Relationship Specialist (Universal Banker) - Lynnhaven

About the role

The Relationship Specialist works collaboratively with Chartway team members to create personal experiences and provide financial solutions for Chartway's members. They are responsible for developing and building relationships with Chartway’s member base through proactive outreach and follow-up.

Responsibilities

• Create an environment of exceptional member service that provides sound financial wellness and consultative advice for our members
• Proactively collaborate and communicate with the branch team and other departments to successfully find solutions for members
• Easily transition between job functions and responsibilities within the branch to effectively respond to members' needs
• Perform member transactions efficiently and accurately, assisting 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

Requirements

• 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
• Knowledge of credit union policies, procedures, and processes related to the credit union and the product and services it offers
• Able 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

Qualifications

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

Skills

• 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
• Knowledge of credit union policies, procedures, and processes related to the credit union and the product and services it offers
• Able 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

Benefits

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.

Pay

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

Schedule

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

Company Information

Chartway is an Equal Opportunity 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 recruiter@chartway.com.