Sr. Member Relationship Advisor

Chevron Federal Credit Union•Pascagoula, MS

4d•$19 - $27

About The Position

The Sr. Member Relationship Advisor accurately performs branch functions while providing an exceptional member experience. The role identifies members’ financial needs and recommends relevant products and services. It may involve complex transactions and activities, outreach and business-development events, support for other branch employees, and branch tasks assigned by management. The advisor helps members with financial health, lending, transactions, and connections to internal and external partners, while following applicable procedures and supporting branch operations.

Requirements

At least 2 years of related branch, call center, or other financial-services experience.
High school diploma, GED, or equivalent; an equivalent combination of education and experience may substitute for stated qualifications.
Effective English writing and speaking skills, including 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 keyboarding skills of 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.
Sound problem-solving and decision-making skills, including prioritization.
Ability to understand and align with the organization’s core competencies: Growth Mindset, Diversity & Inclusion, Communication, Change Ready Leadership, Responsibility, Problem Solving, Tech & Data Savvy, and CU Business Acumen.
Ability to use a computer extensively, with appropriate vision, dexterity, and other physical abilities.
Ability to speak and present by telephone or digital communication tools, including Zoom, Teams, or similar video technologies.

Nice To Haves

Bachelor’s degree.

Responsibilities

Deliver a consistent, exceptional experience during every member interaction.
Build member relationships by assessing needs and recommending products and services that address members’ financial needs.
Advise members on financial health, including savings, debt management, credit building, lending options, digital banking, and promotions.
Proactively contact members and prospects and follow up to deepen relationships.
Assist with loan applications, review documents for accuracy and completeness, gather credit histories and reports, and work with Consumer Lending to assess credit risks.
Connect members with mortgage and other internal and external partners to support their financial goals.
Participate in and potentially lead business-development events, identify sales prospects, and follow up on leads to meet individual and branch sales targets.
Assist with financial transactions involving cash and checks; follow procedures to process transactions accurately, identify and prevent fraud, and balance cash negotiables daily.
Perform assigned daily branch duties, including ATM servicing and other branch operations tasks.
Become a Notary Public if required by the needs of the branch location.
Handle complex member-service functions and transactions.
Train new and existing branch employees as needed.
Support the branch manager with activities such as monthly audits, branch reports, and other assigned tasks.
Perform other duties as assigned.