VyStar Credit Union logo
VyStar Credit Union1 day ago

Relationship Specialist I

On-site · Mount Dora, Florida, United States

Type
Full Time
Level
Mid Level
Education
High School Or Equivalent
Company size
Large

Job Summary

Relationship Specialist I at VyStar Credit Union provides unbelievable member experiences through in-person and phone interactions, identifies member needs with open-ended questions, and grows consumer and business relationships by cross-selling financial solutions.Responsibilities include handling deposits, credit, insurance, and investments, processing personal and business account transactions, opening accounts, and handling loan applications; explaining savings options and referring more complex products; delivering services such as notary, wire transfers, and other member services; participating in branch initiatives, mentoring new specialists, and maintaining compliance with regulatory mandates. Strong verbal and written communication, ability to ask probing questions, and a proactive, customer-focused mindset are essential. Must manage tasks with integrity and professionalism while delivering a positive member experience and supporting VyStar’s standards of excellence.

Required Qualifications

  • High School Diploma/GED is required
  • 1-2 years’ experience in a sales and/or customer service position, preferably with a financial institution
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VyStar Credit Union

Relationship Specialist I

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