Member Relationship Advisor
$41,246–$56,701 year
On-siteBakersfield, California, United States
Job Summary
Accurately perform branch functions while providing exceptional member experience by identifying financial needs and recommending products. Deliver consistent service through needs assessments, advising on savings, debt management, and lending options, and proactively outreaching to deepen relationships. Assist with loan applications, document inspections, credit history reviews, and mortgage engagements while processing transactions, preventing fraud, and balancing cash daily. Participate in business development events to identify sales prospects and achieve branch targets. Perform daily branch operations including ATM servicing and other assigned tasks, potentially serving as a Notary Public. Requires 1-2 years of customer service or cash handling experience and proficiency in Windows-based applications.
Required Qualifications
- 1 to 2 years' customer service and/or cash handling experience
- High school diploma, GED, or equivalent
- 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
- Ability to prioritize
- Ability to understand and align with our core competencies through daily projects and tasks: Growth Mindset, Diversity & Inclusion, Communication, Change Ready Leadership, Responsibility, Problem Solving, Tech & Data Savvy, CU Business Acumen
- Appropriate vision, dexterity, and other physical abilities
- Ability 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
- Must be able to lift up to 20 pounds
Desired Qualifications
- Financial services experience
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