Relationship Specialist I

About the role

VyStar Credit Union is seeking a Relationship Specialist I to join our team. We offer competitive pay, an excellent benefit package, and an extensive paid technical and on-the-job training program.

Responsibilities

• Provide 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.
• 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.
• Support and participate in all Credit Union initiatives and campaigns.
• 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.

Qualifications

• Educational requirement: High School Diploma/GED.
• 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.
• Knowledge, Skills & Abilities: Ability to process accurate transactions, excellent listening and verbal/written communications skills, proficient in the use of the 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, strong communication skills and a genuine passion for sales.

Skills

• Excellent verbal and written communication skills.
• Ability to process accurate transactions.
• Outgoing personality and a 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.
• Strong communication skills and a genuine passion for sales.

Benefits

Commensurate with experience.

Pay

• Estimated: $48,417 per year.

Schedule

• Full-time.