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CF
Chartway Federal Credit Union
Relationship Specialist (Universal Banker)
Career Insights for Personal Banker
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Scorecard
Based on Virginia data
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What they do
A Personal Banker works for a bank to sell bank services to individual clients. Promotes different account options, loans or other services to customers that have assets or deposits in that bank.
$77,965 / year median in Virginia
+8% projected growth
Job Description
Job Title:
Relationship Specialist Job Type:
Full-time Branch Hours:
Monday- Thursday 9:00 AM
- 5:00 PM; Friday 9:00 AM
- 6:00 PM; Saturday 9:00 AM
- 1:00
PM Location:
Suffolk, Virginia Hiring Range:
$20- $22 per hour (Higher compensation may be considered based on experience, qualifications, and internal equity) All of us at Chartway stand united in our strong culture of listening and learning.
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 regulationsKnowledge, 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 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.