit Union is seeking a Member Relationship Advisor to accurately perform branch functions while providing exceptional member experience. The role involves identifying member financial needs and providing recommendations utilizing our products and services to serve those needs. This position is crucial in building relationships with members and advising them on improving their financial health.

Requirements

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.
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.
Excellent customer service skills.
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 Change Ready Leadership Responsibility Problem Solving Tech & Data Savvy CU Business Acumen

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.