Relationship Specialist
2 weeks ago
VyStar Credit Union is seeking a highly skilled Relationship Specialist to join our team. As a key member of our organization, you will be responsible for providing exceptional member experiences, identifying member needs, and growing consumer and business relationships.
Key Responsibilities- Provide unbelievable member experiences through quality conversations and cross-selling credit union solutions.
- Identify member cues, ask open-ended discovery questions, and grow consumer and business relationships.
- 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.
- 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.
- 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.
VyStar Credit Union is a not-for-profit financial cooperative dedicated to serving the financial needs of its members. We offer a comprehensive range of financial products and services, including checking and savings accounts, loans, credit cards, and investment services.
We are committed to providing exceptional member service and building long-term relationships with our members. If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.
-
Relationship Specialist
6 days ago
Jacksonville, Florida, United States VyStar Credit Union Full timeJob SummaryVyStar Credit Union is seeking a skilled Relationship Specialist to provide exceptional member experiences and grow consumer and business relationships. As a key member of our team, you will be responsible for identifying member cues, asking open-ended discovery questions, and positioning VyStar financial solutions to meet their needs.Key...
-
Relationship Specialist
2 weeks ago
Jacksonville, Florida, United States VyStar Credit Union Full timeJob SummaryVyStar Credit Union is seeking a highly skilled and motivated Relationship Specialist to join our team. As a key member of our organization, you will be responsible for providing exceptional member experiences, identifying member needs, and growing consumer and business relationships by positioning VyStar financial solutions.Key...
-
Relationship Specialist I
3 weeks ago
Jacksonville, Florida, United States VyStar Credit Union Full timeJob SummaryVyStar Credit Union is seeking a highly skilled and customer-focused Relationship Specialist I to join our team. As a key member of our organization, you will be responsible for providing exceptional member experiences, building strong relationships, and driving business growth.Key ResponsibilitiesMember Engagement: Develop and maintain strong...
-
Relationship Specialist I
4 weeks ago
Jacksonville, Florida, United States VyStar Credit Union Full timeJob SummaryVyStar Credit Union is seeking a highly skilled and customer-focused Relationship Specialist I to join our team. As a key member of our organization, you will be responsible for providing exceptional member experiences, building strong relationships, and driving business growth.Key ResponsibilitiesMember ExperienceProvide personalized service to...
-
Relationship Specialist I
3 weeks ago
Jacksonville, Florida, United States VyStar Credit Union Full timeJob SummaryVyStar Credit Union is seeking a skilled Relationship Specialist I to provide exceptional member experiences and grow consumer and business relationships. As a key member of our team, you will be responsible for identifying member cues, asking open-ended discovery questions, and positioning VyStar financial solutions to meet their needs.Key...
-
Senior Relationship Manager
5 days ago
Jacksonville, Florida, United States TD Bank Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Relationship Manager to join our team at TD Bank. As a key member of our commercial banking team, you will be responsible for building and maintaining strong relationships with our customers, identifying their financial needs, and providing tailored solutions to meet those needs.Key...
-
Relationship Manager
7 days ago
Jacksonville, Florida, United States PAYSAFE Full timeAbout PaysafePaysafe is a leading payments platform with a strong track record of serving merchants and consumers in the global entertainment sectors.Our core purpose is to enable businesses and consumers to connect and transact seamlessly through industry-leading capabilities in payment processing, digital wallet, and online cash solutions.With over 25...
-
Client Relationship Specialist
4 weeks ago
Jacksonville, Florida, United States iCapital Full timeClient Delivery Advocate at iCapital NetworkKey ResponsibilitiesFinancial Reporting and Data Management: Utilize tools for financial reporting and data aggregation.Performance Analysis: Evaluate portfolio performance metrics.Account Reconciliation: Conduct thorough account reconciliations, investigate discrepancies, and implement corrections.Statement...
-
Client Relationship Specialist
1 month ago
Jacksonville, Florida, United States Wellington Hawkins - State Farm Agent Full timeExplore the Role of an Agent Team Member at Wellington Hawkins - State FarmPosition Overview: Wellington Hawkins, a State Farm Insurance Agent, is seeking a motivated individual to enhance their team. This role focuses on developing and maintaining customer relationships within the community, promoting a range of insurance products such as auto, home, and...
-
Client Relationship Specialist
1 month ago
Jacksonville, Florida, United States iCapital Full timeClient Delivery Advocate Role at iCapitalKey ResponsibilitiesFinancial Reporting and Data Management: Utilize advanced tools to analyze and report on portfolio performance.Account Reconciliation: Perform thorough reconciliations, investigate discrepancies, and implement corrections.Investment Analysis: Review and interpret private equity and hedge fund...
-
Business Relationship Manager
4 weeks ago
Jacksonville, Florida, United States LotSolutions, Inc. Full timeJob DescriptionThe Specialty Business Relationship Manager is responsible for maintaining a positive relationship with customers and managing the operational team and Fortegra. This role involves identifying customer needs and the needs of the operational team and Fortegra, and being directly involved in onboarding clients, managing the mapping and uploading...
-
Procurement Specialist
3 weeks ago
Jacksonville, Florida, United States Donatech Corporation Full time**Join Donatech Corporation as a Procurement Specialist****About the Role**We are seeking a highly skilled Procurement Specialist to support our team in acquiring goods and services for our operations. As a key member of our procurement team, you will be responsible for:Implementing commodity strategies to optimize procurement processesManaging financial...
-
Procurement Specialist
3 weeks ago
Jacksonville, Florida, United States Donatech Corporation Full time**Join Donatech Corporation as a Procurement Specialist****About the Role**We are seeking a highly skilled Procurement Specialist to support our team in acquiring goods and services for our operations. As a key member of our procurement team, you will be responsible for:Implementing commodity strategies to optimize procurement processesManaging financial...
-
Claims Specialist
3 days ago
Jacksonville, Florida, United States Paul Davis Restoration, Inc. Full timeJob Title: Claims SpecialistAt Paul Davis Restoration, Inc., we are seeking a highly skilled Claims Specialist to join our team. As a Claims Specialist, you will play a critical role in ensuring that our customers receive the highest level of service and support in the event of a property damage emergency.Key Responsibilities:Conduct thorough and accurate...
-
Lead Specialist
2 weeks ago
Jacksonville, Florida, United States Elo Roofing Full timeJob Title: Lead Specialist/CoordinatorElo Roofing is a premier roofing and general contractor serving Florida and Colorado. Our team of dedicated professionals is passionate about providing exceptional customer experiences.Job Summary:We are seeking an entry-level Lead Specialist to join our dynamic team. This position is ideal for hardworking individuals...
-
Treasury Specialist
1 week ago
Jacksonville, Florida, United States Collabera Full timeTreasury Specialist/Customer Service RepresentativeCollabera is seeking a highly skilled Treasury Specialist/Customer Service Representative to join our team. As a key member of our finance team, you will be responsible for providing exceptional customer service and supporting our treasury operations.Key Responsibilities:Provide top-notch customer service to...
-
Senior Banking Specialist
4 weeks ago
Jacksonville, Florida, United States EverBank Full timeJob SummaryThe Senior Banking Specialist is a key role at EverBank, responsible for promoting the organization's banking services and building strong relationships with clients. This position requires a deep understanding of client needs and the ability to offer a full range of financial services.Key ResponsibilitiesPromote the organization's banking...
-
Insurance Specialist
3 weeks ago
Jacksonville, Florida, United States Daniel Lempesis - State Farm Agent Full timeAbout the RoleWe are seeking a highly organized and efficient specialist to join our team as an Insurance Specialist. As a representative of our agency, you will be responsible for providing exceptional customer service, establishing customer relationships, and supporting insurance agents in gaining and keeping customers.Key ResponsibilitiesEstablish and...
-
Cardiopulmonary Care Specialist
4 weeks ago
Jacksonville, Florida, United States Triage Staffing LLC Full timeJob Summary:We are seeking a skilled Cardiopulmonary Specialist to join our team at Triage Staffing LLC. As a Cardiopulmonary Care Specialist, you will be responsible for providing high-quality patient care in a long-term care setting.Key Responsibilities:Provide cardiopulmonary care to patients in a long-term care settingCollaborate with healthcare...
-
Senior Banking Specialist
4 weeks ago
Jacksonville, Florida, United States EverBank NA Full timeJob SummaryWe are seeking a highly skilled and experienced Senior Banking Specialist to join our team at EverBank NA. As a key member of our financial center, you will be responsible for promoting our banking services, identifying sales opportunities, and building strong relationships with our clients.Key ResponsibilitiesPromote Banking Services: Develop and...