Relationship Specialist (Universal Banker)

Chartway Credit Union•Tooele, UT

3d•Onsite

About The Position

The Relationship Specialist is part of Chartway’s service team and is responsible to the Branch Manager. The role works collaboratively with Chartway team members to create personal experiences and provide financial solutions that help members and their families thrive. The position is based in Tooele, Utah, and has branch hours of 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 describes its culture as grounded in listening, learning, respect, integrity, and kindness, and is committed to developing a diverse and inclusive workplace where team members can be their authentic selves. Candidates must have a good credit history for consideration. Salary requirements must be included with the application, and resumes must be accompanied by a Chartway Employment Application.

Requirements

Associate’s degree or equivalent experience.
1–3 years of experience providing customer service, resolving problems creatively, and building relationships.
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 ability to embody diversity and inclusion best practices, and to work collaboratively with people from varied identities, cultures, and backgrounds.
Willingness to take on new challenges in a dynamic 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 personnel.
Good credit history.
Include salary requirements and submit a Chartway Employment Application with the resume.

Responsibilities

Create an exceptional member-service environment by providing sound financial wellness support 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.
Remain accountable for branch operations, compliance, best practices, and federal regulations.
Recognize potentially suspicious activities or transactions and promptly notify management as required by credit union policy when unusual activity may indicate financial crime or efforts to evade reporting requirements.