Sr. Member Relationship Advisor

Chevron Federal Credit Union • Pascagoula, MS

277d • $19 - $26

About The Position

Chevron Federal Credit Union is one of the top-run credit unions in the country - and one of the largest, with $4.8 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, Tuition reimbursement.

Requirements

• 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.
• 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.

Nice To Haves

• Ability to learn quickly and adapt to change.
• 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 core competencies through daily projects and tasks.

Responsibilities

• Deliver a consistent and exceptional member experience with every member interaction.
• Build relationships with members through needs assessment and recommending products and services that serve their financial needs.
• Advise members on improving financial health with savings, managing debt, building credit, lending options, digital banking, and marketing campaigns and promotions.
• Proactively outreach to members and prospects and perform follow up activities including calling to deepen relationships.
• Assist members with completion of loan applications, inspecting documents for accuracy and thoroughness for stipulations.
• Review loan applications, gather credit histories and reports, and work with consumer lending to assess credit risks.
• Engage members with mortgage and other internal and external partners to help members with their financial goals.
• Participate and may lead business development events to identify sales prospects and follow up on leads to achieve both individual and branch sales targets as assigned.
• Assist 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.
• Perform 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.
• Handle more complex member service functions and transactions.
• Be 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.

Benefits

• 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
• Tuition reimbursement

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED