Member Success & Solutions Advisor II

VyStar Credit Union; Jacksonville (FL); On-site; USD 45,000 - 58,000; Full time

Benefits offered by this job

401(k) plan

Tuition reimbursement

Training program

Job summary

VyStar Credit Union in Jacksonville, FL is seeking a Relationship Specialist II to deliver exceptional member experiences and grow consumer and business relationships by offering VyStar solutions. You will handle in-person and phone interactions with professionalism and a strong service mindset.

The role emphasizes educating members about products, cross-selling opportunities, and providing services such as notary, wire transfers, and loan processing while maintaining regulatory compliance and

Qualifications

• High School Diploma or GED is required.
• Associate degree preferred.
• 1-2 years in sales/customer service, preferably with a financial institution.
• Strong communication and sales skills.

Responsibilities

• Deliver unbelievable member experiences during in-person and phone interactions.
• Identify member cues, ask open-ended questions, and grow relationships.
• Explain and position VyStar deposit, loan, and investment solutions.
• Process account transactions, open accounts, and assist with loan applications.
• Refer more complex products and services as needed.
• Support branch initiatives and campaigns with professionalism.

Skills

Top performance

Sales aptitude

Communication skills

Cross-selling

Microsoft Office

Education

High School Diploma/GED

Associate’s degree

Job description

VyStar Credit Union in Jacksonville, FL is seeking a Relationship Specialist II to deliver exceptional member experiences and grow consumer and business relationships by offering VyStar solutions. You will handle in-person and phone interactions with professionalism and a strong service mindset.

The role emphasizes educating members about products, cross-selling opportunities, and providing services such as notary, wire transfers, and loan processing while maintaining regulatory compliance and