Relationship Specialist I
2 hours ago
VyStar Credit Union is seeking a highly motivated and customer-focused Relationship Specialist I to join our team. As a key member of our team, you will be responsible for providing exceptional member experiences, identifying member needs, and growing consumer and business relationships.
Key Responsibilities:
- Provide unbelievable member experiences through quality conversations and cross-selling credit union solutions.
- Identify member cues, ask open-ended discovery questions, and grow consumer and business relationships.
- 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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