Financial Wellness & Relationship Advisor

Chartway Credit Union; Saint George (UT); On-site; USD 28,000 - 30,000; Full time

Job summary

Chartway Federal Credit Union in St. George, UT seeks a Relationship Specialist to deliver exceptional service and financial guidance. You will build lasting member relationships, handle transactions, and Drive solutions across banking products.

The role involves collaborating with the branch team, maintaining compliance, and supporting community outreach. Salary is listed as $20–$22 per hour, with potential for higher compensation based on experience.

Qualifications

• Associate’s degree or equivalent experience.
• 1–3 years’ experience in providing top notch customer service and relationship building.

Responsibilities

• Creates an environment of exceptional member service with financial wellness and consultative advice.
• Develops and builds relationships with Chartway’s member base through proactive outreach and follow up.
• Collaborates with the branch team to find solutions for members and respond to needs.
• Handles member transactions and assists with new account establishment, personal financing, and related products.
• Ensures branch operations comply with policies and regulations.

Skills

Relationship building

Communication skills

Problem solving

MS Office

Education

Associate's degree or equivalent experience

Tools

PowerPoint

Word

Excel

Job description

Chartway Federal Credit Union in St. George, UT seeks a Relationship Specialist to deliver exceptional service and financial guidance. You will build lasting member relationships, handle transactions, and Drive solutions across banking products.

The role involves collaborating with the branch team, maintaining compliance, and supporting community outreach. Salary is listed as $20–$22 per hour, with potential for higher compensation based on experience.