VyStar Credit Union
Financial Services
RelationshipSpecialist
“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.
Decision-making; Problem resolution
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
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