Relationship Specialist I
VyStar Credit Union, Tallahassee, FL, United States
Benefits
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‑time and part‑time employees. Part‑time positions start at a minimum of 30 hours per week.
Job Responsibilities
Use each member interaction, both on the phone and in‑person, to provide unbelievable member experiences—from greeting and welcoming through strengthening and enhancing member relationships with 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 applications.
Explain basics of credit and savings options and effectively refer more complex business products, mortgage solutions, investment options, and insurance.
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 Credit Union initiatives and campaigns.
Exercise sound judgment and discretion while remaining compliant with well‑defined limits and guidelines.
Work with relative independence to accomplish tasks.
Exhibit a high degree of integrity, trustworthiness, and professionalism at all times.
Exude a positive and professional attitude toward members and partners consistently.
Resolve member problems independently, seeking to find ways to a “yes” whenever possible, and escalating more complex concerns.
Embrace VyStar’s Standards of Excellence, Behaviors of Excellence, Being Unbelievable, and the Great 8 Member Service Commitments.
Actively lead by example through community service supporting the VyStar brand.
Utilize excellent verbal and written communication skills.
Use 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.
Job Qualifications Education
High School Diploma/GED is required.
Associate’s degree is preferred.
Experience
Previous experience in a sales and/or customer service position, 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.
Must possess excellent listening, verbal, and written communication skills.
Proficient in the use of the Internet and Microsoft Office.
Must have an outgoing personality and a strong desire to help people.
Must maintain a professional appearance and attitude.
Must be able to handle many tasks in a fast‑paced environment.
Must possess strong critical thinking and decision‑making abilities.
Strong communication skills and a genuine passion for sales are essential for success in this role.
Must stand throughout entire shift to assist members or other staff.
VyStar Excellence Behaviors
Focus: Focus your full attention by carefully listening to and observing your client or member.
Connect: Consistently be friendly and approachable. Demonstrate you care.
Understand: Listen empathetically and ask questions. (70%/30%)
Counsel: Recommend solutions based on your client’s or member’s needs and objectives.
Advance: Ensure that member's expectations were exceeded and verify necessary follow‑up action.
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Job Responsibilities
Use each member interaction, both on the phone and in‑person, to provide unbelievable member experiences—from greeting and welcoming through strengthening and enhancing member relationships with 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 applications.
Explain basics of credit and savings options and effectively refer more complex business products, mortgage solutions, investment options, and insurance.
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 Credit Union initiatives and campaigns.
Exercise sound judgment and discretion while remaining compliant with well‑defined limits and guidelines.
Work with relative independence to accomplish tasks.
Exhibit a high degree of integrity, trustworthiness, and professionalism at all times.
Exude a positive and professional attitude toward members and partners consistently.
Resolve member problems independently, seeking to find ways to a “yes” whenever possible, and escalating more complex concerns.
Embrace VyStar’s Standards of Excellence, Behaviors of Excellence, Being Unbelievable, and the Great 8 Member Service Commitments.
Actively lead by example through community service supporting the VyStar brand.
Utilize excellent verbal and written communication skills.
Use 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.
Job Qualifications Education
High School Diploma/GED is required.
Associate’s degree is preferred.
Experience
Previous experience in a sales and/or customer service position, 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.
Must possess excellent listening, verbal, and written communication skills.
Proficient in the use of the Internet and Microsoft Office.
Must have an outgoing personality and a strong desire to help people.
Must maintain a professional appearance and attitude.
Must be able to handle many tasks in a fast‑paced environment.
Must possess strong critical thinking and decision‑making abilities.
Strong communication skills and a genuine passion for sales are essential for success in this role.
Must stand throughout entire shift to assist members or other staff.
VyStar Excellence Behaviors
Focus: Focus your full attention by carefully listening to and observing your client or member.
Connect: Consistently be friendly and approachable. Demonstrate you care.
Understand: Listen empathetically and ask questions. (70%/30%)
Counsel: Recommend solutions based on your client’s or member’s needs and objectives.
Advance: Ensure that member's expectations were exceeded and verify necessary follow‑up action.
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