Relationship Specialist (Universal Banker)

Location: St. George, Utah

About the role

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.

Schedule

Monday – Thursday 9:00 AM – 5:00 PM; Friday 9:00 AM – 6:00 PM; Saturday 9:00 AM – 1:00 PM

Pay

Hiring range: $20 - $22 per hour (higher compensation may be considered based on experience, qualifications, and internal equity)

Responsibilities

• 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 and accurately performs member transactions and assists 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
• Understands and is aware of possible suspicious activities or transactions by members or team members; promptly notifies management as required by credit union policy if unusual activity is observed

Requirements

• 1-3 years’ experience in providing top-notch customer service, imaginative problem resolution, and relationship building
• Associate’s degree or equivalent experience
• Good credit history
• Bilingual in Spanish preferred but not required

Skills

• Ability to develop strong relationships in a warm and professional manner
• Proficient oral, written, and communication skills
• Ability to 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)
• Ability to handle confidential information with discretion
• Knowledge of credit union policies, procedures, and processes related to the products and services offered

Benefits

Chartway offers a competitive salary and a comprehensive benefits package.