Relationship Specialist (Universal Banker) - Herriman

Chartway Federal Credit Union•Herriman, UT

3d•$20 - $22•Onsite

About The Position

The Relationship Specialist is part of a skilled branch service team at Chartway Federal Credit Union and reports to the Branch Manager. The role focuses on helping members and families thrive by creating personal experiences, providing financial solutions, and offering consultative advice that supports financial wellness. The specialist builds relationships through proactive outreach and follow-up, collaborates with branch colleagues and other departments, and adapts to different branch responsibilities to respond to members’ needs. The position also represents Chartway in the community and supports branch operations, compliance, best practices, and federal regulations. The role handles member transactions and assists with new accounts, personal financing, real estate lending, investment referrals, and small-business deposit products. The position is based in Herriman, Utah. 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 excellent customer service, resolving problems imaginatively, 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 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 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 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 potentially suspicious activities or transactions involving members or credit union team members, directors, executives, or officers.
Good credit history is required for consideration.
Salary requirements must be included, and resumes must be accompanied by a Chartway Employment Application.

Nice To Haves

Bilingual in Spanish.

Responsibilities

Create an exceptional member-service environment that provides sound financial wellness support and consultative advice.
Develop and build relationships with Chartway members through proactive outreach and follow-up.
Collaborate and communicate proactively with the branch team and other departments to find solutions for members.
Transition between job functions and branch responsibilities to effectively respond 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 federal regulations.
Promptly notify management, as required by credit union policy, about unusual activity that could indicate financial crime or attempts to evade reporting requirements.