Relationship Specialist: Personal Banking Advisor

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

Benefits offered by this job

Comprehensive benefits

Job summary

Chartway Credit Union in Herriman, Utah is seeking a full-time Relationship Specialist to deliver exceptional member service, process transactions, and provide financial solutions. You will build strong member relationships, conduct proactive outreach, and collaborate with the branch team to meet member needs.

The role emphasizes compliance, accurate handling of accounts, and the ability to transition between branch functions as required.

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

• Create an environment of exceptional member service with sound financial wellness guidance.
• Develop and build relationships through proactive outreach and follow-up.
• Collaborate with branch team to find solutions for members and respond to needs.

Skills

Customer service

Relationship building

Communication

Problem solving

MS Office

Education

Associate degree or equivalent experience

Tools

MS Office

Job description

Chartway Credit Union in Herriman, Utah is seeking a full-time Relationship Specialist to deliver exceptional member service, process transactions, and provide financial solutions. You will build strong member relationships, conduct proactive outreach, and collaborate with the branch team to meet member needs.

The role emphasizes compliance, accurate handling of accounts, and the ability to transition between branch functions as required.