Member Experience & Financial Solutions Advisor

VyStar Credit Union; Middleburg (FL); On-site; USD 38,000 - 54,000; Full time

Benefits offered by this job

401(k) Plan

Tuition reimbursement

Training program

Job summary

VyStar Credit Union in Florida invites applications for a Relationship Specialist I. You will deliver exceptional member experiences both in person and by phone, discover needs, and offer VyStar solutions across deposits, loans, and investments.

The role emphasizes outbound engagement, accurate transactions, and a strong client focus in a fast-paced environment, with comprehensive training and career growth opportunities.

Qualifications

• High School Diploma or GED is required.
• Associate’s degree is preferred.
• Previous sales or customer service experience, ideally with a financial institution.

Responsibilities

• Provide unbelievable member experiences in-person and over the phone.
• Identify member needs and cross-sell VyStar solutions.
• Position deposits, credit, insurance, and investments appropriately.
• Handle account transactions and process loan applications.
• Explain credit and savings basics and refer complex products.

Skills

Active listening

Verbal & written communications

Sales aptitude

Customer service

Problem solving

Education

High School Diploma/GED

Associate’s degree

Tools

Microsoft Office

Internet

Job description

VyStar Credit Union in Florida invites applications for a Relationship Specialist I. You will deliver exceptional member experiences both in person and by phone, discover needs, and offer VyStar solutions across deposits, loans, and investments.

The role emphasizes outbound engagement, accurate transactions, and a strong client focus in a fast-paced environment, with comprehensive training and career growth opportunities.