Member Experience & Solutions Advisor

VyStar Credit Union

United States

On-site

USD 40,000 - 60,000

Full time

9 days ago
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Benefits offered by this job

401(k) Plan
Tuition Reimbursement
On-the-job Training

Job summary

VyStar Credit Union is seeking a Relationship Specialist to deliver outstanding member experiences in-person and over the phone. You will build consumer and business relationships by identifying needs and recommending VyStar solutions across deposits, loans, insurance, and investments.

The role requires strong communication, an outgoing demeanor, and the ability to manage multiple tasks in a fast-paced environment while maintaining compliance and integrity.

Qualifications

  • High school diploma or GED required.
  • Associate's degree preferred.
  • Experience in sales or customer service, preferably with a financial institution.
  • Strong listening and communication skills; proficient with the Internet.

Responsibilities

  • Provide unbelievable member experiences in-person and by phone.
  • Identify member needs and cross-sell VyStar solutions.
  • Explain deposits, credit, insurance, and investment options.
  • Handle account transactions, open accounts, and process loan applications.
  • Assist with notary, wire transfers, and other member services.
  • Maintain compliance and risk awareness.

Skills

Active listening
Verbal & written communication
Outgoing personality
Sales aptitude
Critical thinking
Decision making
Customer service mindset
Time management

Education

High school diploma/GED
Associate's degree (preferred)

Tools

Microsoft Office

Job description

VyStar Credit Union is seeking a Relationship Specialist to deliver outstanding member experiences in-person and over the phone. You will build consumer and business relationships by identifying needs and recommending VyStar solutions across deposits, loans, insurance, and investments.

The role requires strong communication, an outgoing demeanor, and the ability to manage multiple tasks in a fast-paced environment while maintaining compliance and integrity.

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