Relationship Specialist I

VyStar Credit Unions; DeLand (FL); On-site; USD 20,664 - 27,552; Part time

Benefits offered by this job

Competitive pay

401(k) plan

Paid training programs

Tuition reimbursement

Job summary

VyStar Credit Unions in DeLand, Florida, is seeking a dedicated member service representative to enhance member relationships and provide quality financial solutions through excellent communication and sales skills.

The role requires a high school diploma or GED, with a preference for an associate’s degree, and previous customer service experience. Join a team committed to superior member service and community involvement.

Qualifications

• High School Diploma/GED required; Associate’s degree preferred.
• Previous experience in sales, customer service, or community service preferred.
• Ability to process accurate transactions and requests.

Responsibilities

• Provide member experiences through quality conversations.
• Identify member needs and offer solutions.
• Handle personal and business account transactions.

Skills

Excellent listening skills

Verbal communication

Written communication

Proficiency with Microsoft Office

Sales ability

Education

High School Diploma/GED

Associate’s degree

Job description

Benefits

• Competitive pay
• 401(k) plan
• Paid technical and on‑the‑job training program
• Tuition reimbursement available to all full‑time and part‑time employees
• Part‑time positions start at a minimum of 30 hours per week

VyStar encourages you to become a part of its family of employees.

Essential Responsibilities

• Use each member interaction on the phone and in‑person to provide member experiences from greeting, welcoming, to strengthening and enhancing relationships through quality conversations and cross‑selling credit union solutions.
• Identify member cues, ask open‑ended discovery questions, and grow consumer and business relationships by identifying member needs.
• Understand and position consumer and business deposit, credit, insurance, and investment solutions appropriately.
• Handle personal and business account transactions, open accounts, and process various types of loan applications.
• Explain basics of credit and savings options and effectively refer more complex business products, mortgage solutions, investment options, and insurance.
• Provide additional services to members such as account maintenance, notary, wire transfer, savings bond redemption, safe deposit box services, fraud claims, and credit card disputes.
• Support and participate in all Credit Union initiatives and campaigns.
• Exercise sound judgment and discretion while remaining compliant with well‑defined limits and guidelines.
• Work with relative independence to accomplish tasks.
• Exhibit a high degree of integrity, trustworthiness, and professionalism always.
• Exude a positive and professional attitude with members and partners consistently.
• Resolve member problems independently, seeking ways to say “yes” whenever possible, and escalating more complex concerns.
• Embrace VyStar’s Standards of Excellence, Behaviors of Excellence, Being Unbelievable, and the Great 8 Member Service Commitments.
• Actively lead by example through community service supporting the VyStar brand.
• Utilize excellent verbal and written communication skills.
• Utilize all available relationship‑building and documentation tools to ensure comprehensive follow‑up with members, fostering continued growth in member relationships through proactive engagement and personalized service.
• Engage proactively with members through outbound calls to understand needs and provide comprehensive solutions related to VyStar Credit Union’s products and services, resulting in booked sales.
• Address and overcome objections effectively while educating members about the wide array of offerings available.
• Perform other duties as assigned.

Job Qualifications

• Education: High School Diploma/GED required; Associate’s degree preferred.
• Experience: Previous experience in sales and/or customer service, community service, military service, asking questions, offering recommendations and making referrals is preferred, preferably with a financial institution.
• Knowledge, Skills & Abilities: Ability to process accurate transactions and requests; excellent listening, verbal, and written communication skills; proficiency with the Internet and Microsoft Office; outgoing personality and strong desire to help people; professional appearance and attitude; ability to handle many tasks in a fast‑paced environment; strong critical thinking and decision‑making abilities; genuine passion for sales.

Additional Job Description

• Focus – focus your full attention by carefully listening to and observing your client or member.
• Connect – consistently be friendly and approachable; demonstrate you care.
• Understand – listen empathetically and ask questions (70%/30%).
• Counsel – recommend solutions based on your client’s or member’s needs and objectives.
• Advance – ensure that member’s expectations were exceeded and verify necessary follow‑up action.