Relationship Specialist I (North Orlando Cluster)

About the role

The Relationship Specialist I position at VyStar Credit Union offers competitive pay, an excellent benefit package including a 401(k) plan, an extensive paid technical and on-the-job training program, and tuition reimbursement. Part-time positions require a minimum of 30 hours per week. VyStar encourages all full and part-time employees to become part of its family.

Responsibilities

• Provide unbelievable member experiences during in-person and phone interactions, identifying member needs and positioning VyStar financial solutions.
• Identify member cues, ask open-ended discovery questions, and grow consumer and business relationships.
• Handle personal and business account transactions, open accounts, and process loan applications.
• Explain basic credit and savings options and refer more complex products, mortgage solutions, investments, and insurance.
• Offer additional services such as account maintenance, notary, wire transfers, savings bond redemption, safe deposit box services, fraud claims, and credit card disputes.
• Support and participate in Credit Union initiatives and campaigns.
• Exercise sound judgment and discretion while maintaining compliance with established limits and guidelines.
• Work independently to accomplish tasks, demonstrating integrity, trustworthiness, and professionalism.
• Embody a positive and professional attitude with members and partners, resolving member problems independently.
• Lead by example through community service, supporting the VyStar brand.
• Utilize excellent verbal and written communication skills, engaging proactively with members through outbound calls.
• Perform other duties as assigned.

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, preferably with a financial institution.
• Excellent listening, verbal, and written 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.
• A genuine passion for sales.

Qualifications

• Focus on client/member needs and objectives.
• Empathetic listening and active questioning.
• Recommend solutions based on member needs.
• Ensure member expectations are exceeded.
• Follow up on necessary actions.

Skills

• Processing accurate transactions.
• Excellent verbal and written communication skills.
• Proficient in using the Internet and Microsoft Office.
• A professional appearance and attitude.
• Handling multiple tasks in a fast-paced environment.
• Strong critical thinking and decision-making abilities.
• A genuine passion for sales.

Benefits

Includes a 401(k) plan, extensive paid technical and on-the-job training program, and tuition reimbursement.

Pay

Competitive pay is offered.

Schedule

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