Relationship Specialist I

About the role

The Role: The Relationship Specialist I at VyStar Credit Union is responsible for providing exceptional member experiences, identifying member needs, and growing relationships through the provision of financial solutions. This position requires a high degree of integrity, trustworthiness, and professionalism.

Responsibilities

• Provide unbelievable member experiences during in-person and phone interactions.
• Identify member cues and ask open-ended discovery questions to build relationships.
• Understand and position VyStar Credit Union’s 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 account maintenance, notary, wire transfers, and fraud claims.
• Support and participate in Credit Union initiatives and campaigns.
• Exercise sound judgment and discretion while maintaining compliance.
• Work independently to accomplish tasks.
• Lead by example through community service.
• Utilize excellent verbal and written communication skills.
• Engage proactively with members through outbound calls.
• Address and overcome objections effectively while educating members.

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, preferably with a financial institution.
• 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.

Qualifications

• High School Diploma/GED.
• Associate’s degree preferred.
• 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, 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

• Excellent verbal and written communication skills.
• Proficient in the use of the Internet and Microsoft Office.
• Outgoing personality and strong desire to help people.
• Professional appearance and attitude.
• Sound judgment and discretion.
• Compliance with well-defined limits and guidelines.
• Proactive problem-solving and decision-making.
• Customer service and relationship-building skills.
• Ability to handle multiple tasks in a fast-paced environment.
• Knowledge of VyStar Credit Union’s financial products and services.

Benefits

At VyStar, we offer an excellent benefit 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

Flexible schedule to accommodate member needs.

Disclaimers and Work Environment

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. As required or requested, may exert up to 20 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull or otherwise move objects. Additional Job Description: Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job. Focus: Focus your full attention by carefully listening to and observing your client or member. Connect: Be friendly and approachable. Demonstrate you care. Understand: Listen empathetically and ask questions. (70%/30%) 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.