Relationship Specialist

2 weeks ago

Jacksonville, Florida, United States VyStar Credit Union Full time
Job Summary

VyStar 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 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.
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.

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