Relationship Specialist (Universal Banker)

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

Benefits offered by this job

Competitive salary

Comprehensive benefits package

Job summary

Chartway Federal Credit Union in Washington, Utah is seeking a Relationship Specialist for a full-time role. The position supports a branch-based service team, delivering sound financial wellness guidance and proactive member outreach.

You will handle transactions, assist with new accounts, personal financing, real estate lending, and referrals, while upholding compliance and community representation.

Qualifications

• Experience in customer service and relationship building.
• Education: Associate’s or equivalent experience.
• Ability to handle confidential information discreetly.

Responsibilities

• Creates an environment of exceptional member service with financial wellness and consultative advice.
• Develops relationships with Chartway’s member base through proactive outreach.
• Collaborates with branch team and other departments to find member solutions.
• Transitions between branch responsibilities to address members’ needs.
• Represents Chartway positively in the community.
• Handles member transactions and assists with new accounts, personal financing, real estate lending, referrals, and deposit products.

Skills

Relationship building

Customer service

Communication skills

Problem solving

Diversity & inclusion

Discretion with confidential info

Bilingual Spanish (preferred)

Team collaboration

Ownership & deadlines

MS Office familiarity

Education

Associate’s or equivalent experience

Tools

MS Office

Job description

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: Washington, 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 to the Branch Manager, the Relationship Specialist is part of a highly skilled service team, committed to unlocking the potential of individuals and families so they can thrive. Relationship Specialists work collaboratively with Chartway team members to create personal experiences and provide financial solutions for Chartway’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. 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
• Bilingual in Spanish is preferred but not required

Education and Experience:

• Education: Associate’s or equivalent experience
• Experience: 1-3 years’ experience in 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.

If a reasonable accommodation is needed for the job interview process, please contact our Talent Acquisition Team at 1-877-319-4818 extension 45863 or email us at [e-mail]