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Relationship Specialist (Universal Banker) - Sunset
Relationship Specialist (Universal Banker) - Sunset-November 2024
St. George
Nov 19, 2024
About Relationship Specialist (Universal Banker) - Sunset

  Job Title: Relationship Specialist

  Job Type: Full-time

  Location: St. George, Utah

  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. 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. 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.

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