Talent.com
Relationship Specialist I (North Orlando Cluster)
Relationship Specialist I (North Orlando Cluster)VyStar Credit Union • Sanford, FL, US
Relationship Specialist I (North Orlando Cluster)

Relationship Specialist I (North Orlando Cluster)

VyStar Credit Union • Sanford, FL, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.part_time]
[job_card.job_description]

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. 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.

The Relationship Specialist I 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.

The candidate must be flexible to commute to any branch within their assigned cluster : Deland, Orange City, Sanford, Lake Mary.

Essential Responsibilities

  • Use 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.
  • 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, 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.
  • 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, and professionalism always.
  • 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 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.
  • 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

  • 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.

    • Knowledge, Skills & Abilities

  • Ability to process accurate transactions and requests.
  • Must possess and utilize excellent listening skills, verbal, and written communications skills.
  • Proficient in the use of the Internet and Microsoft Office.
  • Must have an outgoing personality and a strong desire to help people.
  • Must be professional in appearance and attitude.
  • Must be able to handle many tasks in a fast-paced environment.
  • Must possess strong critical thinking and decision-making abilities.
  • Strong communication skills and a genuine passion for sales are essential for success in this role.
  • May stand throughout entire shift in order to assist members or other staff.

    • Disclaimers and Work Environment

    Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management.

    The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    As required or requested, may exert up to 20 pounds of force occasionally and / or a negligible amount of force constantly to lift, carry, push, pull or otherwise move objects.

    Additional Job Description

    Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job.

  • Focus your full attention by carefully listening to and observing your client or member.
  • Connect Consistently be friendly and approachable. Demonstrate you care.
  • Understand Listen empathetically and ask questions. (70% / 30%)
  • Counsel Recommend solutions based on your client's or member's needs and objectives.
  • Advance Ensure that member's expectations were exceeded. Verify necessary follow-up action.
    • [job_alerts.create_a_job]

    Relationship Specialist • Sanford, FL, US

    [internal_linking.related_jobs]
    Relationship Banker Dover Shores Orlando, FL

    Relationship Banker Dover Shores Orlando, FL

    JPMorganChase • Orlando, Florida, USA
    [job_card.full_time]
    At Chase we are passionate about creating memorable experiences for our clients and employees making them feel welcomed valued and understood. We build lasting relationships by doing the right thing...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Relationship Manager

    Relationship Manager

    Thrive • Orlando, Florida, US
    [job_card.full_time]
    [filters_job_card.quick_apply]
    We are looking for Sales Professional located in : .The primary function of the Relationship Manager / Sales Rep is to grow, create, and increase revenue and number of merchants within an assigned te...[show_more]
    [last_updated.last_updated_30]
    Relationship Manager III C&IB

    Relationship Manager III C&IB

    PNC Bank • Orlando, Florida, USA
    [job_card.full_time] +1
    At PNC our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers. We work together each day t...[show_more]
    [last_updated.last_updated_less] • [promoted] • [new]
    Territory Sales Manager - Orlando, FL

    Territory Sales Manager - Orlando, FL

    Anastasia Beverly Hills LLC • Orlando, FL, US
    [job_card.permanent]
    The Territory Sales Manager is primarily responsible for achieving retail sales goals and staying within allocated spending budgets in an assigned territory. In this role you will work as a brand am...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Loan Resolution Specialist

    Loan Resolution Specialist

    VirtualVocations • Orlando, Florida, United States
    [job_card.full_time]
    A company is looking for a Loan Resolution Specialist II.Key Responsibilities Contact responsible parties on loans to determine the cause of delinquency Assist in developing plans to reinstate m...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Treasury Relationship Manager

    Treasury Relationship Manager

    VirtualVocations • Orlando, Florida, United States
    [job_card.full_time]
    A company is looking for a VP, Treasury Relationship Manager.Key Responsibilities Drive sales execution for the Commercial Bank, ensuring customer needs are met and sales targets achieved Overse...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Maine Licensed Relationship Manager

    Maine Licensed Relationship Manager

    VirtualVocations • Orlando, Florida, United States
    [job_card.full_time]
    A company is looking for a Relationship Manager to deliver wealth management services and support client relationships.Key Responsibilities Support the lead Financial Advisor / Partner with operati...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Home Retention Outreach Specialist

    Home Retention Outreach Specialist

    VirtualVocations • Orlando, Florida, United States
    [job_card.full_time]
    A company is looking for a Home Retention Outreach Specialist to assist borrowers in resolving financial issues related to home ownership. Key Responsibilities Initiates contact with borrowers to ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate Transaction Manager

    Associate Transaction Manager

    VirtualVocations • Orlando, Florida, United States
    [job_card.full_time]
    A company is looking for an Associate Transaction Manager.Key Responsibilities Maintain pipelines and manage client rebuttals and exceptions reporting Collaborate with Transaction Manager to dev...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Comm'l Banking Relationship Manager - Orlando, FL

    Comm'l Banking Relationship Manager - Orlando, FL

    Valley National Bancorp • Orlando, FL, US
    [job_card.full_time]
    Responsibilities include but are not limited to : .Business development with a focus on acquisition of new clients and expanding relationships with existing clients. Respond quickly and effectively on...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Specialist - Mens Shoes, Full Time - Orlando

    Client Specialist - Mens Shoes, Full Time - Orlando

    Bloomingdale's • Orlando, FL, US
    [job_card.full_time]
    Day-1 Medical, Dental, Vision Benefits for eligible colleagues.Flexible Holiday Time-Off & Flexible Scheduling.Instant access to earned wages with. Enhanced benefits : pet, home & auto insura...[show_more]
    [last_updated.last_updated_30] • [promoted]
    AR Specialist II

    AR Specialist II

    VirtualVocations • Orlando, Florida, United States
    [job_card.full_time]
    A company is looking for an AR Specialist II - REMOTE.Key Responsibilities Contact insurance companies to secure outstanding payments and resolve claim rejections Monitor changes in reimbursemen...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Network Relations Specialist

    Network Relations Specialist

    VirtualVocations • Orlando, Florida, United States
    [job_card.full_time]
    A company is looking for a Network Relations II.Key Responsibilities Assist in implementing medical providers and verifying provider documentation Review credentials of prospective providers and...[show_more]
    [last_updated.last_updated_30] • [promoted]
    EM Locums in Florida near Orlando

    EM Locums in Florida near Orlando

    HealthEcareers - Client • Orlando, FL, USA
    [job_card.full_time]
    EM Locums in Florida near Orlando.All Star Healthcare Solutions benefits.Dedicated, specialty‐specific consultants.Paid and coordinated travel services. Founded in 2003, All Star has grown into a fu...[show_more]
    [last_updated.last_updated_30] • [promoted]
    California Licensed Mortgage Sales Manager

    California Licensed Mortgage Sales Manager

    VirtualVocations • Orlando, Florida, United States
    [job_card.full_time]
    A company is looking for a Mortgage Sales Manager.Key Responsibilities Develop, lead, and originate mortgage loans through branches, realtors, and builders Motivate and manage a direct report sa...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Mortgage Closing Team Lead

    Mortgage Closing Team Lead

    VirtualVocations • Orlando, Florida, United States
    [job_card.full_time]
    A company is looking for a Producing Team Lead, Mortgage Closing - West Coast.Key Responsibilities Maintain and close a personal pipeline of loans while overseeing the closing department's daily ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    California Licensed Mortgage Coordinator

    California Licensed Mortgage Coordinator

    VirtualVocations • Orlando, Florida, United States
    [job_card.full_time]
    A company is looking for a Mortgage Loan Coordinator.Key Responsibilities Conduct in-depth reviews of borrower income, assets, and credit to determine suitable loan programs Collaborate with Loa...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Relationship Banker Corner Lakes Orlando, FL

    Relationship Banker Corner Lakes Orlando, FL

    JPMorganChase • Orlando, Florida, USA
    [job_card.full_time]
    At Chase we are passionate about creating memorable experiences for our clients and employees making them feel welcomed valued and understood. We build lasting relationships by doing the right thing...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]