Relationship Specialist I

2 weeks ago

Jacksonville, United States VyStar Credit Union Full time

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.

Relationship Specialist I

ACCOUNTABILITY STATEMENT

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.

ESSENTIAL RESPONSIBILITIES
- 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.
- 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.
- Perform other duties as assigned.

JOB 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.
- Successful partnership will cross referrals to all business lines.

DISCLAIMERS AND WORK ENVIRONMENT

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.

As required or requested, may exert up to 50 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull or otherwise move objects.

Additional Job Description

Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job.
- 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.

Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by on

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