Relationship Development Manager

7 days ago


Port Arthur, Texas, United States Chevron Federal Credit Union Full time
About the Role

We are seeking a highly skilled Sr. Member Relationship Advisor to join our team at Chevron Federal Credit Union.

Key Responsibilities
  • Member Experience: Provide exceptional service to members, ensuring their financial needs are met with our products and services.
  • Financial Needs Assessment: Identify members' financial requirements and offer tailored recommendations to address those needs.
  • Transaction Handling: Handle complex transactions and activities, including financial planning and relationship management.
Requirements
  • Business Acumen: Possess a deep understanding of business principles and practices.
  • Financial Knowledge: Have a solid grasp of financial concepts, including banking and financial services.
  • Communication Skills: Excellent communication and interpersonal skills, with the ability to build strong relationships with members and colleagues.


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