Relationship & Financial Wellness Advisor (Universal Banker)

Chartway Federal Credit Union; Saint George (UT); On-site; USD 28,000 - 30,000; Full time

Job summary

Chartway Federal Credit Union is seeking a Relationship Specialist at our Washington, Utah branch to provide personalized financial solutions and build lasting member relationships through exceptional service.

Requires 1–3 years of customer service, an associate degree or equivalent, strong communication, and discretion with confidential information. Spanish preferred. Earn competitive hourly pay and comprehensive benefits.

Qualifications

• 1–3 years of customer service experience.
• Associate degree or equivalent required.
• Strong communication and interpersonal skills.
• Ability to handle confidential information with discretion.
• Spanish language ability preferred but not required.

Responsibilities

• Creates an environment of exceptional member service with financial guidance.
• Develops and builds relationships with Chartway’s member base through proactive outreach.
• Collaborates with branch team and other departments to find solutions for members.
• Handles member transactions and assists with new accounts and financial products.
• Ensures compliance with branch operations and federal regulations.

Skills

Relationship building

Customer service

Communication

Discretion with information

Diversity & inclusion

Spanish preferred

Education

Associate degree or equivalent

Tools

MS Office

Job description

Chartway Federal Credit Union is seeking a Relationship Specialist at our Washington, Utah branch to provide personalized financial solutions and build lasting member relationships through exceptional service.

Requires 1–3 years of customer service, an associate degree or equivalent, strong communication, and discretion with confidential information. Spanish preferred. Earn competitive hourly pay and comprehensive benefits.