Member Experience & Financial Wellness Advisor

Chartway Federal Credit Union

Virginia Beach (VA)

On-site

USD 28,000 - 30,000

Full time

7 days ago

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Benefits offered by this job

Comprehensive benefits

Competitive compensation

Job summary

Chartway Federal Credit Union in Virginia Beach, VA is seeking a Relationship Specialist to join our full-time team. You will help members achieve financial wellness through personalized service and proactive outreach.

Responsibilities include building relationships, guiding members with accounts and lending, and ensuring branch compliance while collaborating with colleagues across departments to deliver practical financial solutions.

Qualifications

Associate’s degree or equivalent experience.
1–3 years in customer service and relationship building.
Experience in financial services is a plus.

Responsibilities

Creates an environment of exceptional member service and offers financial guidance.
Develops and builds relationships with our member base through outreach.
Collaborates with branch and departments to find member solutions.
Transitions between branch functions to respond to member needs.
Represents Chartway positively in the community.
Manages member transactions and assists with accounts, lending, and deposits.
Ensures branch operations, compliance, and regulatory standards.