Relationship Specialist
VyStar Credit Union, Neptune Beach, FL, United States
At VyStar, we offer competitive pay and an excellent benefit package, including a 401(k) plan, extensive paid technical and on‑the‑job training, and tuition reimbursement available to all full‑ and part‑time employees. Part‑time positions start at a minimum of 30 hours per week.
Selection Process As part of our preliminary recruiting process, candidates are asked to complete an online assessment sent to their email by third‑party vendor HireVue. Assessment results are valid for 6 months.
Accountability Statement The Relationship Specialist I responsibilities include providing unparalleled member experiences in every interaction, identifying member cues, asking open‑ended discovery questions, and growing consumer and business relationships by pinpointing member needs and positioning VyStar financial solutions. The role must 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 (phone and in‑person) to deliver unforgettable experiences by greeting, welcoming, and enhancing member relationships through quality conversations and cross‑selling credit union solutions.
Identify member cues, ask open‑ended discovery questions, and grow consumer and business relationships by pinpointing 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 products, including mortgage solutions, investments, and insurance.
Provide additional services 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 independently to accomplish tasks.
Exhibit a high degree of integrity, trustworthiness, and professionalism.
Maintain a positive, professional attitude with members and partners.
Resolve member problems independently, seeking 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.
Leverage relationship‑building tools to ensure comprehensive follow‑up and 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, resulting in booked sales.
Address and overcome objections effectively while educating members about the wide array of offerings.
Perform other duties as assigned.
Job Qualifications
High School Diploma/GED required; Associate’s degree preferred.
Previous experience in sales, customer service, community service, military service, or a financial institution is preferred.
Ability to process accurate transactions and requests.
Excellent listening, verbal, and written communication skills.
Proficiency with the Internet and Microsoft Office.
Outgoing personality and strong desire to help people.
Professional appearance and attitude.
Ability to handle many tasks in a fast‑paced environment.
Strong critical thinking and decision‑making abilities.
Passion for sales.
Ability to stand during entire shift to assist members or staff.
Additional Job Description (VyStar Excellence Behaviors)
Focus – Give full attention by listening and observing members.
Connect – Be friendly, approachable, and demonstrate care.
Understand – Listen empathetically and ask questions.
Counsel – Recommend solutions based on members’ needs and objectives.
Advance – Exceed members’ expectations and verify necessary follow‑up actions.
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Selection Process As part of our preliminary recruiting process, candidates are asked to complete an online assessment sent to their email by third‑party vendor HireVue. Assessment results are valid for 6 months.
Accountability Statement The Relationship Specialist I responsibilities include providing unparalleled member experiences in every interaction, identifying member cues, asking open‑ended discovery questions, and growing consumer and business relationships by pinpointing member needs and positioning VyStar financial solutions. The role must 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 (phone and in‑person) to deliver unforgettable experiences by greeting, welcoming, and enhancing member relationships through quality conversations and cross‑selling credit union solutions.
Identify member cues, ask open‑ended discovery questions, and grow consumer and business relationships by pinpointing 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 products, including mortgage solutions, investments, and insurance.
Provide additional services 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 independently to accomplish tasks.
Exhibit a high degree of integrity, trustworthiness, and professionalism.
Maintain a positive, professional attitude with members and partners.
Resolve member problems independently, seeking 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.
Leverage relationship‑building tools to ensure comprehensive follow‑up and 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, resulting in booked sales.
Address and overcome objections effectively while educating members about the wide array of offerings.
Perform other duties as assigned.
Job Qualifications
High School Diploma/GED required; Associate’s degree preferred.
Previous experience in sales, customer service, community service, military service, or a financial institution is preferred.
Ability to process accurate transactions and requests.
Excellent listening, verbal, and written communication skills.
Proficiency with the Internet and Microsoft Office.
Outgoing personality and strong desire to help people.
Professional appearance and attitude.
Ability to handle many tasks in a fast‑paced environment.
Strong critical thinking and decision‑making abilities.
Passion for sales.
Ability to stand during entire shift to assist members or staff.
Additional Job Description (VyStar Excellence Behaviors)
Focus – Give full attention by listening and observing members.
Connect – Be friendly, approachable, and demonstrate care.
Understand – Listen empathetically and ask questions.
Counsel – Recommend solutions based on members’ needs and objectives.
Advance – Exceed members’ expectations and verify necessary follow‑up actions.
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