Relationship Specialist I

About the role

The Relationship Specialist I position at VyStar Credit Union offers a competitive compensation package including a 401(k) plan, extensive paid training, 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 relationships by understanding and addressing member financial needs.
• Process personal and business account transactions, open accounts, and handle loan applications.
• Explain basic credit, savings, and investment options, and refer members to more complex products and services.
• Offer additional services such as notarization, wire transfers, savings bond redemption, safe deposit box services, fraud claims, and credit card disputes.
• Support and participate in Credit Union initiatives and campaigns.
• Exercise sound judgment and remain compliant with established limits and guidelines.
• Work independently to accomplish tasks and exhibit a positive, professional attitude with members and partners.
• Resolve member problems independently, seeking to find ways to a "yes" whenever possible, and escalate more complex concerns.
• Lead by example through community service, supporting the VyStar brand.
• Utilize excellent verbal and written communication skills and engage proactively with members through outbound calls.

Qualifications

• A High School Diploma/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, along with the ability to handle many tasks in a fast-paced environment.
• Strong critical thinking and decision-making abilities, and a genuine passion for sales.