Member Relations Advisor for Financial Wellness

Chartway Federal Credit Union; Chesapeake, Northern (VA, KY); Hybrid; USD 28,000 - 30,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive benefits package

Job summary

Chartway Federal Credit Union is hiring a Relationship Specialist in Chesapeake, VA. The role focuses on delivering exceptional member service, financial wellness guidance, and proactive outreach to grow relationships within Chartway’s member base.

The position requires 1–3 years of customer service experience and strong communication skills, with opportunities to support new accounts, personal financing, real estate lending, and referrals within a collaborative branch team.

Qualifications

• Education: Associate’s degree or equivalent 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

Relationship building

Communication skills

Problem solving

MS Office

Education

Associate’s degree or equivalent experience

Tools

MS PowerPoint

MS Word

MS Excel

MS Office

Job description

Chartway Federal Credit Union is hiring a Relationship Specialist in Chesapeake, VA. The role focuses on delivering exceptional member service, financial wellness guidance, and proactive outreach to grow relationships within Chartway’s member base.

The position requires 1–3 years of customer service experience and strong communication skills, with opportunities to support new accounts, personal financing, real estate lending, and referrals within a collaborative branch team.