Relationship Manager (Orlando Market)

About the role

Relationship Managers (RM) are a part of the Signature Banking Program responsible for delivering concierge-level service experience and personalized solutions to members maintaining program minimums. RMs serve as the primary point of contact and trusted advisors for credit union members and businesses in the communities we serve. They provide access to customized products and expert guidance at every stage of a member’s financial journey, empowering them to grow, thrive, and rely on VyStar as their lifelong financial partner. As the member advocate within the organization, RMs orchestrate resources across departments to deliver comprehensive, seamless financial solutions that anticipate member needs.

Responsibilities

• Manage a portfolio of priority members with assets meeting or exceeding program threshold requirements
• Develop and execute comprehensive plans tailored to individual member needs, goals, and risk profiles
• Proactively identify and pursue cross-selling opportunities across deposit, lending, and investment products
• Conduct regular relationship reviews to assess evolving financial needs and recommend appropriate solutions
• Collaborate with internal specialists including investment advisors, mortgage officers, and business banking partners to deliver holistic services
• Maintain detailed member profiles and document all interactions in the customer relationship management (CRM) system
• Lead new member acquisition efforts through networking, referrals, and participation in community and business events
• Develop and maintain an in-depth knowledge of VyStar products and services, as well as knowledge of competitive products and services to ensure meaningful in-depth financial wellness conversations with clients
• Embody a strong member experience culture, being present with every member and teammate and realizing the impact we can have on their day, personally, professionally, and financially
• Ensure compliance with operational, risk, security and audit procedures and policies including appropriate documentation of member interactions

Requirements

• High School Diploma or GED is required. Bachelor’s degree preferred.
• NMLS is required or ability to obtain within twelve months of start date*
• Notary is required or ability to obtain within twelve months of start date*
• Active securities licenses (Finra Series 6 or 7 and 65/66) preferred or ability to obtain within twelve months of start date*
• Active 4-40 Customer Representative License preferred or ability to obtain within twelve months of start date*
• Professional certifications such as CFP, CFA, or CIMA highly desirable
• Valid driver’s license and ability to travel as needed
• If the employee fails testing, there is a 30-day waiting period.

Qualifications

• Minimum 4-6 years of experience in banking, wealth management, or financial services.
• Demonstrated success in consultative selling, portfolio management, and achieving sales targets for both consumer and business members.
• Foundational knowledge of sales and service techniques with members, including tele-consulting, outside calling, prospecting, and networking.
• Comprehensive knowledge of investment products, strategies, and principles.
• Advanced understanding of credit analysis, lending processes, and risk assessment methodologies.
• Strong interpersonal and communication skills with ability to build rapport with affluent members and business owners.
• Excellent presentation and negotiation skills for complex financial discussions.
• Analytical thinking and problem-solving abilities to address sophisticated financial needs.
• Ability to synthesize complex financial information and communicate recommendations clearly.
• Strong organizational and time management skills to manage multiple relationships simultaneously.
• High emotional intelligence and ability to navigate sensitive financial conversations.
• Commitment to maintaining confidentiality and exercising discretion with information.
• Self-motivated with strong business development and networking capabilities.
• Adaptable to changing market conditions, products, and regulatory requirements.
• Manages risk effectively to meet member needs while also protecting credit union assets and reputation.
• Ongoing commitment to personal growth and development.
• Working knowledge of PCs (Windows and Office Products including Word, Excel, etc.).
• Working knowledge of digital technology (mobile, apps, web-based browsing).

Skills

• Comprehensive knowledge of investment products, strategies, and principles
• Advanced understanding of credit analysis, lending processes, and risk assessment methodologies
• Strong interpersonal and communication skills with ability to build rapport with affluent members and business owners
• Excellent presentation and negotiation skills for complex financial discussions
• Analytical thinking and problem-solving abilities to address sophisticated financial needs
• Ability to synthesize complex financial information and communicate recommendations clearly
• Strong organizational and time management skills to manage multiple relationships simultaneously
• High emotional intelligence and ability to navigate sensitive financial conversations
• Commitment to maintaining confidentiality and exercising discretion with information
• Self-motivated with strong business development and networking capabilities
• Adaptable to changing market conditions, products, and regulatory requirements
• Manages risk effectively to meet member needs while also protecting credit union assets and reputation

Benefits

• Competitive pay
• Excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement

Pay

Competitive pay is offered to all full and part-time employees.

Schedule

Part time positions start at a minimum of 30 hours per week.