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Sr. Financial Services Representative

Company: Chevron Federal Credit Union
Location: Houston
Posted on: June 12, 2021

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 sabbaticals
  • Tuition reimbursement

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. Knowledgeably assist members with their consumer lending needs. Adhere to both individual and branch sales goals as assigned.

Member Service Responsibilities

  • Perform general and vault teller functions such as: receiving and cashing checks and cash for deposits, examining checks for endorsements, accepting and processing loan payments, cashing checks, and paying out money.
  • Keep records of money and negotiable instruments involved in financial transactions, entering transactions into computer.
  • Balance currency, coin, and checks.
  • Process non-monetary mail transactions including deposit verifications, address changes, check orders, statement questions, requests for copies, etc.
  • Process membership applications and collect initial deposits.
  • As needed, remove deposits, count and balance, and replenish cash in automated teller machines and express drop boxes.
  • Identify member needs by reviewing account data and promote new and additional products and services to enhance members' financial satisfaction. Complete a member profile questionnaire during member interactions.
  • Identify sales prospects and follow up on leads in order to adhere to both individual and branch sales targets as assigned.
  • Participate in Business Development events and actively solicit new memberships and promote additional products and services to existing members.
  • Provide information on all Credit Union services, counsel members and prospective members in person or by phone on membership requirements, and provide information on all savings and consumer loan products.

Lending Responsibilities

  • Recognize and identify member's deposit and loan needs demonstrating through understanding of all consumer loan products.
  • Interview loan applicants to obtain personal and financial date and review loan applications for completeness.
  • Accurately enter information in loan systems.
  • Review and evaluate the member's credit report. Make recommendations to loan officers to approve or deny loan requests based on automated loan systems results.
  • Assist in the loan funding process by following Direct Lending Center procedures.

Assume a lead role within the branch:

  • Assist in managing the branch within authorized authority, and in accordance with practices as set out in policy and procedures.
  • Handle more complex member service functions.
  • Assist Branch Manager with Branch Monthly Audits and review branch reports as assigned.

Promote Credit Union-sponsored business and lending functions. In Manager's absence, assume Manager's responsibilities by coaching, mentoring and leading other employees.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


  • Two-year certificate from college or technical school, plus two to three years' related experience and/or training. Equivalent combination of education and experience may substitute for stated qualifications.


  • Ability to speak clearly, tactfully, and effectively to members, volunteers, and employees at all levels of organization.
  • Additional for Sr. FSR: Ability to read and interpret documents such as loan agreements and debt obligation documents such as judgments, liens, maintenance enforcement orders and similar instructions and processes related to debt obligations and recovery procedures.
  • Ability to compute rates, ratios, and percentages.
  • Ability to effectively use all applicable banking and loan systems.
  • Moderate keyboard skills at 40 wpm and 10-key by touch.


  • Employee must be flexible, a self starter, highly motivated and able to work independently.
  • Ability to work effectively with members and employees at all levels in the organization
  • Ability to maintain complete confidentiality of member, employee, and Credit Union information.
  • Accurate and efficient cash handling skills
  • Detail orientation and accuracy
  • Excellent customer service skills
  • Ability to become a Notary Public


The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Work routinely involves sitting or standing for up to eight hours per day.
  • Work involves extensive use of computers, up to eight hours per day.
  • May include occasional pushing, pulling, or carrying objects weighing up to 20 pounds such as files and documents.
  • Must be able to speak on the telephone for several hours per day.
  • Requires close vision, distance vision, and the ability to adjust focus.

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.

Keywords: Chevron Federal Credit Union, Houston , Sr. Financial Services Representative, Other , Houston, Texas

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