Relationship Specialist I

About the role

The Role: Relationship Specialist I at VyStar Credit Union provides member experiences, identifies needs, grows relationships, processes transactions, and educates on financial solutions. This position requires a high school diploma or equivalent, with an associate's degree preferred. Prior experience in sales, customer service, or a financial institution is preferred.

Responsibilities

• Provide unbelievable member experiences through interactions in person and on the phone.
• Identify member needs and position VyStar financial solutions effectively.
• 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 like notary, wire transfers, and fraud claims.
• Support and participate in Credit Union initiatives and campaigns.
• Exercise sound judgment and remain compliant with limits and guidelines.
• Work independently to accomplish tasks and exhibit professionalism.
• Engage proactively with members through outbound calls to understand needs and provide solutions.
• Resolve member problems independently and educate members about available offerings.
• Lead by example through community service and adhere to VyStar’s Standards of Excellence.

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
• Excellent listening, verbal, and written communication skills
• Proficient in using the Internet and Microsoft Office
• Outgoing personality and strong desire to help people
• Professional appearance and attitude
• Able to handle many tasks in a fast-paced environment
• Strong critical thinking and decision-making abilities
• Genuine passion for sales

Qualifications

• Education: High School Diploma/GED, Associate’s degree preferred
• Experience: Previous experience in sales and/or customer service, community service, military service, asking questions, offering recommendations, and making referrals preferred
• Knowledge, Skills & Abilities: Ability to process accurate transactions, excellent listening and communication skills, proficiency in Internet and Microsoft Office, outgoing personality, professional appearance and attitude, ability to handle many tasks in a fast-paced environment, strong critical thinking and decision-making abilities, genuine passion for sales, ability to stand throughout the shift

Skills

• Excellent verbal and written communication skills
• Ability to process accurate transactions
• Outgoing personality
• Professional appearance and attitude
• Ability to handle many tasks in a fast-paced environment
• Strong critical thinking and decision-making abilities
• 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. Part-time positions start at a minimum of 30 hours per week.

Pay

Details on pay are provided in the job description.

Schedule

Details on schedule are provided in the job description.