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Job Title: Relationship Manager

Job Type: Full-time

Location: Virginia Beach, Virginia

All of us at Chartway stand united in 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.

The Relationship Manager is responsible to the Branch Manager, the Relationship Manager is part of a highly skilled service team, committed to unlocking the potential of individuals and families so they can thrive. Relationship Managers work collaboratively with Chartway team members to create personal experiences and provide financial solutions for Chartway’s members. The Relationship Manager serves as a subject matter expert to our members and assists with complex financial needs. They provide members education, tools, and resources needed reach their financial goals.

Responsibleand 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

• Serves as a mentor for other team members through peer coaching, guidance, and development

• Easily transitions between job functions and responsibilities within the branch to effectively respond to members’ needs

• Responsible for positively representing Chartway in the community and fostering relationships with local businesses

• Efficiently & accurately performs member transactions and easily assists members with new account establishment, personal financing, real estate lending, investment referrals, and small business deposit products

• Assesses effectiveness of internal processes through a variety of methods and recommends solutions to improve the member experience

• Responsible for effective management of branch operations including adherence to compliance standards and federal regulations

Knowledge,Skills and Abilities:

• Ability to develop strong relationships in a warm and professional manner

• Excellent oral, written, and communication skills

• Respond, establish, and maintain control when handling challenging situations

• Excellent organizational skills including an ability to manage a wide variety of activities, to define pitfalls, to propose and implement effective solutions, while being able to set and re-adjust any competing priorities and specialized product offerings

• Strong 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

• Strong analysis and problem-solving skills

• Proficient 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** Ability to obtain FiCep Certification; RegisteredInvestments and Insurance licenses; Advanced Mortgage counseling

Education and Experience:

• Education: Bachelor’s degree or equivalent experience

• Experience: 3-5 years’ experience in 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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