Relationship Specialist I

About the role

The Role: Relationship Specialist I at VyStar Credit Union provides member experiences, identifies member needs, and grows relationships through cross-selling credit union solutions. This position requires a high school diploma or equivalent, an associate's degree is preferred, and previous experience in sales and customer service is preferred.

Responsibilities

• Provide unbelievable member experiences in-person and on the phone
• Identify member cues and ask open-ended discovery questions
• Grow consumer and business relationships by identifying member needs
• 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 basics of credit and savings options and refer more complex products
• Support and participate in Credit Union initiatives and campaigns
• Exercise sound judgment and discretion while remaining compliant
• Work with relative independence to accomplish tasks
• Lead by example through community service supporting the VyStar brand
• Utilize excellent verbal and written communication skills
• Engage proactively with members through outbound calls
• Address and overcome objections effectively while educating members
• Perform other duties as assigned

Requirements

• High School Diploma/GED
• Associate’s degree preferred
• Previous experience in sales and/or customer service preferred
• Outgoing personality and strong desire to help people
• Professional appearance and attitude
• Ability to handle many tasks in a fast-paced environment
• Strong critical thinking and decision-making abilities
• Excellent communication skills
• May stand throughout entire shift in order to assist members or other staff

Qualifications

• Education: High School Diploma/GED, Associate’s degree preferred
• Experience: Previous experience in sales and/or customer service preferred
• Skills: Excellent listening and communication skills, proficiency in the Internet and Microsoft Office, ability to process accurate transactions, strong critical thinking and decision-making abilities, strong communication skills, and a genuine passion for sales

Benefits

Competitive pay, an excellent benefit package including a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement are available to all full and part-time employees.

Pay

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

Schedule

Details on the schedule are not specified.

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.