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.
• Identify member needs and effectively position VyStar financial 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 notary, wire transfers, and fraud claims.
• 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 attitude.
• Engage proactively with members through outbound calls to understand needs and provide comprehensive solutions.
• Resolve member problems independently and educate members about available products and services.

Qualifications

• High School Diploma/GED required, Associate’s degree preferred.
• Previous experience in sales and/or customer service, community service, military service, asking questions, offering recommendations, and making referrals is preferred.
• 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.