VyStar Credit Union

Financial Services

RelationshipSpecialist

$52–78k ~AI est. Jacksonville, Florida, United States FULL TIME
The Brief

“Relationship Specialist at VyStar Credit Union. Skills: Member experiences, Relationship building, Financial solutions. Provide member experiences. Identify member cues”

What You'll Achieve.

Grow consumer relationships; Grow business relationships; Booked sales; Exceed member expectations

Industry & Context.

Financial Services
Problems you'll solve

Decision-making; Problem resolution

Eligibility Requirements

May stand entire shift

What They're Looking For.

Must Have

High School Diploma/GED

Nice to Have

Associate's degree, Sales experience preferred, Customer service experience preferred, Community service experience preferred, Military service experience preferred, Asking questions experience preferred, Offering recommendations experience preferred, Making referrals experience preferred, Financial institution experience preferred

What You'll Do.

Provide member experiences

Ask discovery questions

Grow consumer relationships

Grow business relationships

Identify member needs

Position financial solutions

Describe value proposition

Help members with financial goals

Strengthen member relationships

Cross-sell credit union solutions

Understand deposit solutions

Understand credit solutions

Understand insurance solutions

Understand investment solutions

Handle account transactions

Process loan applications

Explain credit options

Explain savings options

Refer business products

Refer mortgage solutions

Refer investment options

Refer insurance options

Provide account maintenance

Provide notary services

Process wire transfers

Process savings bond redemption

Manage safe deposit boxes

Handle credit card disputes

Support Credit Union initiatives

Participate in campaigns

Exercise sound judgment

Accomplish tasks independently

Resolve member problems

Embrace VyStar Standards

Utilize communication skills

Utilize relationship tools

Ensure comprehensive follow-up

Engage proactively with members

Understand member needs

Provide comprehensive solutions

Educate members on offerings

How You'll Work.

Team & Collaboration

Work with partners

Communication Scope

Verbal communication; Written communication

Free ATS check

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