Relationship Specialist I

5 days ago


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

VyStar 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 Responsibilities
  • Member Experience
    • Provide personalized service to members, ensuring their needs are met and exceeded.
    • Use each member interaction to build trust, strengthen relationships, and promote credit union solutions.
  • Relationship Building
    • Identify member cues, ask open-ended questions, and grow consumer and business relationships.
    • Understand and position deposit, credit, insurance, and investment solutions effectively.
  • Transaction Processing
    • Handle personal and business account transactions, open accounts, and process loan applications.
    • Explain credit and savings options and refer complex business products, mortgage solutions, investments, and insurance.
  • Additional Services
    • Provide account maintenance, notary, wire transfer, savings bond redemption, safe deposit box services, fraud claims, and credit card disputes.
    • Support and participate in credit union initiatives and campaigns.
  • Professional Development
    • Exercise sound judgment and discretion while remaining compliant with established limits and guidelines.
    • Work with relative independence to accomplish tasks.
    • Exhibit a high degree of integrity, trustworthiness, and professionalism.
  • Communication
    • Utilize excellent verbal and written communication skills.
    • Perform other duties as assigned.
Requirements
  • Education
    • High School Diploma/GED is required.
    • Associate's degree is preferred.
  • Experience
    • Previous experience in sales and/or customer service, community service, military service, asking questions, offering recommendations, and making referrals is preferred.
  • Skills and Abilities
    • Ability to process accurate transactions and requests.
    • Excellent listening skills, verbal, and written communication skills.
    • Proficient in the use of the Internet and Microsoft Office.
    • Outgoing personality and a strong desire to help people.
    • Professional appearance and attitude.
    • Ability to handle many tasks in a fast-paced environment.
    • Strong critical thinking and decision-making abilities.


  • Jacksonville, Florida, United States VyStar Credit Union Full time

    Job 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 Manager I

    2 months ago


    Jacksonville, Florida, United States PNC Full time

    Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...


  • Jacksonville, Florida, United States Halff Full time

    Join Halff as a Client Relationship Specialist. Position Overview: Client Relationship Specialists (CRS) are pivotal in fostering growth and expansion at Halff. The CRS's proficiency in recognizing new business avenues, nurturing client partnerships, and driving revenue is essential for achieving our strategic objectives. Key Responsibilities: Identify and...


  • Jacksonville, Florida, United States FIS Global Full time

    Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor's Degree Travel Percentage : 0%Job DescriptionAs the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every market, company and person on the planet. Our teams are inclusive and diverse. Our...


  • Jacksonville, Florida, United States Boar's Head Brand Full time

    Hiring Company: Delicatessen Services Co., LLCOverview:The Purveyor Relationship Team is a department that helps maintaining successful relationships with the Boar's Head Brand Local Purveyor network. Purveyor Relationship Team creates, maintains and improves the relationship between the Company and its Local Purveyors in order to achieve mutual benefits....

  • Relationship Manager I

    2 months ago


    Jacksonville, Florida, United States PNC Full time

    Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...


  • Jacksonville, Florida, United States HonorVet Technologies Full time

    Position Overview:As a Customer Support Specialist I at HonorVet Technologies, you will be responsible for managing and executing loss assignments in accordance with client directives. Key Responsibilities:Initiate emergency outreach to contractors through three-way calls with clients.Achieve and uphold proficiency in all client and departmental guidelines...


  • Jacksonville, Florida, United States HonorVet Technologies Full time

    Position Overview:As a vital member of the HonorVet Technologies team, the Customer Support Specialist I is responsible for managing and executing loss assignments in accordance with client directives.Key Responsibilities:Initiate emergency communications with contractors through three-way calls involving homeowners.Achieve and uphold proficiency in all...


  • Jacksonville, Florida, United States HonorVet Technologies Full time

    Position Overview:As a vital member of the HonorVet Technologies team, the Customer Support Specialist I is responsible for managing and executing loss assignments in accordance with client specifications.Key Responsibilities:Initiate emergency communications with contractors through three-way calls involving homeowners.Achieve and uphold proficiency in all...


  • Jacksonville, Florida, United States LotSolutions, Inc. Full time

    Exciting Opportunity - Solutions Services Specialist IWe are currently in search of a Solutions Services Specialist I to enhance our customer support operations. The successful candidate will play a crucial role in delivering outstanding service through effective communication, adept problem-solving, and seamless collaboration with colleagues.Essential...


  • Jacksonville, Florida, United States LotSolutions, Inc. Full time

    Exciting Opportunity - Solutions Services Specialist IWe are currently in search of a Solutions Services Specialist I to enhance our customer support operations. The selected candidate will play a pivotal role in delivering exceptional service through effective communication, adept problem-solving, and seamless collaboration with colleagues.Essential...


  • Jacksonville, Florida, United States LotSolutions, Inc. Full time

    Exciting Opportunity - Solutions Services Specialist IWe are looking for a dedicated Solutions Services Specialist I to enhance our customer support initiatives. The successful candidate will play a crucial role in delivering outstanding service through effective communication, problem resolution, and collaboration with colleagues.Essential...


  • Jacksonville, Florida, United States Global Channel Management Full time

    Position Overview:As a Customer Relationship Specialist in Financial Services, you will play a crucial role in enhancing customer satisfaction and loyalty. Key Qualifications:- 1-3 years of experience in customer service, support, or sales within the financial or banking sector.- Onsite presence is required.- Strong work ethic and self-motivated, with the...


  • Jacksonville, Florida, United States iCapital Full time

    Client 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...


  • Jacksonville, Florida, United States Wellington Hawkins - State Farm Agent Full time

    Explore 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...


  • Jacksonville, Florida, United States Advantis Medical, Inc. Full time

    Advantis Medical, Inc. is currently in search of a skilled Travel Echocardiography Specialist for an exciting opportunity. Position Overview This role involves providing high-quality echocardiography services in a travel capacity, ensuring patient care excellence throughout the assignment. Job Details Specialty: Echocardiography SpecialistDiscipline: Allied...


  • Jacksonville, Florida, United States Fortegra Full time

    Client Support Specialist ICompany OverviewFortegra Corporation is a leading provider of insurance-related solutions, offering a wide range of products and services in the United States. Established in 1981 and headquartered in Jacksonville, Florida, Fortegra has a rich history of delivering exceptional service and support to its clients.Position OverviewThe...


  • Jacksonville, Florida, United States iCapital Full time

    Client 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...

  • HMO Specialist I

    2 weeks ago


    Jacksonville, Florida, United States Nemours Children\'s Health Full time

    Nemours Children's Health is seeking a skilled professional to fill the role of HMO Specialist.Job Summary:The HMO Specialist will be responsible for verifying insurance eligibility and benefits, obtaining authorizations for office visits and procedures, and communicating with clinical teams and patient families regarding referrals and authorizations.Key...

  • HMO Specialist I

    6 days ago


    Jacksonville, Florida, United States Nemours Children\'s Health Full time

    Nemours Children's Health is seeking a skilled professional to fill the role of HMO Specialist.Job Summary:The HMO Specialist will be responsible for verifying insurance eligibility and benefits, obtaining authorizations for office visits and procedures, and communicating with clinical teams and patient families. This role requires strong customer service...