Relationship Specialist
Listed on 2026-09-14
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Finance & Banking
Bank Customer Service, Banking Operations, Banking & Finance
Location: Callahan
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, Hire Vue. 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 STATEMENTThe Relationship Specialist I's responsibility is to provide an exceptional member experience and to grow new consumer and business memberships as well as deposit, loan and investment balances along with insurance and other protection products in alignment with the strategic plans of the credit union. This key relationship building position must be able to precisely describe VyStar Credit Union's value proposition versus competitors and convey the importance of educating and proactively helping members with their financial goals.
ESSENTIAL JOB FUNCTIONS:- Ability to effectively have quality conversations with members and potential members, ask questions, listen carefully and make the appropriate product and service recommendations.
- Present products and services in a positive, professional and knowledgeable manner, so members can make informed and best decisions.
- Uses each member interaction to strengthen and enhance the member experience through continued quality conversations and relationship building.
- Performs and documents transactions in accordance with applicable federal, state and local statutes and regulations.
- Abides by VyStar policies and procedures.
- Provides regulatory disclosures and information on new and other specific types of accounts, products, services and referrals.
- Opens various types of accounts, including but not limited to: checking and savings (personal and business), money market, certificates of deposit, trust and IRA accounts.
- Verifies personal identification to prevent fraudulent activity.
- Responsible for handling personal and business account transactions, including but not limited to deposits, transfers, withdrawals, credit card cash advances, etc.
- Processes various types of loan applications, including but not limited to Auto VIPs, credit cards and lines of credit.
- Ability to effectively offer more complex loan products.
- Has a basic understanding of credit reports and ability to have quality lending conversations with members.
- Provides additional services to members including but not limited to: notary service, wire transfers, savings bond redemptions, safe deposit box services, gift cards, fraud and forgery claims, credit and debit card disputes, etc.
- Ensures the success of other key departments through referrals, including but not limited to Mortgage, Business Services, Insurance, and Investment Services.
- Exercises great judgment and discretion within well-defined limits and works with relative independence to accomplish tasks.
- Performs routine account maintenance and changes to names, addresses, telephone numbers, and issuing or reordering debit, credit or replacement ATM cards.
- Performs other duties as assigned in assisting the branch with daily business such as: balancing of the ATMs, branch opening and/or closing, locating teller outages, etc.
- Resolves member problems independently and escalates more complex concerns.
- Responsible for check proofing, validating checks received each day, and remain compliant with all VyStar…
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