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VyStar Credit Union · 2 days ago

Relationship Specialist

Yulee, FL

Full-time

Onsite

New Grad, Entry Level

VyStar Credit Union is a financial institution dedicated to providing exceptional member experiences. The Relationship Specialist will focus on building strong relationships with members, understanding their needs, and effectively promoting VyStar's financial solutions through both in-person and phone interactions.

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

Customer serviceSales experienceCommunication skillsMicrosoft OfficeCritical thinkingListening skillsOutgoing personalityProfessional appearanceDecision-making

Required

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

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