Member Experience & Solutions Advisor

VyStar Credit Union; Winter Park (FL); On-site; USD 36,000 - 48,000; Full time

Job summary

VyStar Credit Union is seeking a Relationship Specialist I to deliver exceptional member experiences, both in person and by phone. You will identify member needs, ask questions, and grow relationships by offering appropriate VyStar solutions.

The role emphasizes high-quality service, accuracy in transactions, and proactive engagement to meet members' financial goals. Training provided, with potential career growth within VyStar.

Qualifications

• High School Diploma or GED required; Associate’s degree preferred.
• Previous sales or customer service experience preferred, especially in financial institutions.

Responsibilities

• Provide excellent member experiences in person and over the phone.
• Identify member needs and cross-sell VyStar solutions.
• Process transactions, open accounts, and handle loan applications.
• Explain credit and savings options and refer complex products as needed.
• Assist with account maintenance, notary, wire transfers, and fraud claims.

Skills

Listening skills

Verbal communication

Written communication

Sales skills

Customer service

Education

High School Diploma/GED

Associate’s degree

Tools

Microsoft Office

Internet

Job description

VyStar Credit Union is seeking a Relationship Specialist I to deliver exceptional member experiences, both in person and by phone. You will identify member needs, ask questions, and grow relationships by offering appropriate VyStar solutions.

The role emphasizes high-quality service, accuracy in transactions, and proactive engagement to meet members' financial goals. Training provided, with potential career growth within VyStar.