VyStar Credit Union
Financial Services
RelationshipSpecialist
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Relationship Specialist at VyStar Credit Union. Skills: Relationship building, Sales, Member service. Provide member experiences. Identify member cues”
What You'll Achieve.
Booked sales
Industry & Context.
Problem resolution
May stand entire shift
What They're Looking For.
Must Have
High School Diploma/GED
Nice to Have
Associate's degree, Previous experience in a sales and/or customer service position, Previous community service, Previous military service, Previous experience asking questions, Previous experience offering recommendations, Previous experience making referrals, Previous experience with a financial institution
What You'll Do.
Provide member experiences
Ask open-ended discovery questions
Grow consumer relationships
Grow business relationships
Identify member needs
Position VyStar financial solutions
Describe VyStar value proposition
Educate members on financial goals
Help members with financial goals
Strengthen member relationships
Enhance member relationships
Cross-sell credit union solutions
Position deposit solutions
Position credit solutions
Position insurance solutions
Position investment solutions
Handle personal account transactions
Handle business account transactions
Process loan applications
Explain credit options
Explain savings options
Refer complex business products
Refer mortgage solutions
Refer investment options
Refer insurance options
Provide account maintenance
Provide notary services
Provide wire transfer services
Provide savings bond redemption
Provide safe deposit box services
Handle credit card disputes
Support Credit Union initiatives
Participate in Credit Union campaigns
Exercise sound judgment
Remain compliant with limits
Remain compliant with guidelines
Accomplish tasks independently
Exhibit trustworthiness
Exhibit professionalism
Exude positive attitude
Exude professional attitude
Resolve member problems independently
Escalate complex concerns
Embrace VyStar Standards of Excellence
Embrace VyStar Behaviors of Excellence
Embrace Being Unbelievable
Embrace Great 8 Member Service Commitments
Utilize relationship-building tools
Utilize documentation tools
Ensure comprehensive follow-up
Foster continued growth
Engage proactively with members
Understand member needs
Provide comprehensive solutions
Educate members on offerings
Ensure compliance with mandates
How You'll Work.
Team & Collaboration
Work with partners
Communication Scope
Verbal communication; Written communication
Full Job Description
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. *** SELECTION PROCESS:** **As part of our preliminary recruiting process, we kindly ask candidates to complete an online assessment sent to their email from our third-party vendor, HireVue. To be considered, please complete the assessment within the allotted time. If you don 't receive it after applying, check your spam folder. Assessment results are valid for 6 months.** ACCOUNTABILITY STATEMENT The Relationship Specialist I responsibilities include providing unbelievable member experiences with every member interaction both in-person and on the phone, identifying member cues, asking open-ended discovery questions, and growing consumer and business relationships by identifying member needs and properly positioning VyStar financial solutions. This key relationship building position must be able to describe VyStar Credit Union’s value proposition versus competitors and convey the importance of educating and proactively helping members with their financial goals. **ESSENTIAL RESPONSIBILITIES** * Use each member interaction both on the phone and in-person to provide unbelievable 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
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