Relationship Specialist

About the role

The Role: A Relationship Specialist at VyStar Credit Union is responsible for providing exceptional member experiences, identifying member needs, and growing relationships through the provision of financial solutions.

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 like account maintenance, 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 professionalism.
• Resolve member problems independently and educate members about available products.
• Engage proactively with members through outbound calls to understand needs and provide comprehensive solutions.
• Perform other duties as assigned.

Requirements

• High School Diploma/GED.
• Associate’s degree preferred.
• Previous experience in sales and/or customer service, community service, military service, asking questions, offering recommendations, and making referrals.
• Excellent listening, verbal, and written 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

• Outgoing personality.
• Focus, connect, and counsel behaviors as outlined in VyStar Excellence.

Skills

• Excellent transaction processing skills.
• Strong problem-solving and decision-making abilities.
• Effective communication skills.

Benefits

At VyStar, we offer a comprehensive benefits package including:

• A 401(k) Plan.
• An extensive paid technical and on-the-job training program.
• Tuition reimbursement for all full and part-time employees.

Pay

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

Schedule

Positions are flexible and can vary based on department needs.