Role OverviewThe Relationship Specialist is part of a highly skilled service team, committed to unlocking the potential of individuals and families so they can thrive. They work collaboratively with Chartway team members to create personal experiences and provide financial solutions for Chartway’s members.
What You Will Do
The Relationship Specialist will create an environment of exceptional member service, develop and build relationships with Chartway’s member base, and proactively collaborate and communicate with the branch team and other departments to successfully find solutions for members.
Why It Might Be a Fit
The ideal candidate will have strong relationships skills, proficient communication skills, and the ability to work collaboratively with individuals and groups from various identities, cultures, and backgrounds.
Requirements
- Ability to develop strong relationships in a warm and professional manner
- Proficient oral, written, and communication skills
- Ability to 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
- Fundamental analysis and problem-solving skills
- Basic experience with MS Office - PowerPoint, Word, and Excel
- Ability to handle confidential information with discretion
- Knowledge of credit union policies, procedures, and processes
Benefits
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