Relationship Officer

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

GENERAL SUMMARY:As the Relationship Officer (RO), you will play a pivotal role in driving brand awareness, fostering new membership growth, and deepening relationships with our valued members. You will lead and support both outbound and internal branch initiatives aimed at achieving these objectives.

DUTIES AND RESPONSIBILITIES:

• New Business Development:
  • Proactively schedule and execute member development events and collaborate with Business Development team on incremental opportunities.
  • Cultivate and nurture new member relationships, presenting products and services as solutions to their financial needs.
  • Pursue leads obtained from activity to achieve both individual and branch sales targets.
• Member Relationship Management:
  • Document needs assessments with members to effectively recommend products and services that serve their financial needs.
  • Advise members of efficient ways to save, manage debt, build credit, borrow, and utilize convenient virtual banking channels.
• Exceptional Service Delivery:
  • Perform Branch functions accurately, including new member onboarding, cash or check transactions, inquiries, and account maintenance.
  • Deepen and retain member relationships through established follow up process.
• Leadership and Other Duties:
  • Embrace leadership responsibilities at the branch, including coaching, mentoring, and leading other employees and branch functions.

FURTHER ESSENTIAL JOB FUNCTIONS:

• Maintain complete confidentiality of member, employee, and Credit Union information.
• Must have access to a vehicle, a clean driving record, and the flexibility to travel frequently to execute member development opportunities.
• May require overnight travel to fulfill new member development opportunities.
• A high percentage of attendance is also an essential function of this position.

QUALIFICATION REQUIREMENTS:

EDUCATION and EXPERIENCE:

• 3 to 5 years’ related financial services or sales experience required. Retail branch banking sales experience preferred.
• High school diploma, GED or equivalent. Bachelor’s degree preferred.
• Equivalent combination of education and experience may substitute for stated qualifications.

KNOWLEDGE and SKILLS:

• Ability to effectively communicate with empathy. Speaks and writes clearly, tactfully, and effectively in English using correct spelling and grammar.
• Excellent listening skills with the ability to reflectively respond.
• 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.

PERSONAL ATTRIBUTES and APTITUDES:

• Impeccably high integrity
• Willingness to take responsibility for his/her actions and respond promptly.
• Ability to learn quickly and adapt to change; ability to quickly learn specialized applications.
• Initiative and self-direction.
• Ability to effectively communicate with people at all levels.
• Ability to work effectively with others as required by the position.
• Sound problem-solving and decision-making ability, including the ability to prioritize. 
• Ability to efficiently produce a significant volume of high-quality work.

PHYSICAL DEMANDS:  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Work involves extensive use of computers, up to eight hours per day. Appropriate visual, dexterity and other physical abilities are required.
• Work involves setting up and tearing down displays and other physical activities related to business development events. May include pushing, pulling or carrying heavy objects.
• Must be able to speak on the telephone.

SALARY AND BENEFITS:

Salary is based on qualifications and geographical location (Zone). Benefit information can be located on our Careers page here: https://www.chevronfcu.org/about-us/careers 

Pay Range: $48,739.60 - $67,016.95

EQUAL EMPLOYMENT OPPORTUNITY STATEMENT:

Chevron Federal Credit Union (CFCU) is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status. CFCU participates in E-Verify.

If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact us at 800-232-8101 for assistance.

CFCU Is CPRA Compliant for California Employees and Applicants, to review the Notice at Collection, click here. To submit a request, please refer to the Careers page for the CPRA Request Form.

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