Relationship Specialist

16 hours ago

St Augustine, Florida, United States VyStar Credit Union Full time
Job Summary

VyStar Credit Union is seeking a highly skilled and customer-focused 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 offering personalized financial solutions.

Key Responsibilities
  • Provide unbelievable member experiences through personalized interactions, identifying member cues, and asking open-ended discovery questions.
  • Grow consumer and business relationships by understanding and positioning consumer and business deposit, credit, insurance, and investment solutions.
  • 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.
Work Environment

The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

As required or requested, may exert up to 20 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull, or otherwise move objects.

Additional Job Description

Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job.

  • Focus Focus your full attention by carefully listening to and observing your client or member.
  • Connect Consistently be friendly and approachable. Demonstrate you care.
  • Understand Listen empathetically and ask questions. (70%/30%)
  • Counsel Recommend solutions based on your client's or member's needs and objectives.
  • Advance Ensure that member's expectations were exceeded. Verify necessary follow-up action.

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