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Member Service Representative jobs at BrightStar Credit Union - 25 jobs

  • Digital Member Service Representative

    Brightstar Credit Union 3.8company rating

    Member service representative job at BrightStar Credit Union

    Job Description As a member of BrightStar Credit Union, you'll join a dynamic company culture and purpose-driven organization that focuses on its employees and members. We offer excellent benefits, advanced opportunities, and exceptional training. Founded in 1946 as a community-based credit union serving educators, we have since expanded to serve 23 counties across the state of Florida. As a Trusted Advisor, BrightStar offers a diverse range of financial services and opportunities. BrightStar Credit Union is committed to fostering a diverse and inclusive work environment where everyone has the chance to succeed and feel a sense of belonging. Our work environment is fun, fast-paced, and service-oriented. What we offer: Medical, Dental, and Vision 401K Plan with Matching Tuition Reimbursement Program Supplemental Benefits Engagement Area Wellness Studio & Gym at our Corporate Headquarters Company Paid Life Insurance Health Savings Account with Company Contributions About the Role: The Digital Member Experience position supports the online Membership/Account channel. Responsibilities include processing digital account requests, performing account maintenance, resolving member needs, and identifying opportunities to enhance financial well-being through BrightStar products and services. Duties and Responsibilities: Respond to member inquiries through digital channels, including online banking messages, secure email, phone, and text Manage incoming online account and share requests while providing a seamless omnichannel experience and exceptional service Assist members by determining appropriate accounts and services based on their needs presented digitally. Open and close accounts, answer questions, and resolve member needs Complete digital account maintenance (ATM/Debit card orders, title maintenance, and address all servicing needs within the position's authority) Identify members' financial needs through digital interactions and suggest products or services to meet them Provide outstanding service to each internal and external member as defined by our Service Standards and Promises Promote all BSCU products and services, including but not limited to online services, e-statements, BSCU extended products, mortgages, and investments Assist with general support and escalation for members transitioning to digital channels. Maintain high proficiency with online banking tools, CRM systems, digital communication software, and verification platforms Weekend or extended digital support hours may be required based on business needs. Maintain compliance with B.S.A., Security, and all digital authentication procedures. Other job-related duties as assigned Qualifications and Education: Experience - Six months or more of similar or related experience. Education- High school education or GED Physical Requirements: The physical demands described here are those an employee must meet to perform the essential functions of this job successfully. Reasonable accommodation may enable individuals with disabilities to perform essential functions. While performing the duties of this Job, the employee is regularly required to sit, use hands to finger, handle, or feel, and talk or hear. The employee is frequently required to walk and reach with hands and arms. The employee must occasionally stand, stoop, kneel, or crouch. The employee may occasionally lift and move up to 10 pounds. Specific vision abilities required by this job include close vision, color vision, and the ability to adjust. BrightStar Credit Union is an Equal Opportunity Employer. BrightStar Credit Union is a Drug-Free Workplace.
    $28k-35k yearly est. 25d ago
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  • Contact Center Representative l

    Brightstar Credit Union 3.8company rating

    Member service representative job at BrightStar Credit Union

    As a member of BrightStar Credit Union, you'll join a dynamic company culture and purpose-driven organization that focuses on its employees and members. We offer excellent benefits, advanced opportunities, and exceptional training. Founded in 1946 as a community-based credit union serving educators, we have since expanded to serve 23 counties across the state of Florida. As a Trusted Advisor, BrightStar offers a diverse range of financial services and opportunities. BrightStar Credit Union is committed to fostering a diverse and inclusive work environment where everyone has the chance to succeed and feel a sense of belonging. Our work environment is fun, fast-paced, and service-oriented. What we offer: Medical, Dental, and Vision 401K Plan with Matching Tuition Reimbursement Program Supplemental Benefits Engagement Area Wellness Studio & Gym at our Corporate Headquarters Company Paid Life Insurance Health Savings Account with Company Contributions Role Responsibilities: Answer calls in a high-volume environment while providing excellent member service and meeting performance targets. Contribute to and meet departmental, individual, and organizational goals and targets, including service level standards, call metrics, quality of service, and production. Promote BrightStar products and services by identifying member needs and recommending solutions that support their financial goals Contribute to a strong after-call survey score by providing high-quality service based on our service standard. Listening to our members, leading with empathy, owning the solution, and delivering excellence. Manage all interactions with members, whether over the phone or in writing, in a kind and welcoming manner that aligns with the mission and values of the credit union. Lead with technology-based solutions and education to promote self-service, while finding creative solutions, problem-solving, troubleshooting, and delivering on commitments. Willing to be monitored and coached in an environment that seeks to deliver a premier level of service to our membership and community. Processes transactions with accuracy and efficiency. Mitigate risk to the credit union by adhering to policies and procedures, including ID verification requirements, and proactively identifying and escalating red flags. Ability to support members and internal partners utilizing the Credit Union services, including Online Banking, Mobile Apps, website, bill pay, and ATM's. Maintain knowledge of the credit union's Bank Secrecy Act compliance policy, procedures, and practices to meet compliance requirements, while keeping up to date on changes in policy and technologies. Communicate effectively, both verbally and in writing, in English and a second language, if applicable. Effectively adjusts to changing and evolving priorities and expectations Performs other related duties as assigned. Qualifications: Strong analytical skills and attention to detail Proficient with Microsoft Office Suite (especially Excel, Word, Outlook) 1 year of experience in a high-volume customer service role Ability to perform basic math calculations Must be comfortable working in an open Contact Center environment with consistent noise, lighting, and temperature for extended periods Strong communication skills with the ability to actively listen, ask questions, and convey information clearly and professionally Demonstrated ability to handle a high volume of member interactions with patience, positivity, and accuracy Comfort with technology, including the ability to navigate multiple systems, multi-task, Use online banking tools and troubleshoot digital platforms with members. Strong problem-solving skills and sound judgment when handling member concerns and sensitive information Ability to connect with others with tact, discretion, and courtesy within and outside the organization Ability to handle stress in a high-volume and fast-paced environment. Must maintain regular and punctual attendance and reliability Interpersonal and Professional Skills: Demonstrates courtesy, empathy, tact, and diplomacy in all interactions, both internally and externally. Strong listening skills and the ability to understand and respond to member needs with professionalism and care. Confident in communicating clearly and effectively, both verbally and in writing. Possesses a service-oriented mindset with the ability to promote appropriate products and services. Other Skills and Abilities: Excellent telephone presence and written communication skills. Self-motivated and thrives in a goal-driven, performance-focused environment. Capable of making sound decisions in alignment with both member needs and Credit Union policies. Highly organized and detail-oriented with strong analytical skills. Able to manage multiple tasks efficiently in a high-volume, fast-paced setting. Proficient in using personal computers, including navigating internet browsers and business software applications. Education & Experience: High school diploma or equivalent required; associate degree preferred. Minimum 1 year of contact center experience, preferably in a financial institution. Minimum of 1 year of quota-based sales experience Work Environment & Schedule: Must be able to work flexible hours, including but not limited to early mornings and alternate Saturdays, as needed to support call volume. Hybrid or on-site schedule depending on operational needs. Compliance: Employees must uphold the credit union's compliance with the Bank Secrecy Act and anti-money laundering policies and procedures. Specific functions with B.S.C.U. will consider the awareness of unusual or suspicious activity relevant to the department. In addition to any other assigned training courses, online B.S.A. and O.F.A.C. courses must be completed at least annually, as made available by the Training and Compliance Department. Maintains comprehensive knowledge of the Bank Secrecy Act, Customer Identification Program, U.S.A. Patriot Act, O.F.A.C., Fair Lending, and Credit Card Act. Physical Requirements: The physical demands described here represent those that an employee must meet to perform the essential functions of this job successfully. Reasonable accommodation may enable individuals with disabilities to perform essential functions. While performing the duties of this Job, the employee is regularly required to sit, use hands to finger, handle, or feel, and talk or hear. The employee is frequently required to walk and reach with hands and arms. The employee may occasionally stand, stoop, kneel, or crouch. The employee may occasionally lift and move up to 10 pounds. Specific vision abilities this job requires include close vision and the ability to adjust focus. BrightStar Credit Union is an Equal Opportunity Employer. BrightStar Credit Union is a Drug-Free Workplace
    $31k-37k yearly est. Auto-Apply 60d+ ago
  • Member Service Representative 1 - Tuskawilla

    Fairwinds Credit Union 4.5company rating

    Winter Springs, FL jobs

    Financial Freedom Happens Here - and it starts with YOU. At FAIRWINDS Credit Union, we're more than a workplace; we're a team on a mission. Join the credit union nationally endorsed by The Dave Ramsey Show, where every day is a step toward financial freedom - for our members and for you. As a Member Service Representative for our Tuskawilla branch, you'll be the first step in helping our members live financially free. We are looking for financially minded individuals who want to start or continue their career in banking. FAIRWINDS Credit Union offers competitive benefits along with a starting pay of $18.00/hr (opportunity for $19.00/hr in your first year) at one of our Central Florida branches. Your Role in Our Mission: Welcome members with a friendly and professional attitude, ensuring every interaction is personal and positive. Perform routine teller transactions with accuracy and efficiency, including deposits, withdrawals, loan payments, and check cashing. Educate members on FAIRWINDS products, services, and digital tools such as mobile and online banking, helping them manage their finances more conveniently. Assist members with account questions, service issues, and general inquiries, escalating as needed to resolve concerns quickly. Maintain balancing standards and operational compliance for all transactions. Support branch goals by identifying member needs and referring them to appropriate teammates for lending, account services, or investment solutions. Maintain the appearance and organization of your teller station and the branch environment. Participate in individual and team coaching sessions to build product knowledge and improve member service skills. Live and model The FAIRWINDS Way values in everything you do. What Makes You a Great Fit: A strong desire to serve others and help them improve their financial lives. Excellent communication skills and a professional, positive attitude. Comfortable handling cash and working with technology in a fast-paced environment. Detail-oriented with strong problem-solving skills and a willingness to learn. Previous customer service, retail, or cash handling experience is a plus, but not required; we'll train the right person with the right attitude! A Culture of Care and Reward: You give your best, and we give back with a comprehensive and meaningful rewards package: Enjoy 11 paid holidays and generous paid time off to recharge and reset Build your future with a 6% 401(k) match Receive a $700 annual contribution to your Health Savings Account Access our comprehensive maternity leave program to support growing families Stay covered with medical, dental, vision, disability, and life insurance Grow your career through leadership development, tuition assistance, and advancement opportunities Earn rewards for financial wellness through our Debt Free Club and Dave Ramsey's SmartDollar program Thrive in a purpose-driven, people-first culture where your impact matters This is more than your next job. It's your next step in changing lives; starting with your own! About FAIRWINDS Credit Union At FAIRWINDS Credit Union, Financial Freedom Happens Here. Headquartered in Orlando and proudly serving members for over 70 years, our mission - changing members' lives on the journey to Financial Freedom - drives everything we do, with a clear vision: Members financially free. Through The FAIRWINDS Way, we champion a culture of integrity, accountability, and teamwork, and we're nationally endorsed by The Dave Ramsey Show as a trusted provider of financial wellness. Recognized as one of Forbes' 2024 Best-in-State Credit Unions and one of Orlando Business Journal's Best Places to Work, FAIRWINDS is a top workplace where your purpose matters and your growth is supported every step of the way!
    $18-19 hourly 3d ago
  • Member Solutions Representative I

    Vystar Credit Union 4.5company rating

    Jacksonville, FL jobs

    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. ACCOUNTABILITY STATEMENT The Member Solutions Representative contacts members to effectively reduce VyStar exposure to financial losses caused by delinquent accounts. Activities must be conducted in compliance with federal and state regulations. ESSENTIAL JOB FUNCTIONS Reviews delinquency reports and collection system information to determine appropriate collection activity to effectively collect monies due from members. Contacts members to discuss delinquency. Obtains information to effect collection on accounts and make up-to-date arrangements. Follows up regularly if debt not paid current. Skip traces difficult to locate members to establish contact by reviewing all relationships in Miser, free internet sites, and skip tracing tools. Submits the account to the skip tracing team to further locate member when preliminary methods are unsuccessful. Recommends to the Member Solutions Supervisor accounts for repossession review when necessary. Considers and recommends extensions and/or payment arrangements on delinquent accounts to bring due date current. Consults as needed with the Consumer Loan Modification Team regarding extensions, payment arrangements, and workouts. Reviews and recommends charge-off accounts to Supervisor, Manager and/or AVP. Performs 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. Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job: Focus - Focus your full attention by carefully listening to and observing client or member. Connect - Consistently be friendly and approachable. Demonstrate your care. Understand - Listen empathetically and ask questions (70%/30% rule). Counsel - Recommend solutions based on your member's needs and objectives. Advance - Ensure that member's expectations were exceeded. Verify necessary follow-up actions. JOB QUALIFICATIONS EXPERIENCE A minimum of one-year prior office/clerical experience plus minimum of one (1) year prior collection, call center, and or customer service experience is required. Familiarity with state and federal laws governing collection procedures are preferred. Assuming the above minimum experience, an incumbent selected for this position would need three months to be fully functional in the job. EDUCATION, PHYSICAL & MENTAL REQUIREMENTS The minimal formal education required is a high school diploma or its equivalent. Position requires interpretation of auditory sources of information, i.e., group meetings, telephone calls, manual dexterity to permit interaction with a computer keyboard, the ability to organize and interpret data, i.e., report and computer displays. JOB REQUIREMENTS The incumbent is required to complete all department defined Computer Based Training courses within 90 days from the hire date achieving a passing score of at least 80%. The incumbent is required to receive, review, sign, and return to their Collections Supervisor copies of the Attendance Policy, Vacation Policy, Dress Code, and Code of Ethics within the first 30 days of employment. KNOWLEDGE, SKILLS, & ABILITIES During the first six months of employment in the Member Solutions Department, the incumbent must be capable of demonstrating knowledge and skill in the following: How to navigate through Atlas (Miser) and know the basic speed keys. Basic desktop procedures for closing accounts. Basic desktop procedures for waiving late or nsf fees. Basic skip tracing skills How to open or close checking and savings accounts. Basic desktop procedures for placing flags on accounts and removal. How to access PSCU and check balance, delinquency, statements, and history. Proficient with Report Portal, Microsoft Office, and VeriFone During employment the incumbent must maintain a satisfactory attendance and performance record. 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 VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union. No placement fee will be paid if a candidate is hired as a result of the referral, or through other means. Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position! VyStar Credit Union Human Resources
    $40k-45k yearly est. Auto-Apply 15d ago
  • Member Service Representative 1 - Leesburg

    Fairwinds Credit Union 4.5company rating

    Leesburg, FL jobs

    Financial Freedom Happens Here - and it starts with YOU. At FAIRWINDS Credit Union, we're more than a workplace; we're a team on a mission. Join the credit union nationally endorsed by The Dave Ramsey Show, where every day is a step toward financial freedom - for our members and for you. As a Member Service Representative for our Leesburg branch, you'll be the first step in helping our members live financially free. This role is ideal for financially minded individuals who are eager to start or grow a career in banking while making a meaningful impact. FAIRWINDS Credit Union offers competitive benefits and a starting pay of $18.00 per hour, with the opportunity to earn $19.00 per hour within your first year! Your Role in Our Mission: Welcome members with a friendly and professional attitude, ensuring every interaction is personal and positive. Perform routine teller transactions with accuracy and efficiency, including deposits, withdrawals, loan payments, and check cashing. Educate members on FAIRWINDS products, services, and digital tools such as mobile and online banking, helping them manage their finances more conveniently. Assist members with account questions, service issues, and general inquiries, escalating as needed to resolve concerns quickly. Maintain balancing standards and operational compliance for all transactions. Support branch goals by identifying member needs and referring them to appropriate teammates for lending, account services, or investment solutions. Maintain the appearance and organization of your teller station and the branch environment. Participate in individual and team coaching sessions to build product knowledge and improve member service skills. Live and model The FAIRWINDS Way values in everything you do. What Makes You a Great Fit: A strong desire to serve others and help them improve their financial lives. Excellent communication skills and a professional, positive attitude. Comfortable handling cash and working with technology in a fast-paced environment. Detail-oriented with strong problem-solving skills and a willingness to learn. Previous customer service, retail, or cash handling experience is a plus, but not required; we'll train the right person with the right attitude! A Culture of Care and Reward: You give your best, and we give back with a comprehensive and meaningful rewards package: Enjoy 11 paid holidays and generous paid time off to recharge and reset Build your future with a 6% 401(k) match Receive a $700 annual contribution to your Health Savings Account Access our comprehensive maternity leave program to support growing families Stay covered with medical, dental, vision, disability, and life insurance Grow your career through leadership development, tuition assistance, and advancement opportunities Earn rewards for financial wellness through our Debt Free Club and Dave Ramsey's SmartDollar program Thrive in a purpose-driven, people-first culture where your impact matters This is more than your next job. It's your next step in changing lives; starting with your own! About FAIRWINDS Credit Union At FAIRWINDS Credit Union, Financial Freedom Happens Here. Headquartered in Orlando and proudly serving members for over 70 years, our mission - changing members' lives on the journey to Financial Freedom - drives everything we do, with a clear vision: Members financially free. Through The FAIRWINDS Way, we champion a culture of integrity, accountability, and teamwork, and we're nationally endorsed by The Dave Ramsey Show as a trusted provider of financial wellness. Recognized as one of Forbes' 2024 Best-in-State Credit Unions and one of Orlando Business Journal's Best Places to Work, FAIRWINDS is a top workplace where your purpose matters and your growth is supported every step of the way!
    $18-19 hourly 10d ago
  • Mortgage Servicing Representative

    Vystar Credit Union 4.5company rating

    Jacksonville, FL jobs

    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. Mortgage Servicing RepresentativeACCOUNTABILITY STATEMENT The incumbent is Responsible for performing the duties and services necessary to protect VyStar's interest in mortgaged properties. This generally includes but is not limited to: disbursing property taxes, disbursing and maintaining adequate insurance coverage, flood certification monitoring, maintenance of unapplied mortgage payments, responding to member inquiries, maintaining accurate escrow records and advancing funds, when necessary, to preserve our interest in the mortgaged property. Additional duties may include preparation of mortgage files for permanent retention; processing and maintaining all closed and paid out mortgage loan files, preparation of subordination of mortgage requests.ESSENTIAL FUNCTIONS Member Service Communicate effectively with the members by phone or in person to assist in answering any questions regarding their mortgage account. Ensure timely processing of mortgage payments, payoff quotes, payoffs and account corrections. Cancellation of PMI insurance when requested by the member or when the LTV reaches 78% in accordance with the Homeowners Protection Act of 1998. Daily balancing of the branch to include clearing of any suspense or un-posted items. Completion of verification of mortgage or amortization schedules as requested. Participate in escrow analysis training to help members understand the process and forms used by VyStar. Post shortage remittance payments and reanalyze account as necessary. Create/maintain necessary desk top procedures relating to servicing all types of mortgages loans. Quality Control Verify mortgage loans are set up correctly in the servicing system. This includes but is not limited to: verification of ARM elements, initial escrow deposit, first due date, loan and payment amounts, hazard insurance, flood, wind or PMI. Ensure Real Estate taxes or insurance premiums due at closing were paid and ensure the property tax ID is accurately reported to the tax service. Insurance Tracking and Payment from Escrow Timely maintenance of all insurance disbursements from escrow accounts. This includes monitoring weekly insurance due report, keying of premium due notices and research for missing bills. Match check disbursements to policy for remittance to the appropriate insurance company or agent. Review any return items for necessary correction. Maintain renewal policy in VyStar record retention system and core system with updated information on all escrow/non escrow insurance accounts to include: coverage amount, expiration date, deductibles and loss payee information. Monitor all cancellation/non renewal notices to obtain new coverage information from member or agent. Prepare force placed insurance as necessary to protect VyStar's interest in the property. Payoff Request Responsible for processing all mortgage payoff requests from members, title companies, financial institutions and attorneys. Fax or mail requested payoff quote and retain original within the VyStar record retention system. Adjustable Rate Mortgage (ARM) Monitoring Weekly update of Treasury Index to the core servicing system. Monthly monitoring of ARM rate changes in the core servicing system, sending of rate and payment change notices. Life of Loan Flood Tracking and Cancellation Review and Monitor loans in a Special Flood Hazard Area and ensure coverage, in addition to tracking changes in Flood Zones via receiving notification from the Flood Vendors. Good Working Knowledge of the following: Satisfaction of Mortgage Preparation of Satisfaction of Mortgage document and paid in full letter on all paid mortgage accounts. Send executed satisfaction along with check for recording fee to the county of record. Recorded Satisfaction is forwarded to the member after receipt from the county of record. Preparation of the paid in full file for permanent retention in the records department. Maintain Satisfaction Tracking (SAT TRAC) on all paid out mortgages to ensure timely process of satisfaction documents. Document Imaging Prepare files for scanning to retain mortgage loan files in an electronic format within the credit union record retention system. Work collaboratively with the Mortgage Servicing Supervisor, Mortgage Servicing Manger, and Vice President Mortgage Lending to develop streamlined processes via the record retention imaging system to improve department operating efficiencies related to servicing functions and data retention. Subordination of Mortgage Responsible for preparation and imaging of subordination of mortgage documents on all requests received. Maintain Subordination of Mortgage tracking on all requests received. Cross-sells other credit union services. Identify and make recommendations to Sr. Mortgage Loan Servicing Representative, Mortgage Servicing Manager and Vice President Mortgage Lending regarding process improvements, quality service and increased efficiencies within the servicing unit. 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. Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job: Focus - Focus your full attention by carefully listening to and observing client or member. Connect - Consistently be friendly and approachable. Demonstrate your care. Understand - Listen empathetically and ask questions (70%/30% rule). Counsel - Recommend solutions based on your member's needs and objectives. Advance - Ensure that member's expectations were exceeded. Verify necessary follow-up actions. JOB KNOWLEDGE, SKILLS, AND ABILITIES Minimum of two years experience in a direct member contact area with a financial institution with specialization in mortgage lending, preferably mortgage loan servicing. Familiarity of mortgage documents is essential to completion of document scanning and retrieval tasks. Applicant must have positive, well-developed communication skills, both written and oral, be detail oriented, have good organizational and active listening skills, the ability to work in a fast-paced environment, and proven ability to work with others. Must have professional conduct and appearance and be self-motivated. Must work under the philosophy of “people helping people” and be able to communicate with members on all levels. Knowledge of all Microsoft Office applications and credit union software and/or core operating systems pertinent to completing various tasks and responsibilities of the position. Equipment to be used in the daily performance of job duties include HP calculator, PC, high volume scanning equipment, and multi-function copier/scanner/fax machine is required. EDUCATION The minimum formal education required is a high school diploma or its equivalent. Continuing education via local conferences and workshops is required for updates on federal regulations and secondary market requirements. DISCLAIMERS AND WORK ENVIRONMENT The work environment characteristics described here 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. Nothing in this position description is an implied contract for employment. The functions are not all encompassing and are subject to change at any time by management. As required or requested, may exert up to 20 pounds of force occasionally and/or negligible amount of force constantly to lift, carry, push, pull, or otherwise move objects. VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union. No placement fee will be paid if a candidate is hired as a result of the referral, or through other means. Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position! VyStar Credit Union Human Resources
    $40k-44k yearly est. Auto-Apply 19d ago
  • Contact Center Member Service Specialist (Winter Park, FL)

    Vystar Credit Union 4.5company rating

    Winter Park, FL jobs

    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. Accountability Statement The incumbent's primary function is to effectively use VyStar Excellence principles during telephone contact with members in the course of daily business. Thus, the incumbent must adhere to the Standards of Excellence and behaviors associated with VyStar Excellence. The incumbent is to integrate people, processes, and technology to enhance relationships with members to maximize the growth and market share of VyStar Credit Union. In the call center environment, the incumbent is expected to listen to members attentively, to determine their needs and to offer appropriate products and/or services to enhance the member experience. The incumbent in this position is accountable for offering products and services to deepen current relationships and improve the satisfaction and loyalty of credit union members. The incumbent is individually and collectively responsible for reaching department and corporate goals. The quality of the incumbent's calls will be closely monitored via a call recording system to ensure members are receiving quality service. The incumbent will make independent decisions that benefit the member and VyStar. The incumbent must be able to quickly adapt to changes and handle any additional assignments for the daily operation of the Call Center. This position has opportunities for advancement and pay increase through the completion of the Member Service and Loan Training Programs. The incumbent must demonstrate proficiency in handling all types of calls in addition to completing required Computer Based Training courses before being certified or qualified to apply for Level II. ESSENTIAL JOB FUNCTIONS: ***The Contact Center operates Monday through Saturday from 7:00am - 7:00pm. The Contact Center Member Service Specialist must be flexible to work any day or shift during our business operational hours. Must have the ability to work a hybrid schedule*** Contact Center Member Service Specialist The incumbent's primary duty is to provide quality member services to our members by performing transactions that are requested by members or answering their questions, which may be related to Internet Banking, Magic*Touch, their account history or member service, loan, VyStar Investment Services products and/or VyStar Real Estate Services. Member Service transactions include but are not limited to fund transfer, wire transfer, Internet Banking PIN reset, stop payments, opening checking accounts, money market accounts, Certificate of Deposit accounts or other savings accounts, etc. The incumbent is expected to acquire extensive product knowledge of deposit products along with operational function of those products. The incumbent is required to effectively offer loan related products such as GAP, IWS, Credit Life & Disability Insurance in addition to VyStar Investment Services, VyStar Real Estate Services, other Savings Accounts, Checking Accounts, Money Market Accounts, IRA accounts, CDs, etc. based on our members' needs. The incumbent is also required to offer loan products, such as auto loans, credit cards, large luxury items and mortgage products, which may be referred to the more experienced Call Center Member Relationship Specialist team. The incumbent is expected to attain a firm knowledge of VyStar's products and services in addition to policies and procedures to effectively offer products based on our members' needs. The incumbent is expected to adhere to the Standards of Excellence and behaviors associated with VyStar Excellence. Thus, the incumbent must exhibit courteous and professional telephone etiquette in all member contacts while conducting effective fact finding to understand the member's needs and issues and making independent and appropriate decisions in resolving members' problems as well as in offering appropriate products. The incumbent must maintain confidentiality and integrity of information related to all member accounts. The incumbent is also expected to attain proficiency in all available tools. The incumbent in this position is to attain knowledge of Regulation CC, Regulation D, Regulation B and Regulation Z, Bank Secrecy Act/Anti-Money Laundering (BSA/AML), Currency Transaction Report (CTR), etc. If the incumbent is trained for originating loans, the incumbent is expected to offer loans whenever appropriate based on members' needs and properly document credit applications and to process them in a timely manner. The incumbent must provide the same professional and quality service to employees in other departments, other businesses and financial institutions based on the VyStar Excellence concept when working to resolve member problems. The incumbent is accountable for departmental standards for productivity, quality of service, and schedule adherence, unscheduled leave occurrences, and late log-ins. The incumbent must be familiarized with call recording technology in order to review calls rated by Quality Assurance representatives. Also, the incumbent is to learn how to review work schedules and to request vacation/sick leave request online through the Workforce Management system as well as to be familiar with the e-Time system. Performs all 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. Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job: Focus - Focus your full attention by carefully listening to and observing client or member. Connect - Consistently be friendly and approachable. Demonstrate your care. Understand - Listen empathetically and ask questions (70%/30% rule). Counsel - Recommend solutions based on your member's needs and objectives. Advance - Ensure that member's expectations were exceeded. Verify necessary follow-up actions. QUALIFICATIONS EXPERIENCE A minimum of one year experience in a position of direct member/customer contact in financial institutions, especially in a call center environment, is preferred EDUCATION The minimum formal education required is a high school diploma or its equivalent. KNOWLEDGE, SKILLS, & ABILITIES The candidate for this position must have a personality that enjoys talking to members on the phone. Must possess excellent listening and comprehension skills with proper telephone etiquette. Having sales experience in the financial environment is preferred. Also, having prior exposure to the lending process, familiarity with analyzing credit reports and exposure to interest computation methods is preferred. Must have excellent verbal, written communication and telephone skills. Must have accurate data entry skills and be proficient in PC skills including Microsoft Word, Outlook, Internet access, etc. Must be able to communicate necessary information clearly. Must be professional in appearance and attitude. The candidate for this position may be tested for their effectiveness for providing excellent member service through the telephone, chat room and email during the hiring process. 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 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. VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union. No placement fee will be paid if a candidate is hired as a result of the referral, or through other means. Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position! VyStar Credit Union Human Resources
    $39k-42k yearly est. Auto-Apply 4d ago
  • Contact Center Member Service Specialist (Location: Tallahassee, FL)

    Vystar Credit Union 4.5company rating

    Tallahassee, FL jobs

    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. Accountability Statement The incumbent's primary function is to effectively use VyStar Excellence principles during telephone contact with members in the course of daily business. Thus, the incumbent must adhere to the Standards of Excellence and behaviors associated with VyStar Excellence. The incumbent is to integrate people, processes, and technology to enhance relationships with members to maximize the growth and market share of VyStar Credit Union. In the call center environment, the incumbent is expected to listen to members attentively, to determine their needs and to offer appropriate products and/or services to enhance the member experience. The incumbent in this position is accountable for offering products and services to deepen current relationships and improve the satisfaction and loyalty of credit union members. The incumbent is individually and collectively responsible for reaching department and corporate goals. The quality of the incumbent's calls will be closely monitored via a call recording system to ensure members are receiving quality service. The incumbent will make independent decisions that benefit the member and VyStar. The incumbent must be able to quickly adapt to changes and handle any additional assignments for the daily operation of the Call Center. This position has opportunities for advancement and pay increase through the completion of the Member Service and Loan Training Programs. The incumbent must demonstrate proficiency in handling all types of calls in addition to completing required Computer Based Training courses before being certified or qualified to apply for Level II. ESSENTIAL JOB FUNCTIONS: ***The Contact Center operates Monday through Saturday from 7:00am - 7:00pm. The Contact Center Member Service Specialist must be flexible to work any day or shift during our business operational hours. Must have the ability to work a hybrid schedule*** The incumbent's primary duty is to provide quality member services to our members by performing transactions that are requested by members or answering their questions, which may be related to Internet Banking, Magic*Touch, their account history or member service, loan, VyStar Investment Services products and/or VyStar Real Estate Services. Member Service transactions include but are not limited to fund transfer, wire transfer, Internet Banking PIN reset, stop payments, opening checking accounts, money market accounts, Certificate of Deposit accounts or other savings accounts, etc. The incumbent is expected to acquire extensive product knowledge of deposit products along with operational function of those products. The incumbent is required to effectively offer loan related products such as GAP, IWS, Credit Life & Disability Insurance in addition to VyStar Investment Services, VyStar Real Estate Services, other Savings Accounts, Checking Accounts, Money Market Accounts, IRA accounts, CDs, etc. based on our members' needs. The incumbent is also required to offer loan products, such as auto loans, credit cards, large luxury items and mortgage products, which may be referred to the more experienced Call Center Member Relationship Specialist team. The incumbent is expected to attain a firm knowledge of VyStar's products and services in addition to policies and procedures to effectively offer products based on our members' needs. The incumbent is expected to adhere to the Standards of Excellence and behaviors associated with VyStar Excellence. Thus, the incumbent must exhibit courteous and professional telephone etiquette in all member contacts while conducting effective fact finding to understand the member's needs and issues and making independent and appropriate decisions in resolving members' problems as well as in offering appropriate products. The incumbent must maintain confidentiality and integrity of information related to all member accounts. The incumbent is also expected to attain proficiency in all available tools. The incumbent in this position is to attain knowledge of Regulation CC, Regulation D, Regulation B and Regulation Z, Bank Secrecy Act/Anti-Money Laundering (BSA/AML), Currency Transaction Report (CTR), etc. If the incumbent is trained for originating loans, the incumbent is expected to offer loans whenever appropriate based on members' needs and properly document credit applications and to process them in a timely manner. The incumbent must provide the same professional and quality service to employees in other departments, other businesses and financial institutions based on the VyStar Excellence concept when working to resolve member problems. The incumbent is accountable for departmental standards for productivity, quality of service, and schedule adherence, unscheduled leave occurrences, and late log-ins. The incumbent must be familiarized with call recording technology in order to review calls rated by Quality Assurance representatives. Also, the incumbent is to learn how to review work schedules and to request vacation/sick leave request online through the Workforce Management system as well as to be familiar with the e-Time system. Performs all 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. Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job: Focus - Focus your full attention by carefully listening to and observing client or member. Connect - Consistently be friendly and approachable. Demonstrate your care. Understand - Listen empathetically and ask questions (70%/30% rule). Counsel - Recommend solutions based on your member's needs and objectives. Advance - Ensure that member's expectations were exceeded. Verify necessary follow-up actions. QUALIFICATIONS EXPERIENCE A minimum of one year experience in a position of direct member/customer contact in financial institutions, especially in a call center environment, is preferred EDUCATION The minimum formal education required is a high school diploma or its equivalent. KNOWLEDGE, SKILLS, & ABILITIES The candidate for this position must have a personality that enjoys talking to members on the phone. Must possess excellent listening and comprehension skills with proper telephone etiquette. Having sales experience in the financial environment is preferred. Also, having prior exposure to the lending process, familiarity with analyzing credit reports and exposure to interest computation methods is preferred. Must have excellent verbal, written communication and telephone skills. Must have accurate data entry skills and be proficient in PC skills including Microsoft Word, Outlook, Internet access, etc. Must be able to communicate necessary information clearly. Must be professional in appearance and attitude. The candidate for this position may be tested for their effectiveness for providing excellent member service through the telephone, chat room and email during the hiring process. 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 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. VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union. No placement fee will be paid if a candidate is hired as a result of the referral, or through other means. Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position! VyStar Credit Union Human Resources
    $39k-42k yearly est. Auto-Apply 60d+ ago
  • Contact Center Member Service Specialist (Location: Jacksonville, FL)

    Vystar Credit Union 4.5company rating

    Jacksonville, FL jobs

    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. Accountability Statement The incumbent's primary function is to effectively use VyStar Excellence principles during telephone contact with members in the course of daily business. Thus, the incumbent must adhere to the Standards of Excellence and behaviors associated with VyStar Excellence. The incumbent is to integrate people, processes, and technology to enhance relationships with members to maximize the growth and market share of VyStar Credit Union. In the call center environment, the incumbent is expected to listen to members attentively, to determine their needs and to offer appropriate products and/or services to enhance the member experience. The incumbent in this position is accountable for offering products and services to deepen current relationships and improve the satisfaction and loyalty of credit union members. The incumbent is individually and collectively responsible for reaching department and corporate goals. The quality of the incumbent's calls will be closely monitored via a call recording system to ensure members are receiving quality service. The incumbent will make independent decisions that benefit the member and VyStar. The incumbent must be able to quickly adapt to changes and handle any additional assignments for the daily operation of the Call Center. This position has opportunities for advancement and pay increase through the completion of the Member Service and Loan Training Programs. The incumbent must demonstrate proficiency in handling all types of calls in addition to completing required Computer Based Training courses before being certified or qualified to apply for Level II. ESSENTIAL JOB FUNCTIONS: ***The Contact Center operates Monday through Saturday from 7:00am - 7:00pm. The Contact Center Member Service Specialist must be flexible to work any day or shift during our business operational hours. Must have the ability to work a hybrid schedule*** The incumbent's primary duty is to provide quality member services to our members by performing transactions that are requested by members or answering their questions, which may be related to Internet Banking, Magic*Touch, their account history or member service, loan, VyStar Investment Services products and/or VyStar Real Estate Services. Member Service transactions include but are not limited to fund transfer, wire transfer, Internet Banking PIN reset, stop payments, opening checking accounts, money market accounts, Certificate of Deposit accounts or other savings accounts, etc. The incumbent is expected to acquire extensive product knowledge of deposit products along with operational function of those products. The incumbent is required to effectively offer loan related products such as GAP, IWS, Credit Life & Disability Insurance in addition to VyStar Investment Services, VyStar Real Estate Services, other Savings Accounts, Checking Accounts, Money Market Accounts, IRA accounts, CDs, etc. based on our members' needs. The incumbent is also required to offer loan products, such as auto loans, credit cards, large luxury items and mortgage products, which may be referred to the more experienced Call Center Member Relationship Specialist team. The incumbent is expected to attain a firm knowledge of VyStar's products and services in addition to policies and procedures to effectively offer products based on our members' needs. The incumbent is expected to adhere to the Standards of Excellence and behaviors associated with VyStar Excellence. Thus, the incumbent must exhibit courteous and professional telephone etiquette in all member contacts while conducting effective fact finding to understand the member's needs and issues and making independent and appropriate decisions in resolving members' problems as well as in offering appropriate products. The incumbent must maintain confidentiality and integrity of information related to all member accounts. The incumbent is also expected to attain proficiency in all available tools. The incumbent in this position is to attain knowledge of Regulation CC, Regulation D, Regulation B and Regulation Z, Bank Secrecy Act/Anti-Money Laundering (BSA/AML), Currency Transaction Report (CTR), etc. If the incumbent is trained for originating loans, the incumbent is expected to offer loans whenever appropriate based on members' needs and properly document credit applications and to process them in a timely manner. The incumbent must provide the same professional and quality service to employees in other departments, other businesses and financial institutions based on the VyStar Excellence concept when working to resolve member problems. The incumbent is accountable for departmental standards for productivity, quality of service, and schedule adherence, unscheduled leave occurrences, and late log-ins. The incumbent must be familiarized with call recording technology in order to review calls rated by Quality Assurance representatives. Also, the incumbent is to learn how to review work schedules and to request vacation/sick leave request online through the Workforce Management system as well as to be familiar with the e-Time system. Performs all 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. Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job: Focus - Focus your full attention by carefully listening to and observing client or member. Connect - Consistently be friendly and approachable. Demonstrate your care. Understand - Listen empathetically and ask questions (70%/30% rule). Counsel - Recommend solutions based on your member's needs and objectives. Advance - Ensure that member's expectations were exceeded. Verify necessary follow-up actions. QUALIFICATIONS EXPERIENCE A minimum of one year experience in a position of direct member/customer contact in financial institutions, especially in a call center environment, is preferred EDUCATION The minimum formal education required is a high school diploma or its equivalent. KNOWLEDGE, SKILLS, & ABILITIES The candidate for this position must have a personality that enjoys talking to members on the phone. Must possess excellent listening and comprehension skills with proper telephone etiquette. Having sales experience in the financial environment is preferred. Also, having prior exposure to the lending process, familiarity with analyzing credit reports and exposure to interest computation methods is preferred. Must have excellent verbal, written communication and telephone skills. Must have accurate data entry skills and be proficient in PC skills including Microsoft Word, Outlook, Internet access, etc. Must be able to communicate necessary information clearly. Must be professional in appearance and attitude. The candidate for this position may be tested for their effectiveness for providing excellent member service through the telephone, chat room and email during the hiring process. 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 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. VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union. No placement fee will be paid if a candidate is hired as a result of the referral, or through other means. Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position! VyStar Credit Union Human Resources
    $39k-42k yearly est. Auto-Apply 4d ago
  • Bilingual Relationship Specialist I (Location: Winter Park, FL)

    Vystar Credit Union 4.5company rating

    Winter Park, FL jobs

    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. ACCOUNTABILITY STATEMENT 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. ****Must be fluent in English and Spanish**** 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 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. VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union. No placement fee will be paid if a candidate is hired as a result of the referral, or through other means. Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position! VyStar Credit Union Human Resources
    $41k-45k yearly est. Auto-Apply 19d ago
  • Relationship Specialist I

    Vystar Credit Union 4.5company rating

    Jacksonville, FL jobs

    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. ACCOUNTABILITY STATEMENT 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. 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 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. VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union. No placement fee will be paid if a candidate is hired as a result of the referral, or through other means. Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position! VyStar Credit Union Human Resources
    $41k-45k yearly est. Auto-Apply 20d ago
  • Relationship Specialist

    Vystar Credit Union 4.5company rating

    Jacksonville, FL jobs

    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. ACCOUNTABILITY STATEMENT The Relationship Specialist's 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. 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 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. VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union. No placement fee will be paid if a candidate is hired as a result of the referral, or through other means. Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position! VyStar Credit Union Human Resources
    $41k-45k yearly est. Auto-Apply 18d ago
  • Relationship Specialist I

    Vystar Credit Union 4.5company rating

    Mount Dora, FL jobs

    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. ACCOUNTABILITY STATEMENT The Senior Relationship Specialist 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. Demonstrates a strong proficiency in all job functions and able to model those for newer employees. They can manage branch responsibilities in the absence of the ABM and BVP. ESSENTIAL RESPONSIBILITIES Consistent in using 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. Proficient in identifying member cues, asking open-ended discovery questions, and growing consumer and business relationships by identifying member needs. Knowledgeable in their understanding of consumer and business deposit, credit, insurance, and investment solutions and able to position them successfully. Competent in completing personal and business account transactions, open accounts, and process various types of loan applications. Able to explain 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 with expertise. Participate, support, and lead in all Credit Union initiatives and campaigns. Exercise sound judgment and discretion while remaining compliant with well-defined limits and guidelines. Work with 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 handling escalated member concerns for newer Relationship Specialists. Exemplify VyStar's Standards of Excellence, Behaviors of Excellence, Being Unbelievable, and the Great 8 Member Service Commitments. Lead by example through community service supporting the VyStar brand. Demonstrate excellent verbal and written communication skills. Manage opening and closing procedures as needed. Train and mentor newer Relationship Specialists. Promote and lead branch initiatives. Proactively identify ways to improve employee and member experiences. Provide training and coaching for newer Relationship Specialists as needed. In partnership with the ABM and BVP, conduct team huddles and weekly sales meetings. De-escalate member and employee issues as appropriate. Manage branch operations in the absence of the ABM and BVP. Handle escalated, urgent, and emergency situations in the absence of the ABM and BVP. 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 2-3 years' experience in a sales and/or customer service position, community service, military service, asking questions, offering recommendations, and making referrals is required, preferably with a financial institution. Previous leadership experience preferred. KNOWLEDGE, SKILLS & ABILITIES Proven top performance track record. Demonstrated sales and/or sales leadership. Possess strong 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. Proficiency in asking probing questions & making recommendations. Exercise critical thinking skills in resolving escalated issues or deescalating concerns. May assist branch leadership as needed. Works to attain expert user status on credit union systems, applications, products, and services. Successful partnership will cross referrals to all business lines. 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 50 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 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. VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union. No placement fee will be paid if a candidate is hired as a result of the referral, or through other means. Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position! VyStar Credit Union Human Resources
    $41k-45k yearly est. Auto-Apply 15d ago
  • Relationship Specialist I (North Orlando Cluster)

    Vystar Credit Union 4.5company rating

    DeLand, FL jobs

    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. ACCOUNTABILITY STATEMENT 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 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. VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union. No placement fee will be paid if a candidate is hired as a result of the referral, or through other means. Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position! VyStar Credit Union Human Resources
    $41k-45k yearly est. Auto-Apply 60d+ ago
  • Relationship Specialist

    Vystar Credit Union 4.5company rating

    Yulee, FL jobs

    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. ACCOUNTABILITY STATEMENT The Relationship Specialist's 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. Demonstrates a strong proficiency in all job functions and can model those for newer employees. 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 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. VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union. No placement fee will be paid if a candidate is hired as a result of the referral, or through other means. Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position! VyStar Credit Union Human Resources
    $41k-45k yearly est. Auto-Apply 19d ago
  • Relationship Specialist I (Brevard County Cluster)

    Vystar Credit Union 4.5company rating

    Titusville, FL jobs

    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. ACCOUNTABILITY STATEMENT 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. ESSENTIAL RESPONSIBILITIES The candidate must be flexible to commute to any branch within an assigned market: Titusville or Melbourne. 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 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. VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union. No placement fee will be paid if a candidate is hired as a result of the referral, or through other means. Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position! VyStar Credit Union Human Resources
    $41k-46k yearly est. Auto-Apply 19d ago
  • Relationship Specialist I

    Vystar Credit Union 4.5company rating

    Palm Coast, FL jobs

    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. ACCOUNTABILITY STATEMENT 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. 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 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. VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union. No placement fee will be paid if a candidate is hired as a result of the referral, or through other means. Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position! VyStar Credit Union Human Resources
    $41k-45k yearly est. Auto-Apply 18d ago
  • Relationship Specialist

    Vystar Credit Union 4.5company rating

    Lake City, FL jobs

    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. ACCOUNTABILITY STATEMENT The Relationship Specialist's 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. 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 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. VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union. No placement fee will be paid if a candidate is hired as a result of the referral, or through other means. Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position! VyStar Credit Union Human Resources
    $41k-45k yearly est. Auto-Apply 6d ago
  • Contact Center Representative l

    Brightstar Credit Union 3.8company rating

    Member service representative job at BrightStar Credit Union

    As a member of BrightStar Credit Union, you'll join a dynamic company culture and purpose-driven organization that focuses on its employees and members. We offer excellent benefits, advanced opportunities, and exceptional training. Founded in 1946 as a community-based credit union serving educators, we have since expanded to serve 23 counties across the state of Florida. As a Trusted Advisor, BrightStar offers a diverse range of financial services and opportunities. BrightStar Credit Union is committed to fostering a diverse and inclusive work environment where everyone has the chance to succeed and feel a sense of belonging. Our work environment is fun, fast-paced, and service-oriented. What we offer: Medical, Dental, and Vision 401K Plan with Matching Tuition Reimbursement Program Supplemental Benefits Engagement Area Wellness Studio & Gym at our Corporate Headquarters Company Paid Life Insurance Health Savings Account with Company Contributions Role Responsibilities: Answer calls in a high-volume environment while providing excellent member service and meeting performance targets. Contribute to and meet departmental, individual, and organizational goals and targets, including service level standards, call metrics, quality of service, and production. Promote BrightStar products and services by identifying member needs and recommending solutions that support their financial goals Contribute to a strong after-call survey score by providing high-quality service based on our service standard. Listening to our members, leading with empathy, owning the solution, and delivering excellence. Manage all interactions with members, whether over the phone or in writing, in a kind and welcoming manner that aligns with the mission and values of the credit union. Lead with technology-based solutions and education to promote self-service, while finding creative solutions, problem-solving, troubleshooting, and delivering on commitments. Willing to be monitored and coached in an environment that seeks to deliver a premier level of service to our membership and community. Processes transactions with accuracy and efficiency. Mitigate risk to the credit union by adhering to policies and procedures, including ID verification requirements, and proactively identifying and escalating red flags. Ability to support members and internal partners utilizing the Credit Union services, including Online Banking, Mobile Apps, website, bill pay, and ATM's. Maintain knowledge of the credit union's Bank Secrecy Act compliance policy, procedures, and practices to meet compliance requirements, while keeping up to date on changes in policy and technologies. Communicate effectively, both verbally and in writing, in English and a second language, if applicable. Effectively adjusts to changing and evolving priorities and expectations Performs other related duties as assigned. Qualifications: Strong analytical skills and attention to detail Proficient with Microsoft Office Suite (especially Excel, Word, Outlook) 1 year of experience in a high-volume customer service role Ability to perform basic math calculations Must be comfortable working in an open Contact Center environment with consistent noise, lighting, and temperature for extended periods Strong communication skills with the ability to actively listen, ask questions, and convey information clearly and professionally Demonstrated ability to handle a high volume of member interactions with patience, positivity, and accuracy Comfort with technology, including the ability to navigate multiple systems, multi-task, Use online banking tools and troubleshoot digital platforms with members. Strong problem-solving skills and sound judgment when handling member concerns and sensitive information Ability to connect with others with tact, discretion, and courtesy within and outside the organization Ability to handle stress in a high-volume and fast-paced environment. Must maintain regular and punctual attendance and reliability Interpersonal and Professional Skills: Demonstrates courtesy, empathy, tact, and diplomacy in all interactions, both internally and externally. Strong listening skills and the ability to understand and respond to member needs with professionalism and care. Confident in communicating clearly and effectively, both verbally and in writing. Possesses a service-oriented mindset with the ability to promote appropriate products and services. Other Skills and Abilities: Excellent telephone presence and written communication skills. Self-motivated and thrives in a goal-driven, performance-focused environment. Capable of making sound decisions in alignment with both member needs and Credit Union policies. Highly organized and detail-oriented with strong analytical skills. Able to manage multiple tasks efficiently in a high-volume, fast-paced setting. Proficient in using personal computers, including navigating internet browsers and business software applications. Education & Experience: High school diploma or equivalent required; associate degree preferred. Minimum 1 year of contact center experience, preferably in a financial institution. Minimum of 1 year of quota-based sales experience Work Environment & Schedule: Must be able to work flexible hours, including but not limited to early mornings and alternate Saturdays, as needed to support call volume. Hybrid or on-site schedule depending on operational needs. Compliance: Employees must uphold the credit union's compliance with the Bank Secrecy Act and anti-money laundering policies and procedures. Specific functions with B.S.C.U. will consider the awareness of unusual or suspicious activity relevant to the department. In addition to any other assigned training courses, online B.S.A. and O.F.A.C. courses must be completed at least annually, as made available by the Training and Compliance Department. Maintains comprehensive knowledge of the Bank Secrecy Act, Customer Identification Program, U.S.A. Patriot Act, O.F.A.C., Fair Lending, and Credit Card Act. Physical Requirements: The physical demands described here represent those that an employee must meet to perform the essential functions of this job successfully. Reasonable accommodation may enable individuals with disabilities to perform essential functions. While performing the duties of this Job, the employee is regularly required to sit, use hands to finger, handle, or feel, and talk or hear. The employee is frequently required to walk and reach with hands and arms. The employee may occasionally stand, stoop, kneel, or crouch. The employee may occasionally lift and move up to 10 pounds. Specific vision abilities this job requires include close vision and the ability to adjust focus. BrightStar Credit Union is an Equal Opportunity Employer. BrightStar Credit Union is a Drug-Free Workplace
    $31k-37k yearly est. Auto-Apply 60d+ ago
  • Contact Center Representative l

    Brightstar Credit Union 3.8company rating

    Member service representative job at BrightStar Credit Union

    Job Description As a member of BrightStar Credit Union, you'll join a dynamic company culture and purpose-driven organization that focuses on its employees and members. We offer excellent benefits, advanced opportunities, and exceptional training. Founded in 1946 as a community-based credit union serving educators, we have since expanded to serve 23 counties across the state of Florida. As a Trusted Advisor, BrightStar offers a diverse range of financial services and opportunities. BrightStar Credit Union is committed to fostering a diverse and inclusive work environment where everyone has the chance to succeed and feel a sense of belonging. Our work environment is fun, fast-paced, and service-oriented. What we offer: Medical, Dental, and Vision 401K Plan with Matching Tuition Reimbursement Program Supplemental Benefits Engagement Area Wellness Studio & Gym at our Corporate Headquarters Company Paid Life Insurance Health Savings Account with Company Contributions Role Responsibilities: Answer calls in a high-volume environment while providing excellent member service and meeting performance targets. Contribute to and meet departmental, individual, and organizational goals and targets, including service level standards, call metrics, quality of service, and production. Promote BrightStar products and services by identifying member needs and recommending solutions that support their financial goals Contribute to a strong after-call survey score by providing high-quality service based on our service standard. Listening to our members, leading with empathy, owning the solution, and delivering excellence. Manage all interactions with members, whether over the phone or in writing, in a kind and welcoming manner that aligns with the mission and values of the credit union. Lead with technology-based solutions and education to promote self-service, while finding creative solutions, problem-solving, troubleshooting, and delivering on commitments. Willing to be monitored and coached in an environment that seeks to deliver a premier level of service to our membership and community. Processes transactions with accuracy and efficiency. Mitigate risk to the credit union by adhering to policies and procedures, including ID verification requirements, and proactively identifying and escalating red flags. Ability to support members and internal partners utilizing the Credit Union services, including Online Banking, Mobile Apps, website, bill pay, and ATM's. Maintain knowledge of the credit union's Bank Secrecy Act compliance policy, procedures, and practices to meet compliance requirements, while keeping up to date on changes in policy and technologies. Communicate effectively, both verbally and in writing, in English and a second language, if applicable. Effectively adjusts to changing and evolving priorities and expectations Performs other related duties as assigned. Qualifications: Strong analytical skills and attention to detail Proficient with Microsoft Office Suite (especially Excel, Word, Outlook) 1 year of experience in a high-volume customer service role Ability to perform basic math calculations Must be comfortable working in an open Contact Center environment with consistent noise, lighting, and temperature for extended periods Strong communication skills with the ability to actively listen, ask questions, and convey information clearly and professionally Demonstrated ability to handle a high volume of member interactions with patience, positivity, and accuracy Comfort with technology, including the ability to navigate multiple systems, multi-task, Use online banking tools and troubleshoot digital platforms with members. Strong problem-solving skills and sound judgment when handling member concerns and sensitive information Ability to connect with others with tact, discretion, and courtesy within and outside the organization Ability to handle stress in a high-volume and fast-paced environment. Must maintain regular and punctual attendance and reliability Interpersonal and Professional Skills: Demonstrates courtesy, empathy, tact, and diplomacy in all interactions, both internally and externally. Strong listening skills and the ability to understand and respond to member needs with professionalism and care. Confident in communicating clearly and effectively, both verbally and in writing. Possesses a service-oriented mindset with the ability to promote appropriate products and services. Other Skills and Abilities: Excellent telephone presence and written communication skills. Self-motivated and thrives in a goal-driven, performance-focused environment. Capable of making sound decisions in alignment with both member needs and Credit Union policies. Highly organized and detail-oriented with strong analytical skills. Able to manage multiple tasks efficiently in a high-volume, fast-paced setting. Proficient in using personal computers, including navigating internet browsers and business software applications. Education & Experience: High school diploma or equivalent required; associate degree preferred. Minimum 1 year of contact center experience, preferably in a financial institution. Minimum of 1 year of quota-based sales experience Work Environment & Schedule: Must be able to work flexible hours, including but not limited to early mornings and alternate Saturdays, as needed to support call volume. Hybrid or on-site schedule depending on operational needs. Compliance: Employees must uphold the credit union's compliance with the Bank Secrecy Act and anti-money laundering policies and procedures. Specific functions with B.S.C.U. will consider the awareness of unusual or suspicious activity relevant to the department. In addition to any other assigned training courses, online B.S.A. and O.F.A.C. courses must be completed at least annually, as made available by the Training and Compliance Department. Maintains comprehensive knowledge of the Bank Secrecy Act, Customer Identification Program, U.S.A. Patriot Act, O.F.A.C., Fair Lending, and Credit Card Act. Physical Requirements: The physical demands described here represent those that an employee must meet to perform the essential functions of this job successfully. Reasonable accommodation may enable individuals with disabilities to perform essential functions. While performing the duties of this Job, the employee is regularly required to sit, use hands to finger, handle, or feel, and talk or hear. The employee is frequently required to walk and reach with hands and arms. The employee may occasionally stand, stoop, kneel, or crouch. The employee may occasionally lift and move up to 10 pounds. Specific vision abilities this job requires include close vision and the ability to adjust focus. BrightStar Credit Union is an Equal Opportunity Employer. BrightStar Credit Union is a Drug-Free Workplace
    $31k-37k yearly est. 6d ago

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