Relationship Specialist (Universal Banker) - Newtown

Relationship Specialist

All of us at Chartway stand united in our strong culture of listening and learning. We treat people with respect, integrity, and kindness, and are committed to continuously developing a diverse and inclusive workplace where team members are empowered to be their authentic selves. All backgrounds, viewpoints, and life experiences are welcome, knowing this commitment strengthens our credit union family and communities.

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 :

Education and Experience :

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.com.