Relationship Specialist

About the role

The Relationship Specialist I position at VyStar Credit Union offers a competitive salary, an extensive benefits package including a 401(k) plan, and tuition reimbursement. Part-time positions require a minimum of 30 hours per week.

Responsibilities

• Provide unbelievable member experiences during in-person and phone interactions, identifying member needs and positioning VyStar financial solutions.
• Identify member cues, ask open-ended discovery questions, and build consumer and business relationships.
• Handle personal and business account transactions, open accounts, and process loan applications.
• Explain basic credit and savings options and refer more complex products and services.
• Offer additional services such as notary, wire transfers, safe deposit box services, fraud claims, and credit card disputes.
• Support and participate in Credit Union initiatives and campaigns.
• Exercise sound judgment and discretion while maintaining compliance with established limits and guidelines.
• Work independently to accomplish tasks and exhibit a positive, professional attitude.
• Lead by example through community service and actively engage proactively with members through outbound calls.
• Utilize excellent verbal and written communication skills and document comprehensive follow-ups with members.
• Perform other duties as assigned.

Qualifications

• A high school diploma or GED is required.
• An associate’s degree is preferred.
• Previous experience in sales and/or customer service, community service, military service, asking questions, offering recommendations, and making referrals is preferred, preferably with a financial institution.
• Ability to process accurate transactions and possess excellent listening and communication skills.
• Proficiency in using the Internet and Microsoft Office.
• A professional appearance and attitude.
• Strong critical thinking and decision-making abilities.
• A genuine passion for sales.