Member Relations Pro — Financial Wellness & Service

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

Job summary

Chartway Credit Union in Virginia Beach is seeking a full-time Relationship Specialist to deliver exceptional member service, handle transactions, open accounts, and provide financial solutions for members.

The role reports to the Branch Manager and requires 1–3 years of customer service experience and an Associate’s degree or equivalent. Salary is $20–$22 per hour with branch hours Mon-Thu 9:00 AM–5:00 PM; Fri 9:00 AM–6:00 PM; Sat 9:00 AM–1:00 PM.

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

Relationship building

Customer service

Communication skills

Financial transactions

MS Office

Credit union policies

Compliance awareness

Education

Associate’s degree or equivalent experience

Tools

MS Office

Job description

Chartway Credit Union in Virginia Beach is seeking a full-time Relationship Specialist to deliver exceptional member service, handle transactions, open accounts, and provide financial solutions for members.

The role reports to the Branch Manager and requires 1–3 years of customer service experience and an Associate’s degree or equivalent. Salary is $20–$22 per hour with branch hours Mon-Thu 9:00 AM–5:00 PM; Fri 9:00 AM–6:00 PM; Sat 9:00 AM–1:00 PM.