Client Relations Advisor
2 months ago
Job Type: Full-time
At Chartway, we are dedicated to fostering a culture of listening and learning. We prioritize respect, integrity, and kindness, and are committed to building a diverse and inclusive workplace where all team members can express their authentic selves. We believe that a variety of backgrounds, perspectives, and experiences enrich our credit union family and the communities we serve.
As a key member of our service team, the Relationship Specialist works under the guidance of the Branch Manager to empower individuals and families to achieve their financial goals. This role involves collaborating with Chartway team members to deliver personalized experiences and effective financial solutions for our members.
Key Responsibilities:
- Foster an environment 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.
- Collaborate effectively with branch team members and other departments to identify and implement solutions for members.
- Adapt seamlessly between various job functions and responsibilities to meet members' needs.
- Represent Chartway positively within the community.
- Perform member transactions accurately and assist with new account setups, personal financing, real estate lending, investment referrals, and small business deposit products.
- Ensure compliance with branch operations, best practices, and federal regulations.
- Ability to cultivate strong relationships in a friendly and professional manner.
- Excellent oral and written communication skills.
- Ability to maintain composure and control in challenging situations.
- Demonstrated sense of ownership and ability to meet deadlines.
- Understanding and application of diversity and inclusion best practices; ability to work collaboratively with individuals from diverse backgrounds.
- Willingness to embrace new challenges in a dynamic environment and perform well under pressure.
- Basic analytical and problem-solving skills.
- Familiarity with MS Office applications - PowerPoint, Word, and Excel.
- Ability to handle confidential information with discretion.
- Knowledge of credit union policies and procedures related to products and services.
- Awareness of potential suspicious activities or transactions and the ability to report them as required by policy.
- Education: Associate's degree or equivalent experience.
- Experience: 1-3 years in delivering exceptional customer service, innovative problem-solving, and relationship development.
Chartway Federal Credit Union is an EOE/M/F/ Disability/Vet Employer.
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