Member Relationship Advisor for Financial Wellness

Chartway Federal Credit Union; Stansbury Park (UT); Hybride; USD 57 308 000 - 63 370 000; Plein temps

Résumé du poste

Chartway Federal Credit Union in Stansbury Park, UT seeks a Relationship Specialist to deliver exceptional member service and financial solutions. You will build member relationships through proactive outreach and collaborate with the branch team to meet member needs.

The role requires 1–3 years in customer service and a willingness to work in a fast-paced environment. Strong communication and problem-solving skills are essential; bilingual Spanish is preferred but not required.

Qualifications

• Associate degree or equivalent experience.
• 1–3 years of customer service and relationship building.
• Spanish preferred but not required.

Responsabilités

• Provide exceptional member service and sound financial guidance.
• Build relationships through proactive outreach and follow-up.
• Collaborate with branch teams to find member solutions.
• Transition between branch duties to serve member needs.
• Represent Chartway positively in the community.
• Handle member transactions and assist with accounts, loans, and referrals.
• Ensure branch operations meet compliance and regulations.

Connaissances

Relationship building

Customer service

Communication

Problem solving

MS Office

Spanish preferred

Formation

Associate degree

Description du poste

Chartway Federal Credit Union in Stansbury Park, UT seeks a Relationship Specialist to deliver exceptional member service and financial solutions. You will build member relationships through proactive outreach and collaborate with the branch team to meet member needs.

The role requires 1–3 years in customer service and a willingness to work in a fast-paced environment. Strong communication and problem-solving skills are essential; bilingual Spanish is preferred but not required.