Overview
At VyStar, we offer competitive pay and a comprehensive benefits package that includes a 401(k) plan, extensive paid technical and on-the-job training, and tuition reimbursement for all full- and part-time employees. Part-time positions start at a minimum of 30 hours per week. We invite you to become part of VyStar Credit Union's family of employees.
Selection Process As part of our preliminary recruiting process, candidates may be asked 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 is responsible for delivering exceptional member experiences in person and over the phone, identifying member cues, asking open-ended discovery questions, and growing consumer and business relationships by identifying member needs and appropriately positioning VyStar financial solutions. This role requires the ability to articulate VyStar’s value proposition versus competitors and to educate and proactively assist members with their financial goals.
Essential Responsibilities
Provide exceptional member experiences during every interaction, from greeting and welcoming to strengthening relationships through quality conversations and cross-selling VyStar solutions.
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 applications.
Explain basics of credit and savings options and refer more complex business products, mortgage solutions, investments, and insurance as appropriate.
Provide additional services to members such as account maintenance, notary, wire transfer, savings bond redemption, safe deposit box services, fraud claims, and credit card disputes.
Support and participate in all VyStar initiatives and campaigns.
Exercise sound judgment and discretion while complying with defined limits and guidelines.
Work with relative independence to accomplish tasks.
Demonstrate integrity, trustworthiness, and professionalism consistently.
Maintain a positive and professional attitude with members and partners.
Resolve member problems independently, seek to say “yes” where possible, and escalate more complex concerns as needed.
Adhere to VyStar’s Standards of Excellence and Member Service Commitments.
Lead by example through community service supporting the VyStar brand.
Use excellent verbal and written communication skills.
Utilize relationship-building and documentation tools to ensure thorough follow-up and ongoing growth in member relationships through proactive engagement and personalized service.
Engage proactively with members through outbound calls to understand needs and provide comprehensive solutions, resulting in booked sales.
Address and overcome objections while educating members about VyStar’s offerings.
Perform other duties as assigned.
All employees are encouraged to identify, assess, manage, and report risks within their domain to support a healthy risk culture and regulatory compliance.
Qualifications Education
High School Diploma/GED is required.
Associate’s degree is preferred.
Experience
Previous experience in a sales and/or customer service role, community service, military service, asking questions, offering recommendations, and making referrals is preferred, preferably with a financial institution.
Knowledge, Skills & Abilities
Ability to process accurate transactions and requests.
Excellent listening, verbal, and written communication skills.
Proficient in Internet use and Microsoft Office.
Outgoing personality with a strong desire to help people.
Professional appearance and demeanor.
Ability to handle many tasks in a fast-paced environment.
Strong critical thinking and decision-making abilities.
Strong communication skills and a genuine passion for sales.
May stand throughout the shift to assist members or staff.
Disclaimers and Work Environment Nothing in this position description is an implied contract for employment. The description is intended to be an accurate account of essential functions and is subject to change at any time by management. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. May exert up to 20 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull, or move objects as required.
Additional Job Description Incumbent is expected to demonstrate VyStar Excellence behaviors in performing duties, including:
Focus: Listen carefully to and observe clients or members.
Connect: Be friendly and approachable; demonstrate care.
Understand: Listen empathetically and ask questions.
Counsel: Recommend solutions based on client’s needs and objectives.
Advance: Ensure that member expectations are exceeded and verify follow-up action.
VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to VyStar personnel without a valid written search agreement will be considered the property of VyStar. No placement fee will be paid for referrals or other means. Thank you for your inquiry regarding our current job opening. Your resume will be reviewed against the position requirements, and you will be contacted if your experience and skills match. Thank you for your interest in this position!
VyStar Credit Union Human Resources
#J-18808-Ljbffr
Selection Process As part of our preliminary recruiting process, candidates may be asked 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 is responsible for delivering exceptional member experiences in person and over the phone, identifying member cues, asking open-ended discovery questions, and growing consumer and business relationships by identifying member needs and appropriately positioning VyStar financial solutions. This role requires the ability to articulate VyStar’s value proposition versus competitors and to educate and proactively assist members with their financial goals.
Essential Responsibilities
Provide exceptional member experiences during every interaction, from greeting and welcoming to strengthening relationships through quality conversations and cross-selling VyStar solutions.
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 applications.
Explain basics of credit and savings options and refer more complex business products, mortgage solutions, investments, and insurance as appropriate.
Provide additional services to members such as account maintenance, notary, wire transfer, savings bond redemption, safe deposit box services, fraud claims, and credit card disputes.
Support and participate in all VyStar initiatives and campaigns.
Exercise sound judgment and discretion while complying with defined limits and guidelines.
Work with relative independence to accomplish tasks.
Demonstrate integrity, trustworthiness, and professionalism consistently.
Maintain a positive and professional attitude with members and partners.
Resolve member problems independently, seek to say “yes” where possible, and escalate more complex concerns as needed.
Adhere to VyStar’s Standards of Excellence and Member Service Commitments.
Lead by example through community service supporting the VyStar brand.
Use excellent verbal and written communication skills.
Utilize relationship-building and documentation tools to ensure thorough follow-up and ongoing growth in member relationships through proactive engagement and personalized service.
Engage proactively with members through outbound calls to understand needs and provide comprehensive solutions, resulting in booked sales.
Address and overcome objections while educating members about VyStar’s offerings.
Perform other duties as assigned.
All employees are encouraged to identify, assess, manage, and report risks within their domain to support a healthy risk culture and regulatory compliance.
Qualifications Education
High School Diploma/GED is required.
Associate’s degree is preferred.
Experience
Previous experience in a sales and/or customer service role, community service, military service, asking questions, offering recommendations, and making referrals is preferred, preferably with a financial institution.
Knowledge, Skills & Abilities
Ability to process accurate transactions and requests.
Excellent listening, verbal, and written communication skills.
Proficient in Internet use and Microsoft Office.
Outgoing personality with a strong desire to help people.
Professional appearance and demeanor.
Ability to handle many tasks in a fast-paced environment.
Strong critical thinking and decision-making abilities.
Strong communication skills and a genuine passion for sales.
May stand throughout the shift to assist members or staff.
Disclaimers and Work Environment Nothing in this position description is an implied contract for employment. The description is intended to be an accurate account of essential functions and is subject to change at any time by management. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. May exert up to 20 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull, or move objects as required.
Additional Job Description Incumbent is expected to demonstrate VyStar Excellence behaviors in performing duties, including:
Focus: Listen carefully to and observe clients or members.
Connect: Be friendly and approachable; demonstrate care.
Understand: Listen empathetically and ask questions.
Counsel: Recommend solutions based on client’s needs and objectives.
Advance: Ensure that member expectations are exceeded and verify follow-up action.
VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to VyStar personnel without a valid written search agreement will be considered the property of VyStar. No placement fee will be paid for referrals or other means. Thank you for your inquiry regarding our current job opening. Your resume will be reviewed against the position requirements, and you will be contacted if your experience and skills match. Thank you for your interest in this position!
VyStar Credit Union Human Resources
#J-18808-Ljbffr