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Relationship Specialist at VyStar Credit Union - ApplyBlast

Relationship Specialist

VyStar Credit Union

4 months ago

2.9 on Glassdoor

Jacksonville, FL

Hybrid

Full Time

Junior

0 applicants

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About this role

A Relationship Specialist I at VyStar Credit Union builds deep, trust-based relationships by identifying member needs and positioning appropriate financial solutions. This role involves handling diverse transactional services, managing both consumer and business accounts, and providing proactive outreach to drive member growth and satisfaction. Candidates will utilize open-ended questioning techniques to understand financial goals while delivering a superior service experience across various banking products.

Responsibilities

Build and strengthen member relationships through personalized discovery and customized solutions
Handle personal and business account transactions including deposits, loans, and insurance
Proactively engage with members via outbound calls to identify needs and book sales
Explain credit and savings basics while referring complex products like mortgages and investments
Resolve member problems independently while maintaining strict regulatory compliance and risk awareness