Job Title: Floater Relationship Specialist
Job Type: Full-time
Location: Murray, South Jordan and West Jordan, 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.

The Floater Relationship Specialist is responsible to the Branch Manager for identifying and discussing the financial needs of new and existing members. Explores and defines opportunities for Credit Union products/services to meet current and future needs of existing and new members. Responsibilities include assisting members with opening new accounts, processing loan requests, and cross-selling credit union products and services.

Qualifications include an Associate's degree or equivalent experience, and approximately 2-3 years as a Relationship Specialist or equivalent position. Must have the ability to successfully sell Chartway products and services to achieve organizational, and team goals. Must be a self-motivated individual who can work independently with a strong initiative and have the ability to handle multiple tasks within specified deadlines. Willing to travel to local branches as needed. 

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.

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
• 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.