Member Experience & Solutions Advisor

vystarcu

Jacksonville (FL)

On-site

USD 38,000 - 56,000

Full time

7 days ago
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Benefits offered by this job

401(k) plan
Training program
Tuition reimbursement

Job summary

VyStar Credit Union seeks a Relationship Specialist to deliver exceptional member experiences in person and on the phone. You will identify member needs, build relationships, and position VyStar financial solutions to meet goals.

Responsibilities include handling deposits, loans, and investments while opening accounts and processing transactions. Strong communication and multitasking skills are essential in a fast-paced environment.

Qualifications

  • Must have strong listening and communication skills.
  • Excellent verbal and written communication abilities.
  • Outgoing personality and professional appearance.

Responsibilities

  • Provide unbelievable member experiences in person and over the phone.
  • Identify member needs and cross-sell VyStar solutions.
  • Explain basics of deposits, loans, insurance, and investments.
  • Open accounts and process various loan applications.
  • Maintain comprehensive follow-up with members and proactive engagement.

Skills

Listening skills
Verbal communication
Written communication
Outgoing personality
Professional appearance
multitasking

Education

High school diploma/GED
Associate's degree

Tools

MS Office
Internet proficiency

Job description

VyStar Credit Union seeks a Relationship Specialist to deliver exceptional member experiences in person and on the phone. You will identify member needs, build relationships, and position VyStar financial solutions to meet goals.

Responsibilities include handling deposits, loans, and investments while opening accounts and processing transactions. Strong communication and multitasking skills are essential in a fast-paced environment.

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