Relationship Specialist (Universal Banker) - Town Center

Chartway Credit Union•Virginia Beach, VA

11d•Onsite

About The Position

The Relationship Specialist is part of a skilled branch service team, working collaboratively with Chartway team members to create personal experiences and provide financial solutions that help members and their families thrive. The position reports to the Branch Manager and is based in Virginia Beach, Virginia. The role provides exceptional member service, financial wellness guidance, and consultative advice. It involves building relationships through proactive outreach and follow-up, responding flexibly to members’ needs across branch functions, and representing Chartway in the community. The Relationship Specialist performs member transactions and assists with new accounts, personal financing, real estate lending, investment referrals, and small-business deposit products. The role is also accountable for branch operations, compliance, best practices, and applicable federal regulations. The stated branch hours are Monday through Thursday, 9:00 AM–5:00 PM; Friday, 9:00 AM–6:00 PM; and Saturday, 9:00 AM–1:00 PM. The hiring range is $20–$22 per hour, with higher compensation potentially considered based on experience, qualifications, and internal equity. Chartway offers a competitive salary and comprehensive benefits package. Candidates must have a good credit history for consideration; salary requirements and a Chartway Employment Application must accompany resumes.

Requirements

Associate’s degree or equivalent experience.
1–3 years of experience providing customer service, imaginative problem resolution, and relationship building.
Ability to develop strong relationships in a warm and professional manner.
Proficient oral, written, and communication skills.
Ability to respond to, establish, and maintain control when handling challenging situations.
Demonstrated sense of ownership and ability to meet deadlines.
Knowledge and embodiment of diversity and inclusion best practices, and ability to work collaboratively with people from various identities, cultures, and backgrounds.
Willingness to take on new challenges in a dynamic and changing environment and work gracefully under pressure.
Fundamental analysis and problem-solving skills.
Basic experience with MS Office, including PowerPoint, Word, and Excel.
Ability to handle confidential information with discretion.
Knowledge of credit union policies, procedures, and processes related to the credit union and its products and services.
Ability to recognize possible suspicious activities or transactions involving members or credit union personnel and promptly report unusual activity as required by policy.
Good credit history for consideration.
Salary requirements must be included with the resume, along with a Chartway Employment Application.

Responsibilities

Create an environment of exceptional member service that provides sound financial wellness and consultative advice.
Develop and build relationships with members through proactive outreach and follow-up.
Collaborate and communicate with branch team members and other departments to find solutions for members.
Transition between branch job functions and responsibilities to respond effectively to members’ needs.
Represent Chartway positively in the community.
Perform member transactions efficiently and accurately; assist members with new account establishment, personal financing, real estate lending, investment referrals, and small-business deposit products.
Maintain accountability for branch operations, compliance, best practices, and federal regulations.
Promptly notify management, as required by credit union policy, of observed unusual activity that could indicate financial crime or efforts to evade reporting requirements.