VyStar Credit Union
Financial Services
RelationshipSpecialist
“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
Complete online assessment, May stand entire shift
What They're Looking For.
Must Have
High School Diploma/GED
Nice to Have
Associate's degree
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 complex business products
Refer mortgage solutions
Refer investment options
Refer insurance options
Provide account maintenance
Provide notary services
Provide wire transfers
Provide savings bond redemption
Provide safe deposit box services
Handle credit card disputes
Support Credit Union initiatives
Participate in campaigns
Exercise sound judgment
Accomplish tasks independently
Resolve member problems independently
Escalate complex concerns
Embrace Standards of Excellence
Embrace Behaviors of Excellence
Embrace Being Unbelievable
Embrace Great 8 Member Service
Support community service
Utilize relationship-building tools
Utilize documentation tools
Ensure comprehensive follow-up
Foster continued growth
Engage proactively with members
Provide comprehensive solutions
Educate members on offerings
How You'll Work.
Team & Collaboration
Work with partners
Communication Scope
Verbal communication; Written communication; Listening skills
Applying for this Relationship Specialist role?
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