Relationship Specialist I

About the role

The Role: Relationship Specialist I at VyStar Credit Union offers a competitive salary, a robust benefits package including a 401(k) plan, extensive training, and tuition reimbursement. Part-time positions require a minimum of 30 hours per week.

Responsibilities

• Provide exceptional member experiences in-person and on the phone, using open-ended discovery questions to build relationships.
• Identify and address member needs, recommending appropriate VyStar financial solutions.
• Handle personal and business account transactions, open new accounts, and process loan applications.
• Explain basic financial concepts and refer members to more complex products.
• Support and participate in Credit Union initiatives and campaigns.
• Exercise sound judgment, remain compliant, and work independently.
• Lead by example through community service and maintaining a positive attitude.
• Communicate effectively verbally and in writing, utilizing available tools for comprehensive follow-up.
• Engage proactively with members through outbound calls to understand needs and provide comprehensive solutions.
• Resolve member problems independently, addressing objections and educating members.

Requirements

• High School Diploma/GED required, Associate’s degree preferred.
• Previous experience in sales, customer service, community service, military service, asking questions, offering recommendations, and making referrals is preferred.
• Excellent listening, verbal, and written communication skills.
• Proficiency in 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

• Focus: Fully attentive, empathetic listener, and consistent friendliness.
• Connect: Friendly and approachable, demonstrating care.
• Counsel: Recommend solutions based on member needs and objectives.
• Advance: Ensure member expectations are exceeded and necessary follow-up actions are verified.

Skills

• Ability to process accurate transactions.
• 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 verbal and written communication skills.

Benefits

• 401(k) Plan
• Extensive paid technical and on-the-job training program
• Tuition reimbursement

Pay

Competitive pay is offered.

Schedule

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