Bilingual (Spanish) Relationship Specialist (Universal Banker) - Salt Lake Crossing

Chartway Federal Credit Union•Salt Lake City, UT

11d•$20 - $22•Onsite

About The Position

The Relationship Specialist is part of a skilled service team that helps individuals and families thrive by creating personal experiences and providing financial solutions for Chartway members. The role works collaboratively with Chartway team members and reports to the Branch Manager. The position requires Spanish bilingual ability and is based in Salt Lake City, Utah. The Relationship Specialist provides exceptional member service and consultative financial wellness advice, builds member relationships through outreach and follow-up, and assists members with transactions and a range of financial products. The role also supports branch operations, compliance, best practices, and applicable federal regulations.

Requirements

Associate’s degree or equivalent experience.
1–3 years of experience providing excellent customer service, resolving problems, and building relationships.
Bilingual in Spanish.
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 commitment to diversity and inclusion best practices, and ability to work collaboratively with people from various 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.
Ability to recognize possible suspicious activities or transactions involving members or credit union team members, directors, executives, or officers.
Good credit history for consideration.
Salary requirements must be included with the application; resumes must be accompanied by a Chartway Employment Application.

Responsibilities

Create an environment of exceptional member service that provides 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 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.
Be accountable for branch operations, compliance, best practices, and federal regulations.
Promptly notify management as required by credit union policy when unusual activity that could indicate financial crime or attempts to evade reporting requirements is observed.