Relationship Specialist I (Brevard County Cluster)
VyStar Credit Union, Titusville, FL, United States
Benefits
We offer competitive pay and a comprehensive benefits package that includes a 401(k) plan, an extensive paid technical and on‑the‑job training program, tuition reimbursement, and other benefits.
Part‑time positions start at a minimum of 30 hours per week.
Responsibilities
Use each member interaction on the phone and in‑person to provide exceptional member experiences, from greeting and welcoming to strengthening and enhancing member relationships through 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 with members and partners consistently.
Resolve member problems independently, seeking ways to find 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.
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.
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. Verify necessary follow‑up action.
Qualifications
High School Diploma or GED is required.
Associate’s degree is preferred.
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.
Ability to process accurate transactions and requests.
Excellent listening, verbal and written communication skills.
Proficient in the use of the Internet and Microsoft Office.
Outgoing personality and strong desire to help people.
Professional in appearance and attitude.
Ability to handle many tasks in a fast‑paced environment.
Strong critical thinking and decision‑making abilities.
Strong communication skills and passion for sales are essential for success in this role.
May stand throughout entire shift to assist members or other staff.
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We offer competitive pay and a comprehensive benefits package that includes a 401(k) plan, an extensive paid technical and on‑the‑job training program, tuition reimbursement, and other benefits.
Part‑time positions start at a minimum of 30 hours per week.
Responsibilities
Use each member interaction on the phone and in‑person to provide exceptional member experiences, from greeting and welcoming to strengthening and enhancing member relationships through 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 with members and partners consistently.
Resolve member problems independently, seeking ways to find 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.
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.
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. Verify necessary follow‑up action.
Qualifications
High School Diploma or GED is required.
Associate’s degree is preferred.
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.
Ability to process accurate transactions and requests.
Excellent listening, verbal and written communication skills.
Proficient in the use of the Internet and Microsoft Office.
Outgoing personality and strong desire to help people.
Professional in appearance and attitude.
Ability to handle many tasks in a fast‑paced environment.
Strong critical thinking and decision‑making abilities.
Strong communication skills and passion for sales are essential for success in this role.
May stand throughout entire shift to assist members or other staff.
#J-18808-Ljbffr