Relationship Specialist (Universal Banker) - Crossroads

Job Description: Responsible to the Branch Manager, the Relationship Specialist is part of a highly skilled service team, committed to unlocking the potential of individuals and families so they can thrive. Relationship Specialists work collaboratively with Chartway team members to create personal experiences and provide financial solutions for Chartway’s members. Responsible and 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