Relationship Specialist - Personal Banking & Financial

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

Benefits offered by this job

Comprehensive benefits

Job summary

Chartway Federal Credit Union in Herriman, Utah is seeking a Relationship Specialist to join our service team. You will build strong member relationships, provide consultative financial guidance, and support transactions and account activities to help members achieve financial wellness.

The role requires 1–3 years of customer service experience, an associate’s degree or equivalent, and a friendly, compliant approach in a busy branch environment. Competitive benefits and salary are provided.

Qualifications

• Education: Associate's degree or equivalent experience.
• 1-3 years' experience in providing top notch customer service and relationship building.

Responsibilities

• Provide exceptional member service and consultative financial guidance.
• Develop and build relationships with Chartway's member base through proactive outreach.
• Collaborate with the branch team to find solutions for members.
• Transition between branch functions to respond to members' needs.
• Represent Chartway positively in the community.
• Assist with transactions and new account setup, financing, and related lending and deposit products.

Skills

Relationship building

Customer service

Communication

Problem solving

Education

Associate's degree or equivalent experience

Tools

MS Office

Job description

Chartway Federal Credit Union in Herriman, Utah is seeking a Relationship Specialist to join our service team. You will build strong member relationships, provide consultative financial guidance, and support transactions and account activities to help members achieve financial wellness.

The role requires 1–3 years of customer service experience, an associate’s degree or equivalent, and a friendly, compliant approach in a busy branch environment. Competitive benefits and salary are provided.