Member Growth & Financial Wellness Advisor

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

Job summary

Chartway Federal Credit Union in Virginia Beach, VA is seeking a Relationship Specialist to join our service team. This full-time role supports members with financial solutions, explains products, and processes transactions in a welcoming branch setting.

Under supervision of the Branch Manager, you will build lasting member relationships through proactive outreach, collaboration with the branch and other departments, and thoughtful financial guidance.

Qualifications

• Associate degree or equivalent experience is required.
• 1–3 years of customer service experience preferred.
• Ability to build strong member relationships and provide trusted guidance.

Responsibilities

• Deliver exceptional member service and financial wellness guidance.
• Develop and nurture relationships with Chartway’s member base through proactive outreach.
• Collaborate with branch team and other departments to solve member needs.
• Handle transactions and assist with new accounts, lending, and referrals as needed.
• Represent Chartway positively in the community and maintain compliance with policies.

Skills

Relationship building

Communication skills

Problem solving

Ownership mindset

Diversity & inclusion

Adaptability

Education

Associate’s degree or equivalent experience

Tools

MS Office

Job description

Chartway Federal Credit Union in Virginia Beach, VA is seeking a Relationship Specialist to join our service team. This full-time role supports members with financial solutions, explains products, and processes transactions in a welcoming branch setting.

Under supervision of the Branch Manager, you will build lasting member relationships through proactive outreach, collaboration with the branch and other departments, and thoughtful financial guidance.