Relationship Specialist II

vystarcu; Jacksonville (FL); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

401(k) Plan

Paid training (technical and on-the‑go

Tuition reimbursement

Job summary

VyStar Credit Union is hiring a Relationship Specialist II in Jacksonville, FL. You will deliver outstanding member experiences in-person and over the phone, identify needs, ask discovery questions, and promote VyStar financial solutions to strengthen consumer and business relationships.

Responsibilities include opening accounts, processing loan applications, and providing referrals to more complex products.

Qualifications

• High School Diploma or GED required; associate's degree preferred.
• 1-2 years' experience in sales or customer service, ideally with a financial institution.
• Experience in asking questions, offering recommendations and referrals is required.

Responsibilities

• Provide unbelievable member experiences in-person and on the phone.
• Identify member cues and ask open-ended questions to grow relationships.
• Position VyStar financial solutions to meet member needs.

Skills

Sales

Customer service

Communication

Cross-selling

Relationship building

Education

High School Diploma/GED

Associate's degree preferred

Job description

At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement--available to all full and part time employees. Part time positions start at a minimum of 30 hours per week.

We encourage you to become a part of VyStar Credit Union's family of employees.

SELECTION PROCESS:

As part of our preliminary recruiting process, we kindly ask candidates to complete an online assessment sent to their email from our third-party vendor, HireVue. To be considered, please complete the assessment within the allotted time. If you don't receive it after applying, check your spam folder. Assessment results are valid for 6 months.

ACCOUNTABILITY STATEMENT

The Relationship Specialist II responsibilities include providing unbelievable member experiences with every member interaction both in-person and on the phone, identifying member cues, asking open-ended discovery questions, and growing consumer and business relationships by identifying member needs and properly positioning VyStar financial solutions. This key relationship building position must be able to describe VyStar Credit Union's value proposition versus competitors and convey the importance of educating and proactively helping members with their financial goals. Demonstrates a strong proficiency in all job functions and can model those for newer employees.

ESSENTIAL RESPONSIBILITIES

• Consistent in using each member interaction both on the phone and in-person to provide unbelievable member experiences from greeting and welcoming, to strengthening and enhancing member relationships through quality conversations and cross-selling credit union solutions effectively.
• Proficient in identifying member cues, asking open-ended discovery questions, and growing consumer and business relationships by identifying member needs.
• Knowledgeable in their understanding of consumer and business deposit, credit, insurance, and investment solutions and able to position them successfully.
• Competent in completing personal and business account transactions, open accounts, and process various types of loan applications.
• Able to explain credit and savings options and effectively refer more complex business products, mortgage solutions, investments options, and insurance.
• Provide additional services to members such as account maintenance, notary, wire transfer, savings bond redemption, safe deposits box services, fraud claims, and credit card disputes with expertise.
• Participate, support, and lead in all Credit Union initiatives and campaigns.
• Exercise sound judgment and discretion while remaining compliant with well-defined limits and guidelines.
• Work with independence to accomplish tasks.
• Exhibit a high degree of integrity, trustworthiness, and professionalism at all times.
• Exude a positive and professional attitude with members and partners consistently.
• Resolve member problems independently, seeking to find ways to a "yes" whenever possible, and escalating when appropriate.
• Exemplify VyStar's Standards of Excellence, Behaviors of Excellence, Being Unbelievable, and the Great 8 Member Service Commitments.
• Lead by example through community service supporting the VyStar brand.
• Demonstrate excellent verbal and written communication skills.
• Manage opening and closing procedures as needed.
• Train and mentor new Relationship Specialists.
• Promote and lead branch initiatives.
• Proactively identify ways to improve employee and member experiences.
• 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.

All employees and business units, as first line of defense, are expected to proactively help identify, assess, manage, and report risks within their domain of work. To enhance a healthy risk culture and support our growth for good pillar, employees will maintain vigilance in safeguarding our operations while ensuring compliance with regulatory mandates. The Risk team serves as the second line of defense by providing risk oversight and credible challenge whereas the Audit team serves as the third line of defense by providing risk assurance.

JOB QUALIFICATIONS

EDUCATION

High School Diploma/GED is required.

Associate's degree is preferred.

EXPERIENCE

1-2 years' experience in a sales and/or customer service position, community service, military service, asking questions, offering recommendations and making referrals is required, preferably with a financial institution.