Relationship Specialist (Universal Banker) - Stansbury

Chartway Credit Union•Stansbury Park, UT

9d•Onsite

About The Position

The Relationship Specialist is part of a skilled branch service team that works collaboratively to create personal experiences and provide financial solutions for Chartway members. The role is responsible to the Branch Manager and helps individuals and families pursue financial wellness through exceptional service, consultative advice, relationship-building, and proactive outreach. The specialist moves between branch functions as needed and supports members with transactions and a range of financial products and services. The position also contributes to community representation and is accountable for branch operations, compliance, best practices, and federal regulations.

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 and maintain control in challenging situations.
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 Microsoft 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 is required for consideration.
Salary requirements must be included with the application, and resumes must be accompanied by a Chartway Employment Application.

Nice To Haves

Bilingual in Spanish.

Responsibilities

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