Relationship Manager (Jacksonville Market)

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.

Relationship Manager (Jacksonville Market)

ACCOUNTABILITY STATEMENT
Relationship Managers (RM) are a part of the Signature Banking Program responsible for delivering concierge-level service experience and personalized solutions to members maintaining program minimums. RMs serve as the primary point of contact and trusted advisors for credit union members and businesses in the communities we serve. They provide access to customized products and expert guidance at every stage of a member’s financial journey, empowering them to grow, thrive, and rely on VyStar as their lifelong financial partner. As the member advocate within the organization, RMs orchestrate resources across departments to deliver comprehensive, seamless financial solutions that anticipate member needs. This role requires a consultative approach that combines financial expertise with exceptional relationship-building skills to create value for both members and the institution. RMs drive revenue growth through strategic cross-selling and proactive identification of opportunities that deepen member relationships and expand wallet share. RMs are accountable for achieving portfolio targets while maintaining the highest standards of member satisfaction, retention, and regulatory compliance. This position is critical in reinforcing the credit union’s market position as a premier provider of relationship-focused priority banking services.

ESSENTIAL RESPONSIBILITIES

• Manage a portfolio of priority members with assets meeting or exceeding program threshold requirements

• Develop and execute comprehensive plans tailored to individual member needs, goals, and risk profiles

• Proactively identify and pursue cross-selling opportunities across deposit, lending, and investment products

• Conduct regular relationship reviews to assess evolving financial needs and recommend appropriate solutions

• Collaborate with internal specialists including investment advisors, mortgage officers, and business banking partners to deliver holistic services

• Monitor portfolio performance metrics including asset growth, revenue generation, member retention, product per member numbers, and satisfaction scores

• Resolve complex member issues and service escalations in a timely and professional manner

• 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 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

• Embody a strong member experience culture, being present with every member and teammate and realizing the impact we can have on their day, personally, professionally, and financially

• Develop strong partnerships with branch teammates and line of business partners

• Ensure compliance with operational, risk, security and audit procedures and policies including appropriate documentation of member interactions

• Perform other duties and responsibilities 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 your client or member.

• Connect          Consistently be friendly and approachable.  Demonstrate you care.

• Understand    Listen empathetically and ask questions. (70%/30%)

• Counsel           Recommend solution