Job Description
Job Title: Relationship Specialist Job Type: Full-time Location: Murray, 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