Client Relations Advisor
2 weeks ago
Position Title: Client Relations Advisor
Employment Type: Full-time
Location: Cedar City, Utah
At Chartway, we are dedicated to fostering a culture of engagement and growth. We prioritize respect, integrity, and kindness, and are committed to nurturing a diverse and inclusive environment where all team members can express their true selves. We believe that embracing various backgrounds, perspectives, and experiences enriches our credit union family and the communities we serve.
The Client Relations Advisor, reporting directly to the Branch Manager, is an integral member of our dedicated service team, focused on empowering individuals and families to achieve their financial goals. This role involves collaborating with fellow Chartway team members to deliver personalized experiences and financial solutions tailored to our members' needs.
Key Responsibilities:
- Foster an atmosphere of outstanding member service that promotes financial wellness and provides consultative guidance.
- Build and nurture relationships with our member base through proactive outreach and follow-up initiatives.
- Collaborate effectively with branch personnel and other departments to identify and implement solutions for our members.
- Adapt seamlessly between various job functions and responsibilities within the branch to meet members' needs efficiently.
- Act as a positive representative of Chartway within the community.
- Accurately and efficiently process member transactions and assist with new account openings, personal financing, real estate lending, investment referrals, and small business deposit services.
- Ensure compliance with branch operations, best practices, and federal regulations.
Required Knowledge, Skills, and Abilities:
- Ability to cultivate strong relationships in a friendly and professional manner.
- Excellent verbal and written communication skills.
- Capability to respond to and manage challenging situations with composure.
- Demonstrated sense of accountability and ability to meet deadlines.
- Understanding and application of diversity and inclusion best practices; ability to collaborate with individuals from diverse identities and backgrounds.
- Willingness to embrace new challenges in a dynamic environment and maintain poise under pressure.
- Fundamental analytical and problem-solving skills.
- Basic proficiency in MS Office applications, including PowerPoint, Word, and Excel.
- Aptitude for handling confidential information with care.
- Familiarity with credit union policies, procedures, and the range of products and services offered.
Education and Experience:
- Education: Associate's degree or equivalent experience.
- Experience: 1-3 years of experience in delivering exceptional customer service, innovative problem-solving, and relationship development.
Chartway offers a competitive salary along with a comprehensive benefits package. Candidates must possess a favorable credit history for consideration. Salary expectations should be included, and resumes must be submitted with a Chartway Employment Application for review.
Chartway Federal Credit Union is an Equal Opportunity Employer.
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