Relationship Specialist II

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 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.
• Complete personal and business account transactions, open accounts, and process loan applications.
• Explain credit and savings options, and refer 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 established limits and guidelines.
• Work independently to accomplish tasks, demonstrating integrity, trustworthiness, and professionalism.
• Exude a positive and professional attitude with members and partners, resolving member problems independently and escalating appropriately.
• Lead by example through community service, promoting the VyStar brand.
• Communicate effectively verbally and in writing, managing opening and closing procedures as needed.
• Train and mentor new Relationship Specialists, leading branch initiatives, and proactively improving member experiences.
• Engage proactively with members through outbound calls, addressing needs and providing comprehensive solutions.
• Perform other duties as assigned, contributing to a healthy risk culture and compliance with regulatory mandates.

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, demonstrated sales and/or sales leadership.
• Strong verbal and written communication skills, proficient in using the Internet and Microsoft Office.
• A genuine desire to help people, ability to ask probing questions and make recommendations.
• Proficiency in critical thinking to resolve escalated issues or deescalate concerns.
• May assist branch leadership as needed, achieving expert user status on credit union systems, applications, products, and services.
• Strong communication skills and a genuine passion for sales are essential for success.
• Ability to stand throughout the shift to assist members or other staff.

Qualifications

• High School Diploma/GED.
• Associate’s degree preferred.
• 1-2 years’ experience in sales and/or customer service, preferably with a financial institution.
• Proven top performance track record, demonstrated sales and/or sales leadership.
• Strong verbal and written communication skills, proficient in using the Internet and Microsoft Office.
• A genuine desire to help people, ability to ask probing questions and make recommendations.
• Proficiency in critical thinking to resolve escalated issues or deescalate concerns.
• May assist branch leadership as needed, achieving expert user status on credit union systems, applications, products, and services.
• Strong communication skills and a genuine passion for sales are essential for success.
• Ability to stand throughout the shift to assist members or other staff.

Skills

• Excellent verbal and written communication skills.
• Proficient in using the Internet and Microsoft Office.
• Ability to ask probing questions and make recommendations.
• Proficiency in critical thinking to resolve escalated issues or deescalate concerns.
• Strong desire to help people.

Benefits

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

Pay

Competitive compensation package.

Schedule

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