Relationship Specialist (Universal Banker)

Chartway Federal Credit Union•Tooele, UT

5d•$20 - $22•Onsite

About The Position

The Relationship Specialist is part of a highly skilled branch service team that helps individuals and families thrive by creating personal experiences and providing financial solutions for Chartway members. The role is responsible to the Branch Manager and works collaboratively with Chartway team members to serve members and address their financial needs. The position provides exceptional member service, sound financial wellness guidance, and consultative advice. Relationship Specialists build relationships through proactive outreach and follow-up, assist members with transactions and financial products, and support branch operations, compliance, best practices, and applicable federal regulations. The role also represents Chartway in the community and requires adaptability across branch functions.

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 establish and maintain control.
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 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, 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 team members, directors, executives, or officers.
Candidates must have a good credit history for consideration.
Salary requirements must be included with the application materials, and resumes must be accompanied by a Chartway Employment Application.

Responsibilities

Create an environment of exceptional member service and provide sound financial wellness and consultative advice.
Develop and build relationships with Chartway members through proactive outreach and follow-up.
Collaborate and communicate with the branch team and other departments to find solutions for members.
Transition between job functions and responsibilities within the branch to respond effectively to members’ needs.
Positively represent Chartway 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.
Support branch operations, compliance, best practices, and federal regulations.
Promptly notify management of unusual activity as required by credit union policy when it may indicate financial crime or an effort to evade reporting requirements.