Relationship Specialist I

3 weeks ago

Fernandina Beach, United States VyStar Credit Union Full time
At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement-available to all full and part time employees. Part time positions start at a minimum of 30 hours per week.

We encourage you to become a part of VyStar Credit Union's family of employees.

Relationship Specialist I

ACCOUNTABILITY STATEMENT The Relationship Specialist’s responsibility is to provide an exceptional member experience and to grow new consumer and business memberships as well as deposit, loan and investment balances along with insurance and other protection products in alignment with the strategic plans of the credit union. This key relationship-building position must be able to precisely describe VyStar Credit Union’s value proposition versus competitors and convey the importance of educating and proactively helping members with their financial goals.

Ability to effectively have quality conversations with members and potential members in person or via phone, ask questions, listen carefully and make the appropriate product and service recommendations. Present products and services in a positive, professional and knowledgeable manner, so members can make informed and best decisions.
Uses each member interaction to strengthen and enhance the member experience through continued quality conversations and relationship building.
Performs and documents transactions in accordance with applicable federal, state and local statutes and regulations. Abides by VyStar policies and procedures.
Provides regulatory disclosures and information on new and other specific types of accounts, products, services and referrals
Opens various types of accounts, including but not limited to: checking and savings (personal and business), money market, certificates of deposit, trust and IRA accounts. Verifies personal identification to prevent fraudulent activity.
Responsible for handling personal and business account transactions, including but not limited to deposits, transfers, withdrawals, credit card cash advances, etc.
Processes various types of loan applications, including but not limited to Auto VIPs, credit cards and lines of credit. Ability to effectively offer more complex loan products.
Has a basic understanding of credit reports and ability to have quality lending conversations with members.
Provides additional services to members including but not limited to: notary service, wire transfers, savings bond redemptions, safe deposit box services, gift cards, fraud and forgery claims, credit and debit card disputes, etc.
Ensures the success of other key departments through referrals, including but not limited to Mortgage, Business Services, Insurance, and Investment Services.
Exercises great judgment and discretion within well-defined limits and works with relative independence to accomplish tasks.
Performs routine account maintenance and changes to names, addresses, telephone numbers, and issuing or reordering debit, credit or replacement ATM cards.
Performs other duties as assigned in assisting the branch with daily business such as: balancing of the ATMs, branch opening and/or closing, locating teller outages, etc.
Resolves member problems independently and escalates more complex concerns.
Responsible for check proofing, validating checks received each day, and remain compliant with all VyStar procedures for check holds.
Works cooperatively in a team environment and ability to balance between individual and team responsibilities and key business priorities.
Performs other duties as assigned.

JOB KNOWLEDGE, SKILLS & ABILITIES

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.

EDUCATION

High school diploma or equivalent required.
Associates degree is preferred.
DISCLAIMERS AND WORK ENVIRONMENT

Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management.

The work environment characteristics described are representative of those an employee may encounter 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.

VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union.

No placement fee will be paid if a candidate is hired as a result of the referral, or through other means.

Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members.

Thank you again for your interest in this position

VyStar Credit Union Human Resources

  • Relationship Specialist I

    3 weeks ago

    Fernandina Beach, United States Vystar Credit Union Full time

    At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement-available to all full and part time employees. Part time positions start at a minimum of 30 hours per week.Is your CV ready If so, and you are confident this is the role for you,...

  • Client Relationship Specialist

    3 weeks ago

    Newport Beach, United States Bank of Montreal Full time

    Application Deadline:11/21/2024 Address:4400 MacArthur Blvd. Job Family Group:Wealth Sales & Service. Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer e Relationship Specialist, Client Relations, Relationship, Customer Experience, Specialist, Business Partner,...

  • Housing Specialist I

    4 weeks ago

    Virginia Beach, Virginia, United States City of Virginia Beach Full time

    We are seeking a skilled Housing Specialist I to join our team at the City of Virginia Beach. The Rental Housing Division of Housing and Neighborhood Preservation oversees the federally funded Housing Choice Voucher (HCV) program and various state or grant-funded rental subsidy programs. This program assists low-income households in securing decent, safe,...

  • Position Specialist I

    3 weeks ago

    Daytona Beach, United States Halifax Health Full time

    Halifax Health is seeking a Coding Specialist I for the HIM Department. Summary The Coding Specialist I is responsible for the coding of ED, Recurring and Ancillary accounts using ICD-10-CM diagnosis and procedure codes and CPT-4 code sets. This posi Coding Specialist, Specialist, Healthcare, Skills

  • Residential Real Estate Specialist

    3 weeks ago

    Fernandina Beach, Florida, United States Omni Hotels Full time

    Role SummaryThe Omni Amelia Island Resort is seeking a highly motivated and experienced Residential Real Estate Specialist to join our team. As a Sales Associate, you will be responsible for generating and/or developing new, referred, and repeat clients in order to meet personal and company sales objectives.Key ResponsibilitiesMonitor customer preferences in...

  • Insurance Relationship Specialist

    3 weeks ago

    Long Beach, CA, USA, United States Jose Olguin - State Farm Agent Full time

    Are you a customer-focused individual with a passion for insurance and financial services? Do you enjoy working with the public and building strong relationships? If so, we may have the perfect opportunity for you at Jose Olguin - State Farm Agent.Job SummaryWe are seeking a highly motivated and results-driven Insurance Relationship Specialist to join our...

  • Clinical Specialist I

    3 weeks ago

    ‘Ewa Beach, Hawaii, United States Child & Family Service Full time

    At Child and Family Service, we are seeking a highly skilled Clinical Specialist I to join our team of dedicated professionals. As a Clinical Specialist I, you will play a critical role in the implementation of program services, linking assessment, design, implementation, and evaluation of therapeutic interventions to achieve successful case outcomes.Key...

  • INSURANCE SPECIALIST I

    2 months ago

    Pompano Beach, United States Patient Care America Full time

    Job DescriptionJob DescriptionJOB SUMMARY:The Insurance Specialist I is responsible for completing patient eligibility and benefits checks to determine patient coverage/responsibility for services including, but not limited to primarily major medical insurance benefits verification, complex insurance plan verification, and high volume PBM plans. The...

  • Family Services Specialist I

    1 week ago

    Virginia Beach, United States Abacus Full time

    Job DescriptionJob DescriptionJob title: Family Services Specialist I (Virginia Beach)Pay rate: $22.87Hours/Shift: Monday through Friday, 8 a.m. to 5 p.m.Family Services Specialist I This position is primarily responsible for the receipt, review and tracking of Guardianship reports using the State's case management system and various Excel...

  • Client Relationship Specialist

    4 weeks ago

    Virginia Beach, Virginia, United States Charles Schwab Full time

    Transform the Finance Industry with Charles SchwabAt Charles Schwab, we empower our employees to make a lasting impact on their careers. Our innovative culture combines creative problem-solving with a passion for customer service, driving us to challenge the status quo and revolutionize the finance industry.Join Our Team as a Client Relationship SpecialistAs...

  • Senior Client Relationship Specialist

    3 weeks ago

    Palm Beach, Florida, United States Oxford Financial Group, Ltd. Full time

    Oxford Financial Group, Ltd. is seeking a highly skilled Senior Client Relationship Specialist to join our team. This role is responsible for providing exceptional client experiences to ultra-high-net-worth individuals and families.The ideal candidate will have a strong background in client service, with a minimum of three years of experience working with...

  • Customer Relationship Specialist

    3 weeks ago

    West Palm Beach, Florida, United States IWP Full time

    About the Role:We are seeking a skilled Customer Relationship Specialist to support our Territory Manager in West Palm, FL. This sales-focused role requires quick problem-solving skills and a penchant for training and educating our referral sources on IWP services.Key Responsibilities:Maintain and grow the referral source relationship while ensuring ongoing...

  • Medical Records Specialist I

    3 weeks ago

    Huntington Beach, California, United States CIOX Health Full time

    Job Title: Medical Records Specialist IJob Summary: We are seeking a highly organized and detail-oriented Medical Records Specialist I to join our team. The successful candidate will be responsible for processing medical records requests, maintaining confidentiality, and ensuring compliance with HIPAA regulations.Key Responsibilities:Receive and process...

  • Commercial Kitchen Equipment Specialist

    3 weeks ago

    Fernandina Beach, Florida, United States Georgia Air and Refrigeration Services Inc. Full time

    Job OverviewGeorgia Air and Refrigeration Services Inc. is seeking a skilled Commercial Kitchen Equipment Specialist to join our team. The ideal candidate will be responsible for providing on-site installation, repair, and maintenance of commercial kitchen equipment, including HVAC and refrigeration systems.The successful candidate will possess excellent...

  • Behavioral Health Specialist I

    4 weeks ago

    Virginia Beach, Virginia, United States Fairfax County, VA Full time

    Job SummaryThis is an exciting opportunity to join our team as a Behavioral Health Specialist I at Fairfax County, VA. As a member of our innovative co-occurring residential treatment programs and detox services for adults, you will have the chance to gain hands-on clinical experience, professional development, and potential for advancement in a progressive...

  • Business Development Manager

    4 weeks ago

    Fernandina Beach, Florida, United States PNC Full time

    Job Title: Relationship Manager I - Business BankerAbout the Role:PNC is seeking a Relationship Manager I - Business Banker to join our Business Banking team in Jacksonville, Florida. As a trusted advisor, you will leverage your business acumen to facilitate cash flow conversations with clients and prospects, and manage the on-going sales cycle to optimize...

  • Parts Specialist I

    3 weeks ago

    Virginia Beach, United States MANCON, LLC Full time

    Job DescriptionJob DescriptionJob ID: 2024-5581Job Title: Parts Specialist I (City of Virginia Beach)# Positions: 1Hire Type: Full-TimeWork Days: Monday - Friday, Other, Other Days: evening/weekends hours may be requiredWork Shift: 1 First shift, Other Shifts: Overview:The Parts Specialist I provides counter service to city employees who need...

  • Clinical Specialist I, CPT Position

    3 weeks ago

    Daytona Beach, Florida, United States Abbott Full time

    About the RoleAbbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines.As a Clinical Specialist I, CPT, you will be part of our team...

  • Relationship Specialist

    2 days ago

    virginia beach, United States Chartway Credit Union Full time

    Job Title: Relationship Specialist (Universal Banker) Job Type: Full-timeLocation: Virginia Beach, VirginiaAll of us at Chartway stand united in our strong culture of listening and learning. We treat people with respect, integrity, and kindness, and are committed to continuously developing a diverse and inclusive workplace where team members are empowered to...

  • Relationship Specialist

    2 days ago

    Virginia Beach, United States Chartway Credit Union Full time

    Job Title: Relationship Specialist (Universal Banker) Job Type: Full-timeLocation: Virginia Beach, VirginiaAll of us at Chartway stand united in our strong culture of listening and learning. We treat people with respect, integrity, and kindness, and are committed to continuously developing a diverse and inclusive workplace where team members are empowered to...