Relationship Specialist ; West Jacksonville Cluster

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

This relationship specialist supports multiple branch locations within the following cluster:
Chaffee Pointe, Normandy, Roosevelt (training/primary location), 103rd St.

• Use each member interaction, both by phone and in‑person, to provide an unforgettable member experience, from greeting and welcoming, to strengthening and enhancing relationships through quality conversations and cross‑selling credit union solutions effectively.
• 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 refer more complex business products, mortgage solutions, investment options, and insurance.
• Provide additional services 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 defined limits and guidelines.
• Work independently to accomplish tasks.
• Exhibit integrity, trustworthiness, and professionalism consistently.
• Maintain a positive and professional attitude with members and partners.
• Resolve member problems independently; seek a “yes” whenever possible; escalation of more complex concerns.
• Adopt 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.
• Utilize excellent verbal and written communication skills.
• Use all available relationship‑building and documentation tools to ensure comprehensive follow‑up with members, fostering continued growth through proactive engagement and personalized service.
• Engage proactively with members through outbound calls to understand needs and provide comprehensive solutions related to VyStar 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.

• High School Diploma or GED (required).
• Associate's degree (preferred).

• Previous experience in a sales and/or customer service position, community service, military service, asking questions, offering recommendations and making referrals is preferred, preferably with a financial institution.

• Ability to process accurate transactions and requests.
• Excellent listening, verbal, and written communication skills.
• Proficiency in the use of the Internet and Microsoft Office.
• Outgoing personality with a 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.
• Strong communication skills and genuine passion for sales.
• Ability to stand throughout the entire shift to assist members or staff.

All employees and business units serve as the first line of defense, proactively helping to identify, assess, manage, and report risks within their domain. The organization maintains vigilance to safeguard operations while ensuring compliance with regulatory mandates.