Relationship Ambassador

About VyStar Credit Union

VyStar Credit Union is a not-for-profit financial cooperative dedicated to serving the financial needs of our members. We offer a comprehensive range of financial services, including deposit accounts, loans, credit cards, and investment products.

Job Summary

We're seeking a highly motivated and customer-focused Relationship Ambassador to join our team. As a key member of our team, you'll be responsible for providing exceptional member service, identifying member needs, and growing consumer and business relationships through quality conversations and cross-selling credit union solutions.

Key Responsibilities

• Provide unparalleled member experiences through every interaction, both in-person and on the phone
• 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 the 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 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 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
• 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 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

Knowledge, Skills & Abilities

• Previous experience in a sales and/or customer service position, preferably with a financial institution, community service, or military service experience preferred
• 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