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Member Relationship Advisor

Company: Chevron Federal Credit Union
Location: San Ramon
Posted on: March 14, 2023

Job Description:

Chevron Federal Credit Union is one of the top-run credit unions in the country - and one of the largest, with $4 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 sabbaticalsHours: Mon-Fri 8:00am - 4:30pm PDTBilingual Spanish speakers strongly preferred. -GENERAL SUMMARY: Accurately perform branch functions while providing a high level of personal service as described below. Identify member needs and provide information and assistance in meeting them
    • Perform general and vault teller functions such as receiving deposits, processing loan payments, and cashing checks. Balance currency, coin, and checks.
    • Keep records of money and negotiable instruments involved in financial transactions, entering transactions into computer.
    • Process membership applications and collects initial deposits.
    • Identify member needs by reviewing account data and promote new and additional products and services to enhance members' financial satisfaction. Process member requests for additional products and services.
    • Participate in business development events and actively solicit new memberships and promote additional products and services to existing members.
    • Process non-monetary mail to completion including deposit verifications, address changes, check orders, statement questions, requests for copies, etc.
    • Other duties as assigned.QUALIFICATION REQUIREMENTS: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.EDUCATION and EXPERIENCE:
      • High school diploma or G.E.D.
      • One to three years customer service and cash handling experience. Prior teller experience preferred.OTHER SKILLS:
        • Ability to write using correct spelling and grammar; and to speak clearly, tactfully, and effectively.
        • Ability to quickly learn specialized software applications. Moderate keyboard skills at 40 wpm and 10-key by touch.
        • Accurate and efficient cash handling skills.PHYSICAL REQUIREMENTS:
          • Sitting or standing for up to eight hours per day.
          • Extensive use of keyboard and computer, up to eight hours per day.
          • Includes pushing, pulling, or carrying objects weighing up to 20 pounds.
          • Must be able to speak on the telephone for up to several hours per day.We welcome all qualified applicants and pride ourselves on our diversity. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions of the position.SALARY AND BENEFITS:Salary is based on qualifications and geographical location (Zone). Benefit information can be located on our Careers page here: - -

Keywords: Chevron Federal Credit Union, San Ramon , Member Relationship Advisor, Other , San Ramon, California

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