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Relationship Specialist I

2 months ago

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

VyStar 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 Responsibilities
  • Provide unbelievable member experiences through quality conversations and cross-selling credit union solutions.
  • Identify member needs and grow consumer and business relationships by asking open-ended discovery questions.
  • Understand and position consumer and business deposit, credit, insurance, and investment solutions.
  • Handle personal and business account transactions, open accounts, and process loan applications.
  • Explain basics of credit and savings options and refer complex business products, mortgage solutions, investments, and insurance.
  • Provide additional services such as account maintenance, notary, wire transfer, savings bond redemption, safe deposit 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.
  • Exude a positive and professional attitude with members and partners.
  • Resolve member problems independently and escalate complex concerns.
  • Embody 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 sales and/or customer service, 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.
  • Excellent listening skills, verbal, and written communications 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.