Relationship Specialist (Universal Banker)

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

Job summary

Chartway Federal Credit Union in St. George, UT is seeking a Relationship Specialist to provide exceptional member service and financial guidance. This full-time role collaborates with the branch team to deliver tailored solutions and maintain community trust.

You will build relationships, manage transactions, and contribute to a compliant, efficient branch environment while embodying Chartway’s values and standards.

Qualifications

• Associate’s or equivalent experience.

Responsibilities

• Creates an environment of exceptional member service with 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

MS Office

Spanish language

Education

Associate’s or equivalent experience

Job description

JobTitle: Relationship Specialist
Job Type: Full-time
BranchHours: Monday – Thursday 9:00 AM – 5:00 PM; Friday 9:00 AM – 6:00 PM; Saturday9:00 AM – 1:00 PM
Location: St. George, Utah
HiringRange: $20 - $22 per hour
(Higher compensation may be considered based on experience,qualifications, and internal equity)

All of us at Chartway stand united in our strong culture oflistening and learning. We treat people with respect, integrity, and kindness,and are committed to continuously developing a diverse and inclusive workplacewhere team members are empowered to be their authentic selves. All backgrounds,viewpoints, and life experiences are welcome, knowing this commitmentstrengthens our credit union family and communities.

Responsible to the Branch Manager, the Relationship Specialist is part of a highly skilledservice team, committed to unlocking the potential of individuals and familiesso they can thrive. Relationship Specialists work collaboratively with Chartwayteam members to create personal experiences and provide financial solutions forChartway’s members.

Responsible and Accountable for:

• 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

Knowledge, Skills and Abilities:

• Ability to develop strong relationships in a warm and professional manner
• Proficient oral, written, and communication skills
• Respond, establish, and maintain control when handling challenging situations
• Demonstrated sense of ownership and ability to meet deadlines
• Knowledge and embodiment of diversity and inclusion best practices; ability to work collaboratively with individuals and groups from various identities, cultures, and backgrounds
• Willingness to take on new challenges in a dynamic and changing environment and work gracefully under pressure
• Fundamental analysis and problem-solving skills.
• Basic experience with MS Office - PowerPoint, Word, and Excel
• Able to handle confidential information with discretion
• Knowledge of credit union policies, procedures and processes related to the credit union and the product and services it offers
• Ability to understand and be aware of possible suspicious activities or transactions by members or by team members, directors, executives, or officers of the credit Union. Promptlynotify management as required by credit union policy if unusual activity is observed which could be an indication of financial crime or efforts to evade reporting requirements of the Bank Secrecy Act or other laws and regulation
• Bilingual in Spanish preferred but not required

Education and Experience:

• Education: Associate’s or equivalent experience
• Experience: 1-3 years’ experience in providing top notch customer service, imaginative problem resolution and relationship building

Chartway offers a competitive salary and a comprehensive benefits package. Candidates must have a good credit history for consideration.

Chartway Federal Credit Union is an EOE/M/F/ Disability/Vet Employer.