Relationship Specialist

Benefits

At VyStar, we offer competitive pay and an extensive paid technical and on‑the‑job training program. Tuition reimbursement is available to all full‑time and part‑time employees. Part‑time positions begin at a minimum of 30 hours per week.

• Use each member interaction (phone or in‑person) to provide an exceptional experience from greeting and welcoming through strengthening and enhancing member relationships.
• Identify member cues, ask open‑ended discovery questions, and grow consumer and business relationships by uncovering member needs.
• Understand and appropriately position consumer and business deposit, credit, insurance, and investment solutions.
• Handle personal and business account transactions, open accounts, and process various loan applications.
• Explain basic credit and savings options and refer more complex business products, mortgage solutions, investments, and insurance.
• Provide additional services such as 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 a high degree of integrity, trustworthiness, and professionalism.
• Maintain a positive and professional attitude with members and partners consistently.
• Resolve member problems independently, seeking a “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.
• Use all available relationship‑building and documentation tools to ensure comprehensive follow‑up, 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.

• 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 preferred, especially within a financial institution.

• Ability to process accurate transactions and requests.
• Excellent listening, verbal, and written communication skills.
• Proficiency in Microsoft Office and the Internet.
• Outgoing personality with a strong desire to help people.
• Ability to handle many tasks in a fast‑paced environment.
• Strong critical thinking and decision‑making abilities.
• Strong communication skills and a genuine passion for sales.
• May stand throughout the entire shift to assist members or other staff.

• Focus – Pay full attention by carefully listening to and observing clients or members.
• Connect – Be friendly and approachable. Demonstrate care.
• Understand – Listen empathetically and ask questions.
• Counsel – Recommend solutions based on client or member needs and objectives.
• Advance – Ensure member expectations are exceeded and verify necessary follow‑up action.

Nothing in this position description is an implied contract for employment. The functions described herein are subject to change at any time. Reasonable accommodations may be provided to enable individuals with disabilities to perform essential functions.