Financial Wellness Relationship Specialist

Chartway Credit Union; Chesapeake (VA); On-site; USD 28,000 - 30,000; Full time

Job summary

Chartway Federal Credit Union in Chesapeake, Virginia, is seeking a Relationship Specialist to join our service team. This full-time position focuses on delivering premium member experiences, handling transactions, and offering financial solutions to members.

You'll work with branch colleagues, develop member relationships, and comply with regulatory requirements. The role requires 1–3 years of service experience and an Associate’s degree or equivalent.

Qualifications

• Associates degree or equivalent experience required.
• 1–3 years’ customer service experience preferred.
• Strong relationship-building and communication skills needed.

Responsibilities

• Deliver exceptional member service and financial guidance.
• Develop and nurture relationships with Chartway members.
• Collaborate with branch team to resolve member needs and questions.
• Assist with member transactions and new account setup.
• Represent Chartway professionally in the community and comply with regulations.

Skills

Relationship building

Communication skills

Problem solving

Attention to detail

Discretion with confidential info

Credit union knowledge

MS Office

Education

Associate’s degree or equivalent experience

Tools

MS Office

Job description

Chartway Federal Credit Union in Chesapeake, Virginia, is seeking a Relationship Specialist to join our service team. This full-time position focuses on delivering premium member experiences, handling transactions, and offering financial solutions to members.

You'll work with branch colleagues, develop member relationships, and comply with regulatory requirements. The role requires 1–3 years of service experience and an Associate’s degree or equivalent.