Member-Centric Universal Banker & Financial Solutions

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

Job summary

Chartway Federal Credit Union in Suffolk, Virginia is seeking a Relationship Specialist who will deliver exceptional member service, build strong member relationships, and provide financial solutions. You will engage with members to identify needs and offer tailored guidance while maintaining compliance and professionalism.

Under the supervision of the Branch Manager, you will handle member transactions, assist with new accounts, personal financing, real estate lending, and referrals, and

Qualifications

• Education: Associate's or equivalent experience
• Experience: 1-3 years' experience in providing top notch customer service, imaginative problem resolution and relationship building

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

Customer service

Relationship building

Communication skills

Problem solving

Time management

Discretion

Diversity & inclusion

MS Office

Education

Associate's degree or equivalent experience

Tools

MS Office

Job description

Chartway Federal Credit Union in Suffolk, Virginia is seeking a Relationship Specialist who will deliver exceptional member service, build strong member relationships, and provide financial solutions. You will engage with members to identify needs and offer tailored guidance while maintaining compliance and professionalism.

Under the supervision of the Branch Manager, you will handle member transactions, assist with new accounts, personal financing, real estate lending, and referrals, and