Relationship Specialist (Universal Banker) - Obici at Chartway Federal Credit Union
Suffolk, Virginia, USA -
Full Time


Start Date

Immediate

Expiry Date

04 Dec, 25

Salary

0.0

Posted On

05 Sep, 25

Experience

1 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Fundamental Analysis, Excel, Relationship Building, Reporting Requirements, Directors, Embodiment, Ownership, Groups, It, Resumes, Communication Skills, Customer Service, Bank Secrecy Act, Discretion, Professional Manner, Consideration

Industry

Financial Services

Description

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.
    If a reasonable accommodation is needed for the job interview process, please contact our Talent Acquisition Team at 1-877-319-4818 extension 74862 or email us at recruiter@chartway.co
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
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