Relationship Specialist (Universal Banker) - Town Center

Chartway Federal Credit Union•Virginia Beach, VA

21d•$20 - $22

About The Position

The Relationship Specialist is part of a skilled service team at Chartway Federal Credit Union, helping individuals and families thrive by creating personal experiences and providing financial solutions to members. The role works collaboratively with Chartway team members and reports to the Branch Manager. The Relationship Specialist provides exceptional member service, sound financial wellness guidance, and consultative advice. The role supports a range of member needs, including transactions, new accounts, personal financing, real estate lending, investment referrals, and small business deposit products. It also contributes to branch operations and compliance with applicable practices, policies, and federal regulations. The position is based in Virginia Beach, Virginia. 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. Candidates must have a good credit history for consideration, include salary requirements, and submit a Chartway Employment Application with their resume.

Requirements

Associate’s degree or equivalent experience.
1–3 years of experience providing customer service, resolving problems, 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 maintain control.
Demonstrated ownership and ability to meet deadlines.
Knowledge of and commitment to diversity and inclusion practices, and ability to collaborate with people from varied identities, cultures, and backgrounds.
Willingness to take on new challenges in a dynamic environment and work under pressure.
Fundamental analysis and problem-solving skills.
Basic experience with Microsoft PowerPoint, Word, and Excel.
Ability to handle confidential information discreetly.
Knowledge of credit union policies, procedures, processes, products, and services.
Ability to recognize potentially suspicious activity or transactions and follow credit union reporting policy.
Good credit history; salary requirements and a Chartway Employment Application must accompany the resume.

Responsibilities

Create an environment of exceptional member service that supports 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.
Accurately and efficiently perform member transactions and assist with new accounts, personal financing, real estate lending, investment referrals, and small business deposit products.
Support branch operations, compliance, best practices, and adherence to federal regulations.
Promptly notify management of unusual activity as required by credit union policy when it may indicate financial crime or attempts to evade reporting requirements.