Relationship Officer

Chevron Federal Credit Union•Pascagoula, MS

10h•$22 - $31

About The Position

The Relationship Officer (RO) drives brand awareness, new membership growth, and stronger relationships with credit union members. The role leads and supports outbound and internal branch initiatives, develops new business, identifies members’ financial needs, and recommends relevant products and services. It also performs branch operations and provides leadership, coaching, and mentoring to employees.

Requirements

3 to 5 years of related financial services or sales experience.
High school diploma, GED, or equivalent; an 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 computing rates, ratios, and percentages using a 10-key.
Proficiency with basic applications in a Windows-based environment, including Outlook, Word, and Excel.
Moderate keyboard skills, at 40 words per minute.
Excellent customer service skills.
Ability to learn quickly, adapt to change, and learn specialized applications and systems.
Initiative and self-direction.
Ability to communicate and collaborate effectively with people at all levels.
Problem-solving and decision-making ability, including prioritization.
Ability to maintain complete confidentiality of member, employee, and credit union information.
Ability to understand and align with the listed core competencies: Growth Mindset, Diversity & Inclusion, Communication, Change Ready Leadership, Responsibility, Problem Solving, Tech & Data Savvy, and CU Business Acumen.
Must have access to a vehicle, a clean driving record, and flexibility to travel frequently for member development opportunities.
A high percentage of attendance is an essential function of the position.

Nice To Haves

Bachelor’s degree.

Responsibilities

Schedule and execute member development events, and work with the Business Development team to identify incremental opportunities.
Develop new member relationships and present products and services that address members’ financial needs.
Pursue leads generated through activity to achieve individual and branch sales targets.
Document member needs assessments and recommend relevant products and services.
Advise members on saving, debt management, building credit, borrowing, and using virtual banking channels.
Accurately perform branch functions, including new member onboarding, cash or check transactions, inquiries, and account maintenance.
Retain and deepen member relationships through established follow-up processes.
Coach and mentor employees and lead other employees and branch functions.
Perform other duties as assigned.