VyStar Credit Union
Join to apply for the
Relationship Specialist I
role at
VyStar Credit Union . VyStar offers competitive pay, a 401(k) plan, extensive paid training, and tuition reimbursement to full‑ and part‑time employees.
Responsibilities
Consistent in using 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.
Proficient in identifying member cues, asking open‑ended discovery questions, and growing consumer and business relationships by identifying member needs.
Knowledgeable in their understanding of consumer and business deposit, credit, insurance, and investment solutions and able to position them successfully.
Competent in completing personal and business account transactions, open accounts, and process various types of loan applications.
Able to explain credit and savings options and effectively refer more complex business products, mortgage solutions, investments options, and insurance.
Provide additional services to members such as account maintenance, notary, wire transfer, savings bond redemption, safe deposits box services, fraud claims, and credit card disputes with expertise.
Participate, support, and lead in all Credit Union initiatives and campaigns.
Exercise sound judgment and discretion while remaining compliant with well‑defined limits and guidelines.
Work with independence to accomplish tasks.
Exhibit a high degree of integrity, trustworthiness, and professionalism at all times.
Exude a positive and professional attitude with members and partners consistently.
Resolve member problems independently, seeking to find ways to a “yes” whenever possible, and escalating when appropriate.
Exemplify VyStar’s Standards of Excellence, Behaviors of Excellence, Being Unbelievable, and the Great 8 Member Service Commitments.
Lead by example through community service supporting the VyStar brand.
Demonstrate excellent verbal and written communication skills.
Manage opening and closing procedures as needed.
Train and mentor new Relationship Specialists.
Promote and lead branch initiatives.
Proactively identify ways to improve employee and member experiences.
Utilize all available relationship‑building and documentation tools to ensure comprehensive follow‑up with members, fostering continued growth in member relationships through proactive engagement and personalized service.
Engage proactively with members through outbound calls to understand needs and provide comprehensive solutions related to VyStar Credit Union’s products and services, resulting in booked sales.
Address and overcome objections effectively while educating members about the wide array of offerings available.
Perform other duties as assigned.
All employees and business units, as first line of defense, are expected to proactively help identify, assess, manage, and report risks within their domain of work. To enhance a healthy risk culture and support our growth for good pillar, employees will maintain vigilance in safeguarding our operations while ensuring compliance with regulatory mandates. The Risk team serves as the second line of defense by providing risk oversight and credible challenge whereas the Audit team serves as the third line of defense by providing risk assurance.
Qualifications
Education: High School Diploma/GED required; Associate’s degree preferred.
Experience: 1‑2 years in a sales and/or customer‑service position, community service, or military service with a focus on asking questions, offering recommendations, and making referrals; preference for experience with a financial institution.
Knowledge, Skills & Abilities:
Proven top performance track record.
Demonstrated sales and/or sales leadership.
Strong verbal and written communication skills.
Proficient in the use of the Internet and Microsoft Office.
Outgoing personality and strong desire to help people.
Proficiency in asking probing questions & making recommendations.
Critical thinking skills in resolving escalated issues or deescalating concerns.
Support branch leadership as needed.
Attain expert user status on credit union systems, applications, products, and services.
Cross‑referrals to all business lines.
Strong communication skills and genuine passion for sales.
Assist members or other staff throughout the shift.
Benefits Competitive pay, 401(k) plan, paid technical and on‑the‑job training, tuition reimbursement, health, dental, vision, and life insurance. Part‑time positions start at a minimum of 30 hours per week.
Work Environment & Requirements Possible lifting up to 50 pounds occasionally. Reasonable accommodations available for individuals with disabilities.
EEO Statement Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position!
VyStar Credit Union Human Resources
#J-18808-Ljbffr
Relationship Specialist I
role at
VyStar Credit Union . VyStar offers competitive pay, a 401(k) plan, extensive paid training, and tuition reimbursement to full‑ and part‑time employees.
Responsibilities
Consistent in using 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.
Proficient in identifying member cues, asking open‑ended discovery questions, and growing consumer and business relationships by identifying member needs.
Knowledgeable in their understanding of consumer and business deposit, credit, insurance, and investment solutions and able to position them successfully.
Competent in completing personal and business account transactions, open accounts, and process various types of loan applications.
Able to explain credit and savings options and effectively refer more complex business products, mortgage solutions, investments options, and insurance.
Provide additional services to members such as account maintenance, notary, wire transfer, savings bond redemption, safe deposits box services, fraud claims, and credit card disputes with expertise.
Participate, support, and lead in all Credit Union initiatives and campaigns.
Exercise sound judgment and discretion while remaining compliant with well‑defined limits and guidelines.
Work with independence to accomplish tasks.
Exhibit a high degree of integrity, trustworthiness, and professionalism at all times.
Exude a positive and professional attitude with members and partners consistently.
Resolve member problems independently, seeking to find ways to a “yes” whenever possible, and escalating when appropriate.
Exemplify VyStar’s Standards of Excellence, Behaviors of Excellence, Being Unbelievable, and the Great 8 Member Service Commitments.
Lead by example through community service supporting the VyStar brand.
Demonstrate excellent verbal and written communication skills.
Manage opening and closing procedures as needed.
Train and mentor new Relationship Specialists.
Promote and lead branch initiatives.
Proactively identify ways to improve employee and member experiences.
Utilize all available relationship‑building and documentation tools to ensure comprehensive follow‑up with members, fostering continued growth in member relationships through proactive engagement and personalized service.
Engage proactively with members through outbound calls to understand needs and provide comprehensive solutions related to VyStar Credit Union’s products and services, resulting in booked sales.
Address and overcome objections effectively while educating members about the wide array of offerings available.
Perform other duties as assigned.
All employees and business units, as first line of defense, are expected to proactively help identify, assess, manage, and report risks within their domain of work. To enhance a healthy risk culture and support our growth for good pillar, employees will maintain vigilance in safeguarding our operations while ensuring compliance with regulatory mandates. The Risk team serves as the second line of defense by providing risk oversight and credible challenge whereas the Audit team serves as the third line of defense by providing risk assurance.
Qualifications
Education: High School Diploma/GED required; Associate’s degree preferred.
Experience: 1‑2 years in a sales and/or customer‑service position, community service, or military service with a focus on asking questions, offering recommendations, and making referrals; preference for experience with a financial institution.
Knowledge, Skills & Abilities:
Proven top performance track record.
Demonstrated sales and/or sales leadership.
Strong verbal and written communication skills.
Proficient in the use of the Internet and Microsoft Office.
Outgoing personality and strong desire to help people.
Proficiency in asking probing questions & making recommendations.
Critical thinking skills in resolving escalated issues or deescalating concerns.
Support branch leadership as needed.
Attain expert user status on credit union systems, applications, products, and services.
Cross‑referrals to all business lines.
Strong communication skills and genuine passion for sales.
Assist members or other staff throughout the shift.
Benefits Competitive pay, 401(k) plan, paid technical and on‑the‑job training, tuition reimbursement, health, dental, vision, and life insurance. Part‑time positions start at a minimum of 30 hours per week.
Work Environment & Requirements Possible lifting up to 50 pounds occasionally. Reasonable accommodations available for individuals with disabilities.
EEO Statement Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position!
VyStar Credit Union Human Resources
#J-18808-Ljbffr