Bilingual (Spanish) Relationship Specialist (Universal Banker) - Salt Lake Crossing

Chartway Credit Union•Salt Lake City, UT

10d•Onsite

About The Position

The Relationship Specialist is part of a highly skilled branch service team and is responsible to the Branch Manager. The role creates personal experiences and provides financial solutions to Chartway members, helping individuals and families thrive. Relationship Specialists work collaboratively with Chartway team members and represent the credit union positively in the community. Spanish bilingual proficiency is required. The position is full-time and based at Salt Lake Crossing in Salt Lake City, Utah. The hiring range is $20–$22 per hour; higher compensation may be considered based on experience, qualifications, and internal equity. Branch hours are Monday–Thursday, 9:00 AM–5:00 PM; Friday, 9:00 AM–6:00 PM; and Saturday, 9:00 AM–1:00 PM. Candidates must have a good credit history for consideration. Salary requirements must be included, and resumes must be accompanied by a Chartway Employment Application.

Requirements

Bilingual Spanish proficiency is required.
Associate’s degree or equivalent experience.
1–3 years of experience providing excellent 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 challenging situations and establish and maintain control.
Demonstrated ownership and ability to meet deadlines.
Knowledge of and commitment to diversity and inclusion best practices; ability to work collaboratively with people from varied identities, cultures, and backgrounds.
Willingness to take on new challenges in a dynamic, 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, processes, products, and services.
Ability to recognize possible suspicious activities or transactions involving members or credit union team members, directors, executives, or officers.
Good credit history for consideration.
Include salary requirements and submit a Chartway Employment Application with the resume.

Responsibilities

Create an exceptional member-service environment that provides sound financial wellness and consultative advice.
Develop and build relationships with members through proactive outreach and follow-up.
Collaborate and communicate proactively with the branch team 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, and assist members with new account establishment, personal financing, real estate lending, investment referrals, and small business deposit products.
Be accountable for branch operations, compliance, best practices, and federal regulations.
Promptly notify management, as required by credit union policy, when unusual activity that could indicate financial crime or attempts to evade reporting requirements is observed.