Member Experience & Financial Solutions Advisor

VyStar Credit Union; Town of Texas (WI); On-site; USD 37,000 - 55,000; Full time

Benefits offered by this job

401(k) plan

Training program

Tuition reimbursement

Job summary

VyStar Credit Union is seeking a Relationship Specialist I to deliver exceptional member service and to grow consumer and business memberships, deposits, loans, and investment balances in alignment with VyStar’s strategic plans.

The role requires the ability to describe VyStar’s value proposition and to educate and assist members with their financial goals. Strong communication and collaborative skills are essential in a fast-paced environment.

Qualifications

• 1+ years’ experience in a sales and/or customer service position, preferably with a financial institution.
• Ability to process accurate transactions and requests.
• Must possess and utilize excellent listening skills, verbal and written communications skills.

Responsibilities

• Build relationships with members to grow deposits, loans, and memberships.
• Present products and services with professional and informed recommendations.
• Open and service various accounts and explain disclosures and requirements.
• Process transactions accurately and in compliance with laws and credit union policies.
• Provide notary, wire transfers, and other member services as needed.

Skills

Sales & customer service

Communication

Active listening

Microsoft Office

Problem solving

Education

Associates degree preferred

Equivalent experience may substitute

Tools

Internet

Microsoft Office

Job description

VyStar Credit Union is seeking a Relationship Specialist I to deliver exceptional member service and to grow consumer and business memberships, deposits, loans, and investment balances in alignment with VyStar’s strategic plans.

The role requires the ability to describe VyStar’s value proposition and to educate and assist members with their financial goals. Strong communication and collaborative skills are essential in a fast-paced environment.