Relationship Specialist I

About the role

The Relationship Specialist II 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 through in-person and phone interactions, identifying member needs and recommending VyStar financial solutions.
• Identify and grow consumer and business relationships by asking open-ended questions and explaining VyStar’s value proposition.
• Complete personal and business account transactions, open accounts, and process loan applications.
• Explain credit, savings, and investment options, and refer members to more complex products like mortgages, investments, and insurance.
• Offer additional services such as account maintenance, notarization, wire transfers, savings bond redemption, safe deposit box services, fraud claims, and credit card disputes.
• Participate in and support Credit Union initiatives and campaigns.
• Exercise sound judgment and discretion, maintaining compliance with regulations.
• Train and mentor new employees.
• Engage proactively with members through outbound calls to understand needs and provide comprehensive solutions.
• Resolve member problems independently, seeking to achieve a positive outcome.
• Lead by example through community service and promoting the VyStar brand.
• Utilize relationship-building and documentation tools to ensure comprehensive follow-up with members.

Requirements

• High School Diploma/GED required, Associate’s degree preferred.
• 1-2 years’ experience in sales and/or customer service, preferably with a financial institution.
• Proven top performance track record and strong verbal and written communication skills.
• Proficient in using the Internet and Microsoft Office.
• A genuine passion for sales and a strong desire to help people.
• Ability to stand throughout the shift to assist members or other staff.

Qualifications

• Proven ability to ask probing questions and make recommendations.
• Strong critical thinking skills to resolve escalated issues or deescalate concerns.
• May assist branch leadership as needed.
• Expert user status on credit union systems, applications, products, and services.
• Passionate about helping members achieve their financial goals.

Skills

• Excellent verbal and written communication skills.
• Outgoing personality and a strong desire to help people.
• Ability to exercise sound judgment and discretion.
• Proficiency in using credit union systems and applications.
• Ability to stand throughout the shift to assist members or other staff.

Benefits

Includes a 401(k) plan, extensive paid training, and tuition reimbursement.

Pay

Competitive salary commensurate with experience.

Schedule

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