VyStar Credit Union
Financial Services
RelationshipSpecialist(NorthOrlandoCluster)
“Relationship Specialist (North Orlando Cluster) at VyStar Credit Union. Skills: Relationship building, Sales, Customer service. Provide member experiences. Identify member cues”
What You'll Achieve.
Grow consumer relationships; Grow business relationships; Booked sales
Industry & Context.
Decision-making
Commute to branches, Stand throughout 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 open-ended discovery questions
Grow consumer relationships
Grow business relationships
Identify member needs
Position VyStar financial solutions
Describe VyStar 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
Position deposit solutions
Position credit solutions
Position insurance solutions
Position 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 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
Accomplish tasks independently
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
Result in booked sales
Educate members on offerings
How You'll Work.
Team & Collaboration
Community service supporting brand
Communication Scope
Verbal communication; Written communication
Applying for this Relationship Specialist (North Orlando Cluster) role?
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