Apply on Employer Site

Chartway Credit Union · 17 hours ago

Relationship Specialist

Suffolk, VA

Full-time

Onsite

Entry Level

1+ years exp

Chartway Credit Union is committed to fostering a diverse and inclusive workplace. The Relationship Specialist plays a key role in delivering exceptional member service and building strong relationships with members by providing tailored financial solutions and support.

BankingFinanceFinancial ServicesOnline Portals

Hiring Manager

Lisa Deubler, CCUFC

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 & 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

Qualification

Customer serviceRelationship buildingCommunication skillsProblem-solvingMS OfficeDiversityInclusion

Required

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

Education: Associate's or equivalent experience

Experience: 1-3 years' experience in providing top notch customer service, imaginative problem resolution and relationship building

Benefits

Comprehensive benefits package

Company

Chartway Credit Union

Guided by our Purpose and Values, we're honored to serve more than 230,000 members through our branch network and a full line of traditional and digital financial products and services, including Online, Mobile, Video, and Telephone Banking.

Founded in 1959

Virginia Beach, Virginia, USA

501-1000 employees