Relationship Specialist

About the role

The Role: A Relationship Specialist at VyStar Credit Union provides exceptional member experiences, identifies member needs, and grows relationships through effective communication and cross-selling of financial solutions. This position requires a high level of customer service, sales skills, and the ability to educate members about VyStar Credit Union's offerings.

Responsibilities

• Provide unbelievable member experiences during in-person and phone interactions.
• Identify member cues and ask open-ended discovery questions to build relationships.
• Position and sell consumer and business deposit, credit, insurance, and investment solutions.
• Handle personal and business account transactions, open accounts, and process loan applications.
• Explain basic credit and savings options and refer more complex products.
• Offer additional services such as notary, wire transfers, and fraud claims.
• Support and participate in Credit Union initiatives and campaigns.
• Exercise sound judgment and remain compliant with limits and guidelines.
• Work independently to accomplish tasks and exhibit a positive attitude.
• Resolve member problems independently and seek to find ways to a "yes."
• Lead by example through community service and adhere to VyStar's Standards of Excellence.
• Utilize excellent verbal and written communication skills and engage proactively with members.
• Perform other duties as assigned.

Requirements

• High school diploma/GED required, associate’s degree preferred.
• Previous experience in sales and/or customer service, community service, military service, asking questions, offering recommendations, and making referrals, preferably with a financial institution.
• Excellent listening and communication skills.
• Proficiency in using the Internet and Microsoft Office.
• A professional appearance and attitude.
• Ability to handle many tasks in a fast-paced environment.
• Strong critical thinking and decision-making abilities.
• A genuine passion for sales.

Qualifications

• Education: High school diploma/GED required, associate’s degree preferred.
• Experience: Previous experience in a sales and/or customer service position, community service, military service, asking questions, offering recommendations, and making referrals, preferably with a financial institution.
• Knowledge, Skills & Abilities: Ability to process accurate transactions, excellent listening and verbal communications skills, proficiency in the use of the Internet and Microsoft Office, outgoing personality, strong critical thinking and decision-making abilities, strong communication skills, and a genuine passion for sales.

Skills

• Excellent verbal and written communication skills.
• Outgoing personality and a strong desire to help people.
• Professional appearance and attitude.
• Ability to handle many tasks in a fast-paced environment.
• Strong critical thinking and decision-making abilities.
• Genuine passion for sales.

Benefits

• 401(k) Plan
• Extensive paid technical and on-the-job training program
• Tuition reimbursement

Pay

Competitive pay is offered, with specific details varying based on experience and qualifications.

Schedule

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

Disclaimers and Work Environment

• No implied contract for employment.
• The functions are not all encompassing and are subject to change at any time by management.
• The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• May stand throughout entire shift in order to assist members or other staff.

Additional Job Description

• Focus: Focus your full attention by carefully listening to and observing your client or member.
• Connect: Be friendly and approachable. Demonstrate you care.
• Counsel: Recommend solutions based on your client’s or member’s needs and objectives.
• Advance: Ensure that member's expectations were exceeded. Verify necessary follow-up action.

Disclaimer and Work Environment

• No outside assistance or unsolicited resumes from staffing agencies or search firms accepted.
• Placement fees will not be paid if a candidate is hired as a result of the referral or through other means.