Member Experience & Financial Solutions Advisor

VyStar Credit Unions; Jacksonville (FL); On-site; USD 34,000 - 48,000; Full time

Benefits offered by this job

401(k) Plan

Tuition reimbursement

Paid training

Job summary

VyStar Credit Union in Jacksonville, FL is hiring a Relationship Specialist to deliver unbelievable member experiences both in person and on the phone. You will identify member needs, ask open-ended questions, and grow relationships by offering VyStar financial solutions.

The role covers deposits, loans, and insurance, with emphasis on clear, compliant communication and timely follow-up. Join a team that values integrity, professionalism, and proactive service.

Qualifications

• Experience in sales or customer service preferred, preferably at a financial institution.
• Strong listening and communication skills, both oral and written.
• Able to manage multiple tasks in a fast-paced environment.

Responsibilities

• Provide unbelievable member experiences in person and on the phone.
• Identify member needs, ask questions, and refer VyStar solutions.
• Process deposits, loans, and other member requests accurately.
• Explain credit, savings, and insurance options and upsell when appropriate.
• Maintain professional appearance and follow risk and compliance guidelines.

Skills

Listening skills

Verbal communication

Written communication

Sales mindset

Customer service orientation

Multitasking

Critical thinking

Decision making

Education

High school diploma/GED

Associate’s degree preferred

Tools

Internet

Microsoft Office

Job description

VyStar Credit Union in Jacksonville, FL is hiring a Relationship Specialist to deliver unbelievable member experiences both in person and on the phone. You will identify member needs, ask open-ended questions, and grow relationships by offering VyStar financial solutions.

The role covers deposits, loans, and insurance, with emphasis on clear, compliant communication and timely follow-up. Join a team that values integrity, professionalism, and proactive service.