Job Title: Relationship Specialist

　　Job Type: Full-time

　　Location: Washington, UT

　　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

　　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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