Apply on Employer Site

Chevron Federal Credit Union · 3 weeks ago

Member Relationship Advisor

Pascagoula, Mississippi, United States

Full-time

Onsite

Entry Level

$17.43/hr - $23.97/hr

1+ years exp

Chevron Federal Credit Union is one of the top-run credit unions in the country, and they are seeking a Member Relationship Advisor to provide exceptional member experiences. The role involves identifying member financial needs and providing recommendations utilizing the credit union's products and services.

BankingFinancial ServicesLending

Diversity & Inclusion

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

Qualification

Customer serviceCash handlingBasic math skillsWindows applicationsEffective communicationProblem-solvingAdaptability

Required

1 to 2 years' customer service and/or cash handling experience required

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

Work involves extensive use of computers, up to eight hours per day

Appropriate vision, dexterity, and other physical abilities are required

May include occasional pushing, pulling, or carrying objects weighing up to 20 pounds

Must be able to speak and present on the telephone and/or through digital means of communication, including but not limited to Zoom/Teams/or other video technologies