Relationship Specialist

About the role

The Role: Relationship Specialist at VyStar Credit Union offers a competitive compensation package including a 401(k) plan, extensive training, and tuition reimbursement. Part-time positions require at least 30 hours per week.

Responsibilities

• Provide exceptional member experiences in-person and on the phone, identifying member needs and recommending VyStar financial solutions.
• Identify member cues, ask open-ended questions, and build relationships by understanding and addressing member financial needs.
• Process transactions, open accounts, and handle loan applications.
• Explain financial products and services, and refer members to more complex offerings like mortgages, investments, and insurance.
• Offer additional services such as notarization, wire transfers, savings bond redemption, safe deposit box services, and dispute resolution.
• Support Credit Union initiatives and campaigns.
• Exercise sound judgment and remain compliant with established limits and guidelines.
• Work independently to accomplish tasks, maintaining a positive and professional attitude.
• Lead by example through community service and actively engage with members through outbound calls.
• Utilize excellent communication skills and documentation tools for comprehensive follow-up and proactive engagement.
• Resolve member issues independently, seeking to achieve a positive outcome, and escalate complex concerns as needed.

Qualifications

• 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 is preferred.
• Excellent listening, verbal, and written communication skills.
• Proficiency in using the Internet and Microsoft Office.
• A professional appearance and attitude.
• Ability to handle multiple tasks in a fast-paced environment.
• Strong critical thinking and decision-making abilities.
• A genuine passion for sales.

Skills

• Ability to process accurate transactions.
• Outgoing personality and strong desire to help people.
• Professional appearance and attitude.
• Ability to handle many tasks in a fast-paced environment.
• Strong communication skills.

Benefits

Includes a 401(k) plan, extensive paid technical and on-the-job training program, and tuition reimbursement for all full and part-time employees.

Pay

Competitive compensation package including a 401(k) plan, extensive training, and tuition reimbursement.

Schedule

Part-time positions require at least 30 hours per week.