Sr. Member Relationship Advisor

Chevron Federal Credit Union•Walnut Creek, CA

3d•Onsite

About The Position

Chevron Federal Credit Union is seeking a Member Relationship Advisor to perform branch functions while providing exceptional member experience. This role involves identifying member financial needs and recommending products and services to meet those needs. The advisor may handle complex transactions, participate in outbound events, support other branch employees, and undertake assigned branch tasks. The position emphasizes building member relationships through needs assessments and advising on financial health, including savings, debt management, credit building, lending options, and digital banking. The role also includes proactive member outreach, assisting with loan applications, reviewing credit risks, and collaborating with partners for mortgage and other financial goals. Participation in business development events and achieving sales targets are key aspects, alongside assisting with financial transactions, adhering to policies, preventing fraud, and balancing cash negotiables daily. Daily branch duties, servicing ATMs, and other operational tasks are also part of the role. The advisor may be required to become a Notary Public and will handle more complex member service functions. Additionally, they will act as a resource for training new and existing employees and may support the branch manager with audits and reports.

Requirements

2 years’ related branch, call center, or other related financial service experience required.
High school diploma, GED, or equivalent.
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.
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.

Nice To Haves

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.
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