Member Relationship Advisor

Chevron Federal Credit Union is one of the top‑run credit unions in the country – and one of the largest, with $5 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 GENERAL SUMMARY Accurately perform branch functions while providing exceptional member experience. Identify member financial needs and provide recommendations utilizing our products and services to serve those needs. Position Duties & Functions 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

This positionparticipatesin the Branch Channel Incentive Plan. Incentives are paid quarterly and are based on individual sales production, branch team sales performance, and member experience metrics. Quarterly payouts include structured dollar-based awards for achieving sales point thresholds and branch performance goals. Incentive earnings vary based on performance and are discretionaryin accordance withplan terms.