VyStar Credit Union · 5 months ago
Bilingual Relationship Specialist I (Location: Winter Park, FL)
Winter Park, FL
Full-time
Onsite
New Grad, Entry LevelVyStar Credit Union is a financial institution that focuses on providing exceptional member experiences. The Bilingual Relationship Specialist I role is responsible for engaging with members to identify their needs and offer appropriate financial solutions, while also building and maintaining strong relationships.
AppsBankingFinanceMortgage
Responsibilities
Use each member interaction both on the phone and in-person to provide unbelievable 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, investments options, and insurance
Provide additional services to members such as account maintenance, notary, wire transfer, savings bond redemption, safe deposits 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 always
Exude a positive and professional attitude with 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
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
Qualification
Required
Must be fluent in English and Spanish
High School Diploma/GED is required
Ability to process accurate transactions and requests
Must possess and utilize excellent listening skills, verbal, and written communications skills
Proficient in the use of the Internet and Microsoft Office
Must have an outgoing personality and a strong desire to help people
Must be professional in 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
May stand throughout entire shift in order to assist members or other staff
Preferred
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
Benefits
401(k) Plan
Extensive paid technical and on-the-job training program
Tuition reimbursement
Company
VyStar Credit Union
VyStar Credit Union offers low loan rates and low- or no-fee financial services.
Founded in 1952
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$200M2022-04-06Debt Financing· $200M
Leadership Team
Casey Callinsky
SVP, Strategic Initiatives
Recent News
2025-12-15
2025-12-10
Company data provided by crunchbase