Jobs · OTHR · Florida

Senior Relationship Specialist

VyStar Credit Union · St Augustine, FL · 1 mo ago
OTHRFull-time
We need to output HTML fragment with sections: About the role? The posting includes description of VyStar, benefits, part-time hours, selection process, accountability statement, responsibilities, qualifications, etc. We need to use

for section headings: e.g., About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We should only include sections when there is real specific content. We must not repeat job title as heading. No Job ID etc. Remove boilerplate, navigation, legal, EEO, etc. Also remove application instructions (like "complete assessment", etc? Actually selection process includes assessment instructions; that might be considered part of process but maybe we keep as part of "About the role"? The instruction says remove application instructions. The selection process includes "complete an online assessment sent to their email... To be considered, please complete the assessment within the allotted time..." That's application instruction. Should we remove? Likely yes, remove that part. Also "If you don't receive it after applying, check your spam folder." etc. Remove those lines. We need to preserve all substantive information: benefits, pay? The posting says "competitive pay" but no specific numbers. We should not create Pay section unless posting actually states them. It says "competitive pay" but no specifics; that is vague. The instruction: never create Pay/Schedule/Benefits sections unless the posting actually states them. It does state benefits: "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." Also part time positions start at a minimum of 30 hours per week. That's schedule info. So we can include Benefits and Schedule sections. Pay: only says "competitive pay" but no specifics; that's vague; we should not create Pay section. About the role: we can include a brief description: At VyStar, we offer... maybe that's about the role? Could be "About the role" includes description of role and company. We'll include. Responsibilities: we have many bullet points under "Essential Responsibilities". We'll list them as
  • . Requirements: maybe combine Education, Experience, Knowledge, Skills & Abilities. Could have sections: Qualifications (Education, Experience) and Skills. But we have headings: Qualifications, Skills. We'll follow. We need to avoid filler like "commensurate with experience". Not present. We need to remove duplicated lines. Ensure we don't include disclaimer etc. Let's extract substantive content: - Intro: 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 (but we remove application instructions). Maybe we keep the description of selection process as part of "About the role"? Might be considered process but not instruction. The text: "SELECTION PROCESS: As part of our preliminary recruiting process, we kindly ask candidates to complete an online assessment sent to their email from our third-party vendor, HireVue. To be considered, please complete the assessment within the allotted time. If you don't receive it after applying, check your spam folder. Assessment results are valid for 6 months." This is instruction; we should remove. - ACCOUNTABILITY STATEMENT: The Senior Relationship Specialist responsibilities include providing unbelievable member experiences... This is a paragraph describing role. Could go under About the role or Responsibilities. We'll treat as part of About the role. - Essential Responsibilities: list of duties (many). We'll capture each bullet as list item. - Job Qualifications: EDUCATION, Experience, Knowledge, Skills & Abilities. - Additional Job Description: VyStar Excellence behaviors list (Focus, Connect, Understand, Counsel, Advance, Verify). That's like competencies; could be under Skills or Requirements. We need to avoid duplication: many responsibilities repeat similar points; we should keep them as given but maybe deduplicate identical sentences. There are repetitions: "Train and mentor newer Relationship Specialists." appears multiple times. We'll deduplicate. Let's list responsibilities unique: - Consistent in using 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. - Proficient in identifying member cues, asking open-ended discovery questions, and growing consumer and business relationships by identifying member needs. - Knowledgeable in their understanding of consumer and business deposit, credit, insurance, and investment solutions and able to position them successfully. - Competent in completing personal and business account transactions, open accounts, and process various types of loan applications. - Able to explain 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 with expertise. - Participate, support, and lead in all Credit Union initiatives and campaigns. - Exercise sound judgment and discretion while remaining compliant with well-defined limits and guidelines. - Work with 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 handling escalated member concerns for newer Relationship Specialists. - Exemplify VyStar’s Standards of Excellence, Behaviors of Excellence, Being Unbelievable, and the Great 8 Member Service Commitments. - Lead by example through community service supporting the VyStar brand. - Demonstrate excellent verbal and written communication skills. - Manage opening and closing procedures as needed. - Train and mentor newer Relationship Specialists. - Promote and lead branch initiatives. - Proactively identify ways to improve employee and member experiences. - Provide training and coaching for newer Relationship Specialists as needed. - In partnership with the ABM and BVP, conduct team huddles and weekly sales meetings. - De-escalate member and employee issues as appropriate. - Manage branch operations in the absence of the ABM and BVP. - Handle escalated, urgent, and emergency situations in the absence of the ABM and BVP. - 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 keep them. Now qualifications: EDUCATION: High School Diploma/GED is required. Associate’s degree is preferred. Experience: 2-3 years’ experience in a sales and/or customer service position, community service, military service, asking questions, offering recommendations, and making referrals is required, preferably with a financial institution. Previous leadership experience preferred. Knowledge, Skills & Abilities: - Proven top performance track record. - Demonstrated sales and/or sales leadership. - Possess strong 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. - Proficiency in asking probing questions & making recommendations. - Exercise critical thinking skills in resolving escalated issues or deescalating concerns. - May assist branch leadership as needed. - Works to attain expert user status on credit union systems, applications, products, and services. - Successful partnership will cross referrals to all business lines. - 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. Additional Job Description: VyStar Excellence behaviors list: - Focus: Focus your full attention by carefully listening to and observing your client or member. - Connect: Consistently be friendly and approachable. Demonstrate you care. - Understand: Listen empathetically and ask questions. (70%/30%) - Counsel: Recommend solutions based on your client’s or member’s needs and objectives. - Advance: Ensure that member's expectations were exceeded. Verify necessary follow-up action. - Verify? Actually they listed Verify as part of Advance? The text: "Advance Ensure that member's expectations were exceeded. Verify necessary follow-up action." We'll treat as separate bullet maybe. We'll include these as a list under Skills or maybe under a separate section "Core Competencies". But allowed headings: Skills. We'll put them under Skills. Benefits: "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." Schedule: "Part time positions start at a minimum of 30 hours per week." We might also include About the role: combine intro and accountability statement. Let's craft HTML:

    About the role

    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.

    The Senior Relationship Specialist 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. Demonstrates a strong proficiency in all job functions and able to model those for newer employees. They can manage branch responsibilities in the absence of the ABM and BVP.

    Then Responsibilities

    Responsibilities

      ... items. Then Qualifications

      Qualifications

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

      Experience: 2‑3 years’ experience in a sales and/or customer service position, community service, military service, asking questions, offering recommendations, and making referrals is required, preferably with a financial institution. Previous leadership experience preferred.

      for prose; we can embed strong inside p. Then Skills

      Skills

        list of knowledge, skills & abilities plus VyStar Excellence behaviors. Then Benefits

        Benefits

        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.

        Then Schedule

        Schedule

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

        We must not include Pay section. Check for any duplicated content: we have "Demonstrate excellent verbal and written communication skills." appears both in responsibilities and skills; we can keep both but maybe deduplicate. We'll keep one

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