Jobs · OTHR · Florida

Relationship Specialist (West Jacksonville Cluster)

VyStar Credit Union · Jacksonville, FL · 3 wk ago
OTHRFull-time
We need to output HTML fragment with headings

for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title. No Job ID etc. Remove boilerplate. Must preserve all substantive info. We need to parse the posting. Content: - At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement--available to all full and part time employees. Part time positions start at a minimum of 30 hours per week. We encourage you to become a part of VyStar Credit Union's family of employees. - SELECTION PROCESS: ... assessment etc. This is application instructions? It's about assessment. Should we include? The instruction says remove application instructions. The selection process is part of recruiting process; might be considered application instructions. Likely remove. - ACCOUNTABILITY STATEMENT The Relationship Specialist I responsibilities include providing unbelievable member experiences ... etc. This is responsibilities. - Essential Responsibilities list (many bullet-like sentences). We need to put them in
  • . - Job Qualifications: EDUCATION, Experience, Knowledge, Skills & Abilities. - DISCLAIMERS AND WORK ENVIRONMENT: boilerplate, remove. - Additional Job Description: VyStar Excellence behaviors list. Could be part of Skills or Requirements? Might be considered qualifications/skills. We'll include as part of Skills maybe. - Then more boilerplate about not seeking outside assistance etc. Remove. - Thank you etc. Remove. We need sections: About the role (maybe intro paragraph), Responsibilities, Requirements (maybe Education+Experience), Qualifications (maybe Knowledge, Skills & Abilities), Skills (maybe the VyStar Excellence behaviors), Benefits (benefit package), Pay (competitive pay mentioned), Schedule (part time positions start at minimum 30 hours per week). Also maybe we could combine some. We must not create sections with placeholder text. Ensure each section has substantive content. Let's extract: About the role: maybe the first paragraph describing VyStar and encouraging to join. Could be "About the role". Content: "At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement--available to all full and part time employees. Part time positions start at a minimum of 30 hours per week. We encourage you to become a part of VyStar Credit Union's family of employees." But that includes benefits, pay, schedule. Might be better to separate those into Benefits, Pay, Schedule sections. However the instruction says prefer a few substantive sections over many thin ones. But we need to include sections only when posting has real specific content for it. The posting does mention competitive pay, benefit package details, part-time hours. So we could have Benefits, Pay, Schedule sections each with specific content. But we also have About the role maybe not needed if we split. However we could keep About the role as a brief overview excluding those details. But the details are in that paragraph; we could move them to respective sections and keep About the role as generic: "We encourage you to become a part of VyStar Credit Union's family of employees." But that seems thin. Better to not have About the role if it's just filler. The instruction: Prefer a few substantive sections over many thin ones. So maybe we combine into sections: Responsibilities, Qualifications (including Education, Experience, Knowledge, Skills & Abilities), Benefits (including 401k, training, tuition reimbursement), Pay (competitive pay), Schedule (part-time min 30 hours). That's 5 sections. We must not repeat job title as heading. Use

    for each section. We need to preserve all substantive info. Let's list: Responsibilities: The Relationship Specialist I responsibilities include providing 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. This key relationship building position must be able to describe VyStar Credit Union’s value proposition versus competitors and convey the importance of educating and proactively helping members with their financial goals. Then the Essential Responsibilities list (many items). We'll turn each sentence into
  • . Let's extract each bullet: - Use each member interaction both on the phone and in-person to provide unbelievable member experiences from greeting and welcoming, to strengthening and enhancing member relationships through quality conversations and cross-selling credit union solutions effectively. - Identify member cues, ask open-ended discovery questions, and grow consumer and business relationships by identifying member needs. - Understand and position consumer and business deposit, credit, insurance, and investment solutions appropriately. - 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. - Provide additional services to members such as account maintenance, notary, wire transfer, savings bond redemption, safe deposits box services, fraud claims, and credit card disputes. - Support and participate in all Credit Union initiatives and campaigns. - Exercise sound judgment and discretion while remaining compliant with well-defined limits and guidelines. - Work with relative independence to accomplish tasks. - Exhibit a high degree of integrity, trustworthiness, and professionalism always. - Exude a positive and professional attitude with members and partners consistently. - Resolve member problems independently, seeking to find ways to a “yes” whenever possible, and escalating more complex concerns. - Embrace VyStar’s Standards of Excellence, Behaviors of Excellence, Being Unbelievable, and the Great 8 Member Service Commitments. - Actively lead by example through community service supporting the VyStar brand. - Utilize excellent verbal and written communication skills. - Utilize all available relationship-building and documentation tools to ensure comprehensive follow-up with members, fostering continued growth in member relationships through proactive engagement and personalized service. - 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. - All employees and business units, as first line of defense, are expected to proactively help identify, assess, manage, and report risks within their domain of work. - To enhance a healthy risk culture and support our growth for good pillar, employees will maintain vigilance in safeguarding our operations while ensuring compliance with regulatory mandates. - The Risk team serves as the second line of defense by providing risk oversight and credible challenge whereas the Audit team serves as the third line of defense by providing risk assurance. That's a lot. We'll include them. Now Qualifications: Education, Experience, Knowledge, Skills & Abilities. Education: High School Diploma/GED is required. Associate’s degree is preferred. 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 and requests. Must possess and utilize excellent listening skills, verbal, and written communications skills. Proficient in the use of the Internet and Microsoft Office. Must have an outgoing personality and a strong desire to help people. Must be professional in appearance and attitude. Must be able to handle many tasks in a fast-paced environment. Must possess strong critical thinking and decision-making abilities. Strong communication skills and a genuine passion for sales are essential for success in this role. May stand throughout entire shift in order to assist members or other staff. We could split into Requirements (Education+Experience) and Skills (Knowledge, Skills & Abilities). Or combine into Qualifications. The instruction says use headings for sections like Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we can have: - Responsibilities (

    Responsibilities

    ) - Requirements (

    Requirements

    ) covering Education and Experience. - Qualifications (

    Qualifications

    ) covering Knowledge, Skills & Abilities. - Benefits (

    Benefits

    ) covering 401(k) Plan, paid technical and on-the-job training program, tuition reimbursement. - Pay (

    Pay

    ) covering competitive pay. - Schedule (

    Schedule

    ) covering part time positions start at a minimum of 30 hours per week. We should also maybe include the VyStar Excellence behaviors list; could be part of Skills or Qualifications. But we already have Skills section for Knowledge, Skills & Abilities. The VyStar Excellence behaviors could be added to Skills as additional bullet points. However we must not invent content; we can include them as part of Skills. The posting includes "Additional Job Description Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job." Then list: Focus, Connect, Understand, Counsel, Advance, Verify. That's substantive. We'll add them to Skills section. Now we need to ensure we don't include boilerplate like disclaimers, selection process, etc. Now produce HTML fragment:

    Responsibilities

    ... introductory paragraph about Relationship Specialist I responsibilities ...

    • ... each bullet ...

    Requirements

    • High School Diploma/GED is required. Associate’s degree is preferred.
    • 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.

    Qualifications

    • Ability to process accurate transactions and requests.
    • Must possess and utilize excellent listening skills, verbal, and written communications skills.
    • Proficient in the use of the Internet and Microsoft Office.
    • Must have an outgoing personality and a strong desire to help people.
    • Must be professional in appearance and attitude.
    • Must be able to handle many tasks in a fast-paced environment.
    • Must possess strong critical thinking and decision-making abilities.
    • Strong communication skills and a genuine passion for sales are essential for success in this role.
    • May stand throughout entire shift in order to assist members or other staff.
    • Demonstrate VyStar Excellence behaviors: Focus, Connect, Understand, Counsel, Advance, Verify.
    But we might want to separate the VyStar Excellence behaviors as separate list items. Could be separate
  • for each. Let's do that. Now Benefits:

    Benefits

    • 401(k) Plan
    • Extensive paid technical and on-the-job training program
    • Tuition reimbursement (available to all full and part time employees)
    Pay:

    Pay

    Competitive pay.

    Schedule:

    Schedule

    Part time positions start at a minimum of 30 hours per week.

    We should also include the introductory paragraph about encouraging to join maybe under About the role but we omitted. Could we incorporate that into Responsibilities intro? The Responsibilities section already has a paragraph describing the role. That paragraph includes: "The Relationship Specialist I responsibilities include providing 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. This key relationship building position must be able to describe VyStar Credit Union’s value proposition versus competitors and convey the importance of educating and proactively helping members with their financial goals." We can keep that as

    inside Responsibilities. Now ensure we didn't miss any substantive info: The part about "We encourage you to become a part of VyStar Credit Union's family of

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