Relationship Specialist I
On-siteWinter Park, Florida, United States
Job Summary
Provide unbelievable member experiences through in-person and phone interactions, utilizing open-ended discovery questions to identify needs and position VyStar financial solutions. Handle personal and business account transactions, open accounts, process loan applications, and resolve member problems independently while escalating complex concerns. Engage proactively with outbound calls to understand member needs, overcome objections, and book sales for credit, insurance, and investment products. Maintain compliance with regulatory mandates and exercise sound judgment in a fast-paced environment requiring up to 20 pounds of force occasionally.
Required Qualifications
- High School Diploma/GED
- Ability to process accurate transactions and requests
- Excellent listening skills
- Verbal and written communications skills
- Proficiency in the use of the Internet and Microsoft Office
- Outgoing personality
- 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
- Genuine passion for sales
- Must be able to stand throughout entire shift
- Ability to exert up to 20 pounds of force occasionally
Desired Qualifications
- Associate's degree
- Previous experience in a sales and/or customer service position
- Community service experience
- Military service experience
- Experience asking questions, offering recommendations and making referrals
- Experience with a financial institution
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