Relationship Manager (Orlando Market)

Relationship Manager (Orlando Market)

At VyStar, we offer competitive pay, an excellent benefits package that includes a 401(k) Plan, 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.
Responsibilities

Manage a portfolio of priority members with assets meeting or exceeding program threshold requirements.
Develop and execute comprehensive plans tailored to individual member needs, goals, and risk profiles.
Proactively identify and pursue cross‑selling opportunities across deposit, lending, and investment products.
Conduct regular relationship reviews to assess evolving financial needs and recommend appropriate solutions.
Collaborate with internal specialists, including investment advisors, mortgage officers, and business banking partners.
Monitor portfolio performance metrics including asset growth, revenue generation, member retention, product per member numbers, and satisfaction scores.
Resolve complex member issues and service escalations in a timely and professional manner.
Maintain detailed member profiles and document all interactions in the CRM system.
Lead new member acquisition efforts through networking, referrals, and participation in community and business events.
Develop and maintain extensive knowledge of VyStar products, services, and competitive offerings.
Uphold a strong member experience culture and collaborate with branch teammates and line‑of‑business partners.
Ensure full compliance with operational, risk, security, and audit procedures and appropriate documentation.
Perform other duties and responsibilities as assigned.
Education

High School Diploma or GED is required. Bachelor’s degree preferred.
Licenses & Certifications

NMLS (required or obtainable within 12 months of hire)
Notary (required or obtainable within 12 months)
Active securities licenses (FINRA Series 6 or 7 and 65/66) – preferred or obtainable within 12 months
Active 4-40 Customer Representative License – preferred or obtainable within 12 months
Professional certifications such as CFP, CFA, or CIMA highly desirable
Experience

Minimum 4–6 years of experience in banking, wealth management, or financial services with demonstrated success in consultative selling, portfolio management, and achieving sales targets for consumer and business members.
Knowledge, Skills & Abilities

Comprehensive knowledge of investment products, strategies, and principles.
Advanced understanding of credit analysis, lending processes, and risk assessment methodologies.
Strong interpersonal and communication skills; ability to build rapport with affluent members and business owners.
Excellent presentation and negotiation skills for complex financial discussions.
Analytical thinking and problem‑solving abilities for sophisticated financial needs.
Ability to synthesize complex financial information and communicate recommendations clearly.
Strong organizational and time‑management skills to manage multiple relationships simultaneously.
High emotional intelligence, discretion, and confidentiality.
Self‑motivated with strong business development and networking capabilities.
Ability to work independently while collaborating effectively with internal teams.
Cultural competency and ability to serve diverse populations.
Adaptability to changing market conditions, products, and regulatory requirements.
Effective risk management while protecting credit union assets and reputation.
Commitment to personal growth and development.
Working knowledge of PCs (Windows, Office) and digital technology (mobile, apps, web browsing).
Benefits

Competitive pay
401(k) plan
Paid technical and on‑the‑job training
Tuition reimbursement
Extensive benefit package
Part‑time positions (minimum 30 hours per week)

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