Relationship Specialist ; Metro Orlando Cluster

Relationship Specialist I

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.

• Completely flexible to commute to any branch within the assigned cluster:
  Altamonte Springs, Winter Park, Oviedo, Downtown Orlando.
• Use each member interaction (phone and in‑person) to provide unforgettable member experiences from greeting and welcoming to strengthening and enhancing member 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 effectively 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 well‑defined limits and guidelines.
• Work with relative independence to accomplish tasks.
• Exhibit a high degree of integrity, trustworthiness, professionalism, a positive and professional attitude, and consistently embrace VyStar’s Standards of Excellence.
• Resolve member problems independently, seeking to find ways to a "yes" whenever possible, escalating more complex concerns.
• 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, resulting in booked sales.
• Address and overcome objections, effectively educating members about the wide array of offerings available.
• Perform other duties as assigned.

High School Diploma/GED required. Associate’s degree preferred.

Previous experience in a sales and/or customer service position, community service, military service, or 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 and a strong desire to help people.
• Professional in appearance and attitude.
• 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 entire shift to assist members or other staff.

Nothing in this position description is an implied contract for employment. The job functions are subject to change at any time by management. Reasonable accommodations can be made to enable individuals with disabilities to perform the essential functions. The work environment may involve occasional lifting of up to 20 pounds.

• Focus:
  Provide full attention by carefully listening to and observing the client or member.
• Connect:
  Be friendly and approachable; demonstrate you care.
• Understand:
  Listen empathetically and ask questions.
• Counsel:
  Recommend solutions based on the client’s needs and objectives.
• Advance:
  Ensure the member’s expectations are exceeded and verify necessary follow‑up action.