Member Banking Advisor & Relationship Specialist

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

Job summary

Chartway Federal Credit Union in Grantsville, Utah is seeking a Relationship Specialist to join our in-branch service team. You will build personal relationships with members, provide financial wellness guidance, and offer solutions across accounts, loans, and deposits.

Location is Grantsville, UT, with Branch hours and a full-time schedule. The role emphasizes proactive outreach, accurate transactions, and compliance within a supportive team environment.

Qualifications

• Associate's degree or equivalent experience.
• 1-3 years’ experience in providing top notch customer service, imaginative problem resolution and relationship building.
• Ability to handle confidential information with discretion.]
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Responsibilities

• Creates an environment of exceptional member service that provides sound financial wellness and consultative advice for our members
• Develops and builds relationships with Chartway’s member base through proactive outreach and follow up
• Proactively collaborates and communicates with the branch team and other departments to successfully find solutions for members
• Easily transitions between job functions and responsibilities within the branch to effectively respond to members’ needs
• Responsible for positively representing Chartway in the community
• Efficiently & accurately performs member transactions and can easily assist members with new account establishment, personal financing, real estate lending, investment referrals, and small business deposit products
• Accountable for branch operations, compliance, best practices, and federal regulations

Skills

Relationship building

Communication skills

MS Office

Attention to detail

Bilingual Spanish (preferred)

Education

Associate’s degree or equivalent experience

Job description

Chartway Federal Credit Union in Grantsville, Utah is seeking a Relationship Specialist to join our in-branch service team. You will build personal relationships with members, provide financial wellness guidance, and offer solutions across accounts, loans, and deposits.

Location is Grantsville, UT, with Branch hours and a full-time schedule. The role emphasizes proactive outreach, accurate transactions, and compliance within a supportive team environment.