Relationship Specialist (Universal Banker)

Chartway Credit Union; Tooele (UT); Presencial; USD 28.000 - 30.000; Tempo integral

Resumo da vaga

Chartway Federal Credit Union in Tooele, Utah is seeking a Relationship Specialist to deliver exceptional member service, build trust, and provide sound financial wellness guidance. This is a full-time role with branch hours that support the community’s needs.

You will engage members, process transactions, support new accounts and lending referrals, and collaborate with the branch team to meet goals while upholding regulatory standards.

Qualificações

• 1-3 years' experience in providing top notch customer service, imaginative problem resolution and relationship building
• Associate's or equivalent experience in a related field

Responsabilidades

• 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

Conhecimentos

Relationship development

Communication skills

Problem solving

Ownership

Diversity & inclusion

Under pressure

MS Office

Formação

Associate's or equivalent experience

Ferramentas

MS Office

Descrição da vaga

Job Title: Relationship Specialist

Job Type: Full-time

Branch Hours: Monday - Thursday 9:00 AM - 5:00 PM; Friday 9:00 AM - 6:00 PM; Saturday 9:00 AM - 1:00 PM

Location: Tooele, Utah

Hiring Range: $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 of listening and learning. We treat people with respect, integrity, and kindness, and are committed to continuously developing a diverse and inclusive workplace where team members are empowered to be their authentic selves. All backgrounds, viewpoints, and life experiences are welcome, knowing this commitment strengthens our credit union family and communities.

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. Promptly notify 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

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.

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