Relationship Specialist I (Brevard County Cluster)
About the role
The Role: Relationship Specialist I at VyStar Credit Union offers a competitive pay package, including a 401(k) plan, extensive training, and tuition reimbursement. Part-time positions require at least 30 hours per week. VyStar encourages applicants to join its family of employees.
Responsibilities
- Provide exceptional member experiences during in-person and phone interactions, identifying member needs and recommending VyStar financial solutions.
- Identify member cues, ask open-ended questions, and build relationships by understanding member financial needs.
- Process personal and business account transactions, open new accounts, and handle loan applications.
- Explain credit, savings, and investment options, and refer members to more complex products.
- Offer additional services like notarization, wire transfers, and fraud claims.
- 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, and engage proactively with members.
- Resolve member issues independently and educate them about VyStar’s offerings.
- Proactively help identify, assess, manage, and report risks within your domain.
- Participate in Credit Union initiatives and campaigns.
Requirements
- High School Diploma/GED required, Associate’s degree preferred.
- Previous experience in sales and/or customer service, community service, military service, asking questions, offering recommendations, and making referrals is preferred.
- Excellent listening and 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, and a genuine passion for sales.
- Ability to stand throughout the shift to assist members or other staff.
Qualifications
- Focus on listening and connecting with clients.
- Be friendly, approachable, and demonstrate care for clients.
- Empathetically listen and ask insightful questions.
- Recommend solutions based on client needs and objectives.
- Ensure client expectations are exceeded and follow up as needed.
Skills
- Excellent transaction processing and communication skills.
- Proficiency in using 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.
- Genuine passion for sales.
Benefits
- 401(k) Plan
- Extensive paid technical and on-the-job training program
- Tuition reimbursement
Pay
Competitive pay package including a 401(k) plan, extensive training, and tuition reimbursement.
Schedule
Part-time positions require at least 30 hours per week.
Disclaimers and Work Environment
- No implied contract for employment.
- The functions are not all encompassing and are subject to change at any time by management.
- The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job.
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- May stand throughout the shift to assist members or other staff.
Additional Job Description
- Focus on listening and connecting with clients.
- Be friendly, approachable, and demonstrate care for clients.
- Empathetically listen and ask insightful questions.
- Recommend solutions based on client needs and objectives.
- Ensure client expectations are exceeded and follow up as needed.
Disclaimer
VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union. No placement fee will be paid if a candidate is hired as a result of the referral, or through other means.