Relationship Specialist (Universal Banker) - Red Cliffs

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

Job summary

Chartway Federal Credit Union is seeking a Relationship Specialist at our Washington, Utah branch to provide personalized financial solutions and build lasting member relationships through exceptional service.

Requires 1–3 years of customer service, an associate degree or equivalent, strong communication, and discretion with confidential information. Spanish preferred. Earn competitive hourly pay and comprehensive benefits.

Qualifications

• 1–3 years of customer service experience.
• Associate degree or equivalent required.
• Strong communication and interpersonal skills.
• Ability to handle confidential information with discretion.
• Spanish language ability preferred but not required.

Responsibilities

• Creates an environment of exceptional member service with financial guidance.
• Develops and builds relationships with Chartway’s member base through proactive outreach.
• Collaborates with branch team and other departments to find solutions for members.
• Handles member transactions and assists with new accounts and financial products.
• Ensures compliance with branch operations and federal regulations.

Skills

Relationship building

Customer service

Communication

Discretion with information

Diversity & inclusion

Spanish preferred

Education

Associate degree or equivalent

Tools

MS Office

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: Washington, 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.

Responsibleto 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.

Responsibleand 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 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. Salary requirements must be included, and resumes must be accompanied by a Chartway Employment Application for consideration.

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

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