Jobs · OTHR · Florida

Relationship Specialist I

VyStar Credit Union · Oviedo, FL · 1 mo ago
OTHRFull-time
We need to output HTML fragment with sections only when there is real content. Use

for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to extract content. The posting includes: - At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement--available to all full and part time employees. Part time positions start at a minimum of 30 hours per week. We encourage you to become a part of VyStar Credit Union's family of employees. That's about benefits and pay and schedule? It mentions competitive pay (but no specific amount), benefit package includes 401(k), training, tuition reimbursement. Part time positions start at min 30 hours per week. We should include Benefits section (list benefits). Pay section only if actual pay stated; they say "competitive pay" but no specific number; that is vague like "commensurate with experience"? It's not a specific figure; but "competitive pay" is vague. The instruction: never create Pay/Schedule/Benefits sections unless the posting actually states them. For Benefits, they do state specific benefits: 401(k) Plan, extensive paid technical and on-the-job training program, tuition reimbursement. So Benefits section is valid. Pay: they say "competitive pay" but no amount; that's vague; we should not create Pay section because it's not specific. Schedule: they mention part time positions start at a minimum of 30 hours per week. That's schedule info. So we can include Schedule section with that detail. Now the SELECTION PROCESS: assessment etc. That's application instructions; we should remove application instructions per rule: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. So we should drop the SELECTION PROCESS paragraph. ACCOUNTABILITY STATEMENT: The Relationship Specialist I responsibilities include ... This is basically responsibilities. We'll put under Responsibilities heading. Then "Essential Responsibilities" list bullet-like sentences. We'll convert to
  • . Then "Job Qualifications" with EDUCATION, Experience, Knowledge, Skills & Abilities. We'll split into Requirements (maybe education and experience) and Skills (knowledge, skills & abilities). Or we could have Qualifications section covering education and experience, and Skills section for KSAs. The instruction: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have About the role (maybe a brief intro), Responsibilities, Requirements, Qualifications, Skills, Benefits, Schedule. We need to avoid repeating job title as heading; we won't. We need to preserve all substantive information; do not invent or summarize away detail. So we need to include all details from responsibilities, qualifications, etc. Let's extract: About the role: maybe the first paragraph about VyStar offering competitive pay, benefits, training, tuition reimbursement, part-time min 30 hours, encourage to join. That's about the role? Could be considered About the role. We'll put that in

    under About the role. Responsibilities: The ACCOUNTABILITY STATEMENT paragraph plus the Essential Responsibilities list. Let's capture the ACCOUNTABILITY STATEMENT sentence: "The Relationship Specialist I responsibilities include providing unbelievable member experiences with every member interaction both in-person and on the phone, identifying member cues, asking open-ended discovery questions, and growing consumer and business relationships by identifying member needs and properly positioning VyStar financial solutions. This key relationship building position must be able to describe VyStar Credit Union’s value proposition versus competitors and convey the importance of educating and proactively helping members with their financial goals." Then the Essential Responsibilities list (multiple sentences). We'll break each sentence into a

  • . Need to ensure we keep all details. List items: - Use each member interaction both on the phone and in-person to provide unbelievable member experiences from greeting and welcoming, to strengthening and enhancing member relationships through quality conversations and cross-selling credit union solutions effectively. - Identify member cues, ask open-ended discovery questions, and grow consumer and business relationships by identifying member needs. - Understand and position consumer and business deposit, credit, insurance, and investment solutions appropriately. - Handle personal and business account transactions, open accounts, and process various types of loan applications. - Explain basics of credit and savings options and effectively refer more complex business products, mortgage solutions, investments options, and insurance. - Provide additional services to members such as account maintenance, notary, wire transfer, savings bond redemption, safe deposits box services, fraud claims, and credit card disputes. - Support and participate in all Credit Union initiatives and campaigns. - Exercise sound judgment and discretion while remaining compliant with well-defined limits and guidelines. - Work with relative independence to accomplish tasks. - Exhibit a high degree of integrity, trustworthiness, and professionalism always. - Exude a positive and professional attitude with members and partners consistently. - Resolve member problems independently, seeking to find ways to a “yes” whenever possible, and escalating more complex concerns. - Embrace VyStar’s Standards of Excellence, Behaviors of Excellence, Being Unbelievable, and the Great 8 Member Service Commitments. - Actively lead by example through community service supporting the VyStar brand. - Utilize excellent verbal and written communication skills. - Utilize all available relationship-building and documentation tools to ensure comprehensive follow-up with members, fostering continued growth in member relationships through proactive engagement and personalized service. - Engage proactively with members through outbound calls to understand needs and provide comprehensive solutions related to VyStar Credit Union’s products and services, resulting in booked sales. - Address and overcome objections effectively while educating members about the wide array of offerings available. - Perform other duties as assigned. - All employees and business units, as first line of defense, are expected to proactively help identify, assess, manage, and report risks within their domain of work. To enhance a healthy risk culture and support our growth for good pillar, employees will maintain vigilance in safeguarding our operations while ensuring compliance with regulatory mandates. The Risk team serves as the second line of defense by providing risk oversight and credible challenge whereas the Audit team serves as the third line of defense by providing risk assurance. That last sentence is long; we can keep as one
  • . Now Requirements: Education and Experience. Education: "High School Diploma/GED is required. Associate’s degree is preferred." Experience: "Previous experience in a sales and/or customer service position, community service, military service, asking questions, offering recommendations and making referrals is preferred, preferably with a financial institution." We'll put under Requirements heading. Qualifications: maybe we could treat Requirements as education+experience, and Qualifications as something else? But we have Knowledge, Skills & Abilities. That could be Skills section. Thus: - Requirements: Education and Experience. - Skills: Knowledge, Skills & Abilities list. Let's extract KSAs: "Ability to process accurate requests and transactions." Actually text: "Ability to process accurate transactions and requests." (maybe typo). We'll keep as given. "Must possess and utilize excellent listening skills, verbal, and written communications skills." "Proficient in the use of the Internet and Microsoft Office." "Must have an outgoing personality and a strong desire to help people." "Must be professional in appearance and attitude." "Must be able to handle many tasks in a fast-paced environment." "Must possess strong critical thinking and decision-making abilities." "Strong communication skills and a genuine passion for sales are essential for success in this role." "May stand throughout entire shift in order to assist members or other staff." We'll put each as
  • under Skills. Now Benefits: we have "competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement--available to all full and part time employees." Also part time positions start at a minimum of 30 hours per week (schedule). So Benefits section list: 401(k) Plan, extensive paid technical and on-the-job training program, tuition reimbursement. Also maybe mention "competitive pay" but we avoid Pay section. Could include "competitive pay" as a benefit? But it's vague; better not. Schedule: "Part time positions start at a minimum of 30 hours per week." We'll output Schedule section with that. Now About the role: maybe we can include the first sentence about VyStar offering competitive pay etc. But we already used benefit details; we could keep a short paragraph about the role: "At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement--available to all full and part time employees. Part time positions start at a minimum of 30 hours per week. We encourage you to become a part of VyStar Credit Union's family of employees." But we already used benefit and schedule details; we might duplicate. However we need to preserve all substantive information; we can keep the paragraph in About the role, and then Benefits and Schedule sections can extract specifics. That's okay as long as we don't omit any info. We'll keep the paragraph as is, and then Benefits and Schedule sections will list specifics; there will be some repetition but that's allowed? The instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. It doesn't forbid repetition. So we can keep the paragraph and also list specifics. Now we need to output only HTML fragment, no /, no markdown fences. We'll structure:

    About the role

    ...

    Responsibilities

    • ...
    • ...

    Requirements

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

    Skills

    • Ability to process accurate transactions and requests.
    • Must possess and utilize excellent listening skills, verbal, and written communications skills.
    • Proficient in the use of the Internet and Microsoft Office.
    • Must have an outgoing personality and a strong desire to help people.
    • Must be professional in appearance and attitude.
    • Must be able to handle many tasks in a fast-paced environment.
    • Must possess strong critical thinking and decision-making abilities.
    • Strong communication skills and a genuine passion for sales are essential for success in this role.
    • May stand throughout entire shift in order to assist members or other staff.

    Benefits

    • 401(k) Plan
    • Extensive paid technical and on-the-job training program
    • Tuition reimbursement (available to all full and part‑time employees)

    Schedule

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

    We need to ensure we didn't miss any other substantive info: The "SELECTION PROCESS" we removed (application instructions). The "DISCLAIMERS AND WORK ENVIRONMENT" section includes disclaimer about implied contract, etc. That's boilerplate legal; we should remove per rule: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. So drop that. Also "Additional Job Description" about VyStar Excellence behaviors: that's substantive? It lists behaviors: Focus, Connect, Understand, Counsel, Advance. That seems like part of responsibilities or qualifications? It's additional description; we should preserve. It says: "Additional Job Description Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their

Similar jobs