Relationship Specialist (Universal Banker) - Herriman

Chartway Credit Union•Herriman, UT

2d•Onsite

About The Position

The Relationship Specialist is a member of Chartway’s branch service team and reports to the Branch Manager. The role builds relationships with members and provides personal service, consultative guidance, and financial solutions to help individuals and families thrive. The specialist works collaboratively with branch colleagues and other departments, represents Chartway in the community, and moves among branch functions to respond to members’ needs. The position also supports branch operations, compliance, best practices, and federal regulatory requirements.

Requirements

Associate’s degree or equivalent experience.
One to three 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 general 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 best practices, and ability to work collaboratively with people from varied identities, cultures, and backgrounds.
Willingness to take on new challenges in a 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.
Awareness of possible suspicious activity or transactions and understanding of the need to report unusual activity in accordance with policy and applicable laws and regulations.
Good credit history for consideration.
Include salary requirements and submit a Chartway Employment Application with the resume.

Nice To Haves

Bilingual in Spanish.

Responsibilities

Create an exceptional member-service environment and provide financial wellness guidance and consultative advice.
Build relationships with members through proactive outreach and follow-up.
Collaborate and communicate with branch colleagues and other departments to find solutions for members.
Transition among branch job functions and responsibilities to respond effectively to members’ needs.
Represent Chartway positively in the community.
Perform member transactions accurately and efficiently, and assist with new accounts, personal financing, real estate lending, investment referrals, and small-business deposit products.
Support branch operations, compliance, best practices, and federal regulations.
Recognize potentially suspicious activity or transactions and promptly notify management as required by credit union policy.