Relationship Specialist

8 hours ago

Peachtree Corners GA USA, United States VyStar Credit Union Full time
Job Title: Relationship Specialist

VyStar Credit Union is seeking a highly motivated and customer-focused Relationship Specialist to join our team. As a Relationship Specialist, you will be responsible for providing exceptional member experiences, identifying member needs, and growing consumer and business relationships by offering personalized financial solutions.

Key Responsibilities:
  • Provide unbelievable member experiences 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.
  • Perform other duties as assigned.
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.
  • 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.
Disclaimer:

Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management.

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