Relationship Specialist I

Benefits Competitive pay 401(k) plan Paid technical and on‑the‑job training program Tuition reimbursement available to all full‑time and part‑time employees Part‑time positions start at a minimum of 30 hours per week VyStar encourages you to become a part of its family of employees. Essential Responsibilities Use each member interaction on the phone and in‑person to provide member experiences from greeting, welcoming, to strengthening and enhancing relationships through quality conversations and cross‑selling credit union solutions. 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 basics of credit and savings options and effectively refer more complex business products, mortgage solutions, investment 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 ways to say “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. Utilize all available relationship‑building and documentation tools to ensure comprehensive follow‑up with members, fostering continued growth in member relationships through proactive engagement and personalized service. Engage proactively with members through outbound calls to understand needs and provide comprehensive solutions related to VyStar Credit Union’s products and services, resulting in booked sales. Address and overcome objections effectively while educating members about the wide array of offerings available. Perform other duties as assigned. Job Qualifications Education: High School Diploma/GED required; Associate’s degree preferred. Experience: 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. Knowledge, Skills & Abilities: Ability to process accurate transactions and requests; excellent listening, verbal, and written communication skills; proficiency with the Internet and Microsoft Office; outgoing personality and 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; genuine passion for sales. Additional Job Description 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 and verify necessary follow‑up action. #J-18808-Ljbffr