Relationship Manager

4 weeks ago

Houston, Texas, United States Chartway Federal Credit Union Full time
Job Title: Relationship Specialist

Job Type: Full-time

Location: Houston, Texas

At Chartway Federal Credit Union, we value 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.

As a Relationship Specialist, you will be part of a highly skilled service team, committed to unlocking the potential of individuals and families so they can thrive. You will work collaboratively with Chartway team members to create personal experiences and provide financial solutions for Chartway's members.

Responsibilities:

  • Create an environment of exceptional member service that provides sound financial wellness and consultative advice for our members
  • Develop and build relationships with Chartway's member base through proactive outreach and follow-up
  • Proactively collaborate and communicate with the branch team and other departments to successfully find solutions for members
  • Easily transition between job functions and responsibilities within the branch to effectively respond to members' needs
  • Represent Chartway positively in the community
  • Efficiently and accurately perform member transactions and 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

Requirements:

  • 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
  • Bilingual in Spanish is preferred but not required

Education and Experience:

  • Education: Associate's or equivalent experience
  • Experience: 1-3 years' experience 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.

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