VyStar Credit Union
Relationship Manager (Jacksonville Market)
Jacksonville, FL - VyStar Tower · Part-time
Sponsorship not specifiedDetected 21 days ago
CRMBusiness DevelopmentNegotiationExcelRecruitingHRCommunicationProblem SolvingTime ManagementAdaptabilityCFA
About the role
- Part time positions start at a minimum of 30 hours per week.
- RMs serve as the primary point of contact and trusted advisors for credit union members and businesses in the communities we serve.
- RMs are accountable for achieving portfolio targets while maintaining the highest standards of member satisfaction, retention, and regulatory compliance.
Responsibilities
- Develop and execute comprehensive plans tailored to individual member needs, goals, and risk profiles
- Collaborate with internal specialists including investment advisors, mortgage officers, and business banking partners to deliver holistic services
- Maintain detailed member profiles and document all interactions in the customer relationship management (CRM) system
- Lead new member acquisition efforts through networking, referrals, and participation in community and business events
- Develop strong partnerships with branch teammates and line of business partners
- Perform other duties and responsibilities as assigned.
- Manage a portfolio of priority members with assets meeting or exceeding program threshold requirements
- 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.
Requirements
- High School Diploma or GED is required.
- NMLS is required or ability to obtain within twelve months of start date*
- Notary is required or ability to obtain within twelve months of start date*
- Professional certifications such as CFP, CFA, or CIMA highly desirable
- Valid driver's license and ability to travel as needed
Nice to have
- Bachelor's degree preferred.
- Active securities licenses (Finra Series 6 or 7 and 65/66) preferred or ability to obtain within twelve months of start date*
- Active 4-40 Customer Representative License preferred or ability to obtain within twelve months of start date*
Skills
- Comprehensive knowledge of investment products, strategies, and principles
- Advanced understanding of credit analysis, lending processes, and risk assessment methodologies
- Excellent presentation and negotiation skills for complex financial discussions
- Analytical thinking and problem-solving abilities to address sophisticated financial needs
- Ability to synthesize complex financial information and communicate recommendations clearly
- High emotional intelligence and ability to navigate sensitive financial conversations
- Commitment to maintaining confidentiality and exercising discretion with information
- Self-motivated with strong business development and networking capabilities
- Ability to work independently while collaborating effectively with internal teams
- Cultural competency and ability to serve diverse populations
- Adaptable to changing market conditions, products, and regulatory requirements
- Ongoing commitment to personal growth and development
Benefits
- Develop and maintain an in-depth knowledge of VyStar products and services, as well as knowledge of competitive products and services to ensure meaningful in-depth financial wellness conversations with clients
Company info
- The first two tests (per license) are sponsored by the company and any additional tests are at the expense of the employee.
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This listing is sourced directly from VyStar Credit Union's careers page and normalized into a canonical job model.