Relationship Advisor I: Financial Wellness Coach

VyStar Credit Unions; Callahan (FL); On-site; USD 38,000 - 52,000; Full time

Job summary

VyStar Credit Union seeks a Relationship Specialist I to deliver exceptional member experiences and grow new consumer and business memberships. You will handle deposits, loans, and various accounts while explaining VyStar's value and guiding members to suitable products and services.

The role requires strong communication, accurate transaction handling, and a proactive approach to referrals across departments to support overall member goals.

Qualifications

• 1+ years' experience in a sales and/or customer service position, preferably with a financial institution.
• Ability to process accurate transactions and requests.
• Excellent listening, verbal and written communication skills.
• Proficient in Internet usage and Microsoft Office applications.

Responsibilities

• Provide exceptional member experiences and grow memberships, deposits, and loan balances.
• Describe VyStar's value proposition and educate members on products and services.
• Open and service various account types (checking, savings, CDs, IRA).
• Process loan applications and offer complex loan products when appropriate.
• Handle notary, wire transfers, gift cards, and other member services.
• Balance teller duties and assist branches as needed.

Skills

Sales experience

Customer service

Listening skills

Communication skills

Outgoing personality

Education

Associate degree preferred

Tools

Microsoft Office

Internet

Job description

VyStar Credit Union seeks a Relationship Specialist I to deliver exceptional member experiences and grow new consumer and business memberships. You will handle deposits, loans, and various accounts while explaining VyStar's value and guiding members to suitable products and services.

The role requires strong communication, accurate transaction handling, and a proactive approach to referrals across departments to support overall member goals.