VyStar Credit Union
Financial Services
RelationshipSpecialist
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Relationship Specialist at VyStar Credit Union. Skills: Member experience, Relationship building, Sales, Financial solutions. Provide member experiences. Identify member cues”
Industry & Context.
Decision-making; Problem resolution
Stand throughout shift, Lift up to 20 pounds
What They're Looking For.
Must Have
High School Diploma/GED
Nice to Have
Associate's degree, Previous sales experience, Previous customer service experience, Community service experience, Military service experience, Experience asking questions, Experience offering recommendations, Experience making referrals, Financial institution experience
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
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
Process wire transfers
Provide safe deposit box services
Handle credit card disputes
Support Credit Union initiatives
Participate in Credit Union campaigns
Exercise sound judgment
Accomplish tasks independently
Resolve member problems independently
Escalate complex concerns
Utilize relationship-building tools
Utilize documentation tools
Engage proactively with members
Understand member needs
Provide comprehensive solutions
Educate members on offerings
How You'll Work.
Team & Collaboration
Work with partners; Community service support
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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