Relationship Specialist I

About The Role 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. Key Responsibilities Use each member interaction—both on the phone and in‑person—to provide unforgettable member experiences, from greeting and welcoming to strengthening and enhancing member relationships through quality conversations and cross‑selling credit union solutions effectively. 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, 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 and exhibit a high degree of integrity, trustworthiness, and professionalism. Resolve member problems independently, seeking ways to achieve a “yes” whenever possible, and escalating more complex concerns. Apply 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 and all available relationship‑building and documentation tools to ensure comprehensive follow‑up with members. 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. Additional Behaviors Focus: fully attend to members through listening and observing. Connect: be friendly, approachable, and demonstrate care. Understand: listen empathetically and ask questions. Counsel: recommend solutions based on member needs and objectives. Advance: exceed member expectations and verify necessary follow‑up. Qualifications Education: High School Diploma or GED required; Associate’s degree preferred. Experience: Previous experience in sales and/or customer service, community service, or military service is preferred; experience in a financial institution is a plus. Knowledge, Skills & Abilities: Ability to process accurate transactions; excellent listening, verbal, and written communication; proficiency with the Internet and Microsoft Office; outgoing personality with a strong desire to help people; professional appearance and attitude; ability to handle multiple tasks in a fast‑paced environment; strong critical thinking, decision‑making, and sales skills; ability to stand throughout the shift. Benefits Competitive pay. 401(k) plan. Paid technical and on‑the‑job training. Tuition reimbursement for all full and part‑time employees. #J-18808-Ljbffr