Growth-Focused Universal Banker & Relationship Pro

Chartway Federal Credit Union; Norfolk (VA); On-site; USD 42,000 - 46,000; Full time

Job summary

Chartway Federal Credit Union in Norfolk, VA, seeks a Relationship Specialist to deliver exceptional member service and financial guidance. You will handle member transactions, establish new accounts, and provide personal financing and deposit solutions.

You will work closely with the branch team to meet member needs, while upholding compliance and delivering a positive member experience. The role requires 1–3 years of customer service and strong communication.

Qualifications

• Associate’s or equivalent experience required.
• 1–3 years of top-notch customer service experience and relationship building.

Responsibilities

• Provide exceptional member service and financial wellness guidance.
• Build and maintain relationships with Chartway members through proactive outreach.
• Collaborate with branch team and other departments to resolve member needs.
• Assist with member transactions, new accounts, personal financing, real estate lending, referrals, and deposits.
• Ensure branch operations comply with policies and regulations.

Skills

Relationship building

Communication skills

MS Office

Discretion

Customer service

Education

Associate’s or equivalent experience

Tools

MS Office

Job description

Chartway Federal Credit Union in Norfolk, VA, seeks a Relationship Specialist to deliver exceptional member service and financial guidance. You will handle member transactions, establish new accounts, and provide personal financing and deposit solutions.

You will work closely with the branch team to meet member needs, while upholding compliance and delivering a positive member experience. The role requires 1–3 years of customer service and strong communication.