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 exceptional member experiences during in-person and phone interactions, identifying member needs and recommending appropriate financial solutions.
• Identify member cues and ask open-ended discovery questions to build and strengthen relationships.
• Process personal and business account transactions, open accounts, and handle loan applications.
• Explain basic credit and savings options and refer members to more complex products like mortgages, investments, and insurance.
• 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.
• Lead by example through community service and actively engage with members through outbound calls.
• Utilize excellent verbal and written communication skills and maintain a high level of integrity and trustworthiness.

Requirements

• A High School Diploma/GED is required.
• An Associate’s degree is preferred.
• Previous experience in sales, customer service, community service, military service, asking questions, offering recommendations, and making referrals is preferred, 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 and possess strong critical thinking and decision-making abilities.
• A genuine passion for sales and a strong desire to help people.

Qualifications

• High school diploma/GED.
• Associate’s degree preferred.
• Experience in sales and/or customer service.
• 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 and a genuine passion for sales.

Skills

• Excellent listening and verbal communication skills.
• Proficient in using the Internet and Microsoft Office.
• 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 and a genuine passion for sales.

Benefits

Includes a 401(k) plan, extensive paid technical and on-the-job training program, and tuition reimbursement.

Pay

Competitive compensation package.

Schedule

Part-time positions require a minimum of 30 hours per week.